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 汇编的研究表明，全球制药行业有大约7000亿美元可用于并购和投资。
This significant financial reserve will be crucial as patents for some of the industry's blockbuster drugs are on the expiration cliff.
这笔可观的财政储备至关重要，因为该行业一些重磅药物的专利即将到期。
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.
由于预计到本十年末，收入将减少约2000亿美元，制药行业对并购产生了浓厚的兴趣。
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 安斯泰来制药公司 （场外交易代码：ALPMY）收购美国公司 Iveric Bio Inc 纳斯达克股票代码：ISEE）以59亿美元的价格出售， 辉瑞公司 (纽约证券交易所代码：PFE) 提议以430亿美元收购 Seagen Inc （纳斯达克股票代码：SGEN）， 葛兰素史克公司 （纽约证券交易所代码：GSK）同意收购 贝鲁斯健康公司 纳斯达克股票代码：BLU）以20亿美元的价格出售，以及 默克公司 （纽约证券交易所：宣布收购 普罗米修斯生物科学公司 纳斯达克股票代码：RXDX）以108亿美元的价格出售。
Obesity drugs are generating significant investor enthusiasm, with forecasts suggesting a total addressable market exceeding $100 billion.
肥胖药物正在激发投资者的极大热情，预测显示潜在市场总额将超过1000亿美元。
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.
会议讨论了阿尔茨海默氏症、基因疗法和其他治疗模式的令人鼓舞的进展，这表明这些领域取得了实质性的创新和科学进展。
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，医疗保健行业的开局充满挑战，创下了三十年来最差的上半年表现之一。造成这种情况的因素包括监管和增长问题、宏观经济轮换以及投资者对大盘科技股的偏好。该行业的情绪仍然谨慎。
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.
人工智能和机器学习在医疗保健领域的应用仍然是一个值得关注的领域。各公司正在目睹这些技术对其业务的积极影响。
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.
尽管普遍持谨慎态度，但仍有一些乐观情绪。各个医疗保健垂直领域的管理团队报告了强劲的第二季度手术量，在投资者调查中，医疗器械被确定为最有可能表现跑赢大盘的领域。
Consumer-facing healthcare segments also demonstrated positivity, with robust demand and continued patient traffic recovery. The biopharma sector shows promise with promising innovation trends.
面向消费者的医疗保健领域也表现出积极态度，需求强劲，患者流量持续恢复。生物制药行业展现了前景光明的创新趋势。
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.
在一些发言中，政策和监管的不确定性已成为一个关键问题。《降低通货膨胀法》及其对药品定价的影响造成了各种不确定的结果。
Post-pandemic normalization trends continue to pose challenges for life sciences, tools, and managed care companies, which were beneficiaries during the pandemic.
疫情后的正常化趋势继续给生命科学、工具和管理式医疗公司带来挑战，这些公司在疫情期间是受益者。
Photo by Sharon McCutcheon on Unsplash
由 Sharon McCutcheon 在 Unsplash