作者:米歇尔·F·戴维斯(Michelle F. Davis)、陈慧妮(Vinicy Chan)和克rystal Tse H据知情人士透露,灵北制药(Lundbeck A/S)已表达了收购商业化阶段制药商泽里斯生物制药公司(Xeris Biopharma Holdings Inc.)的兴趣。
By Michelle F. Davis, Vinicy Chan and Crystal Tse H Lundbeck A/S has expressed interest in acquiring Xeris Biopharma Holdings Inc., a commercial-stage drugmaker, people familiar with the matter said.
知情人士称,这家丹麦制药公司一直在与顾问合作,以探讨对总部位于芝加哥的泽里斯进行收购。因涉及机密信息,知情人士要求匿名。
The Danish pharmaceuticals company has been working with advisers to explore a takeover of Chicago-based Xeris, according to the people, who asked not to be identified discussing confidential information.
泽里斯在纽约的股价在过去12个月中上涨了20%以上,使其市值达到约18亿美元。灵北的市值约为433亿丹麦克朗(合6.6亿美元)。
Shares in Xeris have risen more than 20% in New York trading over the last 12 months, giving the company a market value of about $1.8 billion. Lundbeck has a market capitalization of roughly 43.3 billion Danish kroner ($6.6 billion).
知情人士表示,灵北的兴趣并不能保证达成交易。灵北的一位代表未予置评。
There’s no guarantee Lundbeck’s interest will result in a deal, the people said. A representative for Lundbeck didn’t provide comment.
泽里斯的一位女发言人表示,该公司“不出售”,并“高度专注于通过开发和商业化其药物来改善患者的生活”。
A spokeswoman for Xeris said the company is “not for sale” and is “laser focused on improving patient lives by developing and commercializing” its medicines.
泽里斯专注于内分泌和罕见病疗法,目前有三种获批药物在售,其中包括用于降低库欣综合征成年患者皮质醇水平的口服药Recorlev。该公司还在开发一种每周注射一次的疗法来治疗甲状腺功能减退症,这种疾病长期以来一直通过每日服药来治疗。
Xeris focuses on treatments for endocrine and rare diseases and has three approved drugs on the market including Recorlev, a pill prescribed to reduce cortisol levels in adults with Cushing’s syndrome. It’s also developing a once-weekly injection to treat hypothyroidism, which has long been treated with a daily pill.
根据其最新财务报告和彭博社汇编的数据,泽里斯在截至6月的三个月中创造了9200万美元的收入,但在该季度的净亏损却令分析师感到意外。
Xeris generated $92 million of revenue in the three months that ended in June but surprised analysts with a net loss in the quarter, according to its latest financial report and data compiled by Bloomberg.
与此同时,灵北则专注于神经系统和精神疾病的治疗,包括帕金森病、焦虑症和精神分裂症。其母公司兼控股股东灵北基金会(Lundbeck Foundation)此前曾资助过关于如何利用脑部注射治疗2型糖尿病的研究。
Lundbeck, meanwhile, specializes in treatments for neurological and psychiatric disorders including Parkinson’s disease, anxiety and schizophrenia. Its parent and majority holder, Lundbeck Foundation, has previously funded research into how brain injections could be used to treat type 2 diabetes.
近年来,像 Lundbeck 这样的中型制药公司变得更加积极地进行收购活动,它们希望通过扩大自己的药品研发管线来提升收入。2024 年,Lundbeck 同意以约 26 亿美元的价格收购专注于神经系统疾病治疗的 Longboard Pharmaceuticals Inc. 公司。
Mid-cap pharmaceuticals companies like Lundbeck have become more acquisitive in recent years as they’ve sought to boost revenue by adding to their pipelines of medicines. Lundbeck agreed in 2024 to buy Longboard Pharmaceuticals Inc., a specialist in treatments for neurological disease, for around $2.6 billion.