
大坂/东京--日本制药商Shionogi将收购美国-总部位于生物制药公司IntraBio的收购价为20亿美元,旨在使罕见疾病的治疗成为增长支柱。
OSAKA/TOKYO -- Japanese drugmaker Shionogi will acquire U.S.-based biopharma company IntraBio for $2 billion, aiming to make treatments for rare diseases a pillar of growth.
根据周一宣布的计划,Shionogi将在今年年底前通过其美国子公司收购IntraBio的全部股份。该交易是Shionogi自2025年以来的几笔收购之一。
Under plans announced Monday, Shionogi will purchase all of IntraBio through its U.S. subsidiary by the end of this year. The deal is one of several acquisitions by Shionogi since 2025.
Shionogi将获得Aqneursa的知识产权和全球销售权,Aqneursa是一种由IntraBio开发的用于神经系统疾病的药物。该药物已获得美国食品和药物管理局的批准,并正在该国销售。
Shionogi will gain the intellectual property and global sales rights for Aqneursa, a drug developed by IntraBio for neurological diseases. The drug has been approved by the U.S. Food and Drug Administration and is being sold in the country.
FDA还批准Aqneursa治疗一种导致缓慢运动功能下降的疾病,扩大了该药物的适应症范围。预计2030年左右,已批准用途在美国和欧洲的销售额将达到10亿美元。
The FDA has also approved Aqneursa to treat a disease that causes slow motor function decline, expanding the drug's range of indications. Sales are estimated to reach $1 billion in the U.S. and Europe around 2030 for the uses already approved.
总部位于德克萨斯州的IntraBio销售额为6,786万美元,营业亏损为3,529万美元。
Texas-headquartered IntraBio had $67.86 million in sales and an operating loss of $35.29 million.
盐野木将罕见病定位为继传染病药物之后的下一个最重要的增长领域。罕见疾病的治疗价格高,竞争有限。一些国家帮助患者支付这些药物的费用,这是有助于保持销售稳定的因素。
Shionogi has positioned rare diseases as its next most important growth area after drugs for infectious diseases. Treatment prices for rare diseases are high, and competition is limited. Some countries help patients pay for these drugs, a factor which helps keep sales steady.
除了美国公司现有的治疗方法外,Shionogi还获得了IntraBio的专业人员,负责罕见病药物的临床开发。
Shionogi also gains IntraBio's specialized personnel for clinical development of rare disease drugs in addition to the U.S. company's existing treatments.
开发针对少数患者的药物--所谓的孤儿药物--需要增加试验设计方面的专业知识。公司还需要与患者组织合作定义试验的评估标准。
Developing drugs with few patients -- so-called orphan drugs -- requires added expertise in trial design. Companies also need to work with patient organizations on defining evaluation criteria for trials.
今年4月,Shionogi收购了Tanabe Pharma的Radicava业务,Radicava是一种治疗肌萎缩性脊髓侧索硬化症(ALS)的药物,为美国罕见病治疗销售奠定了基础。此次收购为Shionogi在美国拥有了约140名员工,该制药商将考虑利用这个网络来销售Aqneursa。
In April, Shionogi bought Tanabe Pharma's business for Radicava, a treatment for amyotrophic lateral sclerosis (ALS), gaining a base for rare disease treatment sales in the U.S. The acquisition gave Shionogi around 140 employees in the country, and the drugmaker will consider using this network to sell Aqneursa.
自2025年以来,Shionogi的投资总额已达1万亿日元(按当前利率计算为63.3亿美元)。去年,该公司斥资1600亿日元收购了包括鸟居制药在内的日本烟草药品业务,并将鸟居设为全资子公司。
Since 2025, Shionogi's investments have totaled 1 trillion yen ($6.33 billion at current rates). Last year, it spent 160 billion yen on Japan Tobacco's drug business including Torii Pharmaceutical and also made Torii a wholly owned subsidiary.
Shionogi获得了JT的研究人员和罕见疾病新药以及鸟井的日本销售网络。Shionogi相信IntraBio的人才和专业知识将加速开发,特别是对于JT正在开发的新药候选者来说。
Shionogi gained JT's research personnel and new drugs for rare diseases as well as Torii's Japan sales network. Shionogi believes IntraBio's talent and expertise will accelerate development, especially for new drug candidates being worked on by JT.
这家日本公司今年在英国额外投资了21.3亿美元-总部位于艾滋病毒药物制造商ViiV Healthcare,其持股比例从10%增至21.7%。
The Japanese company this year invested an additional $2.13 billion in U.K.-based HIV drug maker ViiV Healthcare, raising its stake to 21.7% from 10%.
该制药商计划继续投资于长期增长。首席执行官伊绍夫·泰希罗吉表示,该公司将寻求“避免支付过高的费用,只选择可靠的目标”。
The drugmaker plans to continue investing in long-term growth. It will seek to "avoid overpaying and choose only solid targets," CEO Isao Teshirogi has said.
竞争对手也在投资孤儿药。2019年,日本武田制药以约6万亿日元的价格收购了爱尔兰的Shire。2021年,英国-阿斯利康收购美国-以390亿美元收购Alexion Pharmaceuticals。
Rivals are investing in orphan drugs as well. Japan's Takeda Pharmaceutical bought Ireland's Shire in 2019 for roughly 6 trillion yen. In 2021, U.K.-based AstraZeneca acquired U.S.-based Alexion Pharmaceuticals for $39 billion.
到2032年,英国孤儿药市场预计将达到4090亿美元,占整个处方药市场的五分之一研究公司评估报告。
The market for orphan drugs is projected to reach $409 billion and account for one-fifth of the overall prescription drug market in 2032, U.K. research firm Evaluate reports.