From AI to Obesity Drugs - Global Pharma Has $700B For M&A and Investments: Goldman Sachs
From AI to Obesity Drugs - Global Pharma Has $700B For M&A and Investments: Goldman Sachs
Goldman Sachs compiled research suggesting the global pharmaceutical sector has approximately $700 billion available for M&A and investments.
高盛 彙編的研究表明，全球製藥行業有大約7000億美元可用於併購和投資。
This significant financial reserve will be crucial as patents for some of the industry's blockbuster drugs are on the expiration cliff.
這筆可觀的財政儲備至關重要，因爲該行業一些重磅藥物的專利即將到期。
The pharmaceutical industry is experiencing strong interest in M&A due to anticipated revenue erosion of approximately $200 billion by the end of the decade.
由於預計到本十年末，收入將減少約2000億美元，製藥行業對併購產生了濃厚的興趣。
The latest examples include Astellas Pharma Inc (OTC:ALPMY) acquiring American firm Iveric Bio Inc (NASDAQ:ISEE) for $5.9 billion, Pfizer Inc (NYSE:PFE) proposing a $43 billion acquisition of Seagen Inc (NASDAQ:SGEN), GSK plc (NYSE:GSK) agreeing to acquire BELLUS Health Inc (NASDAQ:BLU) for $2 billion, and Merck & Co Inc (NYSE: announcing to acquire Prometheus Biosciences Inc (NASDAQ: RXDX) for $10.8 billion.
最新的例子包括 安斯泰來製藥公司 （場外交易代碼：ALPMY）收購美國公司 Iveric Bio Inc 納斯達克股票代碼：ISEE）以59億美元的價格出售， 輝瑞公司 (紐約證券交易所代碼：PFE) 提議以430億美元收購 Seagen Inc （納斯達克股票代碼：SGEN）， 葛蘭素史克公司 （紐約證券交易所代碼：GSK）同意收購 BELLUS Heal 納斯達克股票代碼：BLU）以20億美元的價格出售，以及 默克公司 （紐約證券交易所：宣佈收購 普羅米修斯生物科學公司 納斯達克股票代碼：RXDX）以108億美元的價格出售。
Obesity drugs are generating significant investor enthusiasm, with forecasts suggesting a total addressable market exceeding $100 billion.
肥胖藥物正在激發投資者的極大熱情，預測顯示潛在市場總額將超過1000億美元。
Promising developments in Alzheimer's, gene therapy, and other therapeutic modalities were discussed at the conference, indicating substantial innovation and scientific progress in these areas.
會議討論了阿爾茨海默氏症、基因療法和其他治療模式的令人鼓舞的進展，這表明這些領域取得了實質性的創新和科學進展。
The healthcare sector had a challenging start to 2023, recording one of the worst first-half performances in three decades. Factors contributing to this include regulatory & growth concerns, macroeconomic rotations, and investor preference for large-cap technology stocks. Sentiment within the sector remains cautious.
2023年，醫療保健行業的開局充滿挑戰，創下了三十年來最差的上半年表現之一。造成這種情況的因素包括監管和增長問題、宏觀經濟輪換以及投資者對大盤科技股的偏好。該行業的情緒仍然謹慎。
The application of AI and machine learning in healthcare remains an area of interest. Companies are witnessing the positive impact of these technologies on their businesses.
人工智能和機器學習在醫療保健領域的應用仍然是一個值得關注的領域。各公司正在目睹這些技術對其業務的積極影響。
Despite the general caution, there are pockets of optimism. Management teams across various healthcare verticals reported strong Q2 procedure volumes, and in the investor survey, medical devices were identified as the most likely area to outperform.
儘管普遍持謹慎態度，但仍有一些樂觀情緒。各個醫療保健垂直領域的管理團隊報告了強勁的第二季度手術量，在投資者調查中，醫療器械被確定爲最有可能表現跑贏大盤的領域。
Consumer-facing healthcare segments also demonstrated positivity, with robust demand and continued patient traffic recovery. The biopharma sector shows promise with promising innovation trends.
面向消費者的醫療保健領域也表現出積極態度，需求強勁，患者流量持續恢復。生物製藥行業展現了前景光明的創新趨勢。
Policy and regulatory uncertainties emerged as a key concern in several presentations. The Inflation Reduction Act and its impact on drug pricing created various uncertain outcomes.
在一些發言中，政策和監管的不確定性已成爲一個關鍵問題。《降低通貨膨脹法》及其對藥品定價的影響造成了各種不確定的結果。
Post-pandemic normalization trends continue to pose challenges for life sciences, tools, and managed care companies, which were beneficiaries during the pandemic.
疫情後的正常化趨勢繼續給生命科學、工具和管理式醫療公司帶來挑戰，這些公司在疫情期間是受益者。
Photo by Sharon McCutcheon on Unsplash
由 Sharon McCutcheon 在 Unsplash
譯文內容由第三人軟體翻譯。