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费森尤斯携手中国药明系扩大生物类似药产品组合Fresenius Taps China’s WuXi to Expand Biosimilar Drug Portfolio

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费森尤斯医疗集团同意与中国合同药物研发商药明生物就可能在未来十年内上市的生物类似药候选产品展开合作,这有可能使其现有的产品组合规模增加一倍以上。

SE agreed to partner with Chinese contract drug developer WuXi Biologics on biosimilar candidates that could reach the market in the next decade, potentially more than doubling its current portfolio.

这家德国医院及制药公司周一表示,该公司就多达37种分子的交易商定了一种其所谓的“按需付费”结构,这将增加费森尤斯目前拥有的29种产品。与仿制药(即其所依据药物的完全复制品)不同,生物类似药是对生物药品的模仿,通常结构复杂且生产成本高昂。

The German hospital and drugs company agreed on what it called a “pay as you go” structure for the deal on as many as 37 molecules, the company said Monday, adding to the 29 that Fresenius currently has. Unlike generics, which are exact copies of the drug they are based on, biosimilars are imitations of a biological medicine that are often complex and expensive to produce.

这笔交易正值未来几年将迎来一波药物专利到期潮之际,为瑞士山德士集团等生物类似药制造商创造了机遇。在首席执行官迈克尔·森的领导下,费森尤斯将生物类似药视为其卡比部门的关键增长驱动力,该部门的业务还包括医用营养品和医疗器械。

The deal comes as a wave of drug patents expire in the coming years, creating opportunities for biosimilar makers such as Swiss firm Sandoz Group AG. Under Chief Executive Officer Michael Sen, Fresenius sees biosimilars as a key growth driver at its Kabi unit, which also includes medical nutrition and devices.

联合投资公司的投资组合经理马库斯·曼恩表示,该合作具有“战略意义”,并补充说这使费森尤斯得以“从2030年起跻身与山德士齐名的领先生物类似药供应商行列”。费森尤斯股价在法兰克福股市一度上涨达3%。截至周五收盘,其股价已下跌约2.4%。

The partnership is “strategically significant,” said Markus Manns, portfolio manager at Union Investment, adding that it positions Fresenius to “become one of the leading biosimilars providers alongside Sandoz from 2030 onward.”Shares of Fresenius rose as much as 3% in Frankfurt. They were down about 2.4% through Friday’s close.

药明生物为知名品牌药企开发和制造药物,于2017年从药明康德分拆出来,并在今年加大了对生物类似药的关注。

WuXi Biologics, which develops and manufactures drugs for brand-name drugmakers, was spun off from Wuxi AppTec in 2017 and has stepped up its focus on biosimilars this year.

当被问及药明康德被列入美国五角大楼关于与中国军方有关联的企业名单一事时,森对记者表示,药明生物是一家独立上市的公司。这位首席执行官说,费森尤斯在交易中构建了“最大限度的灵活性”,如有必要可以叫停项目。

Asked about WuXi AppTec being named on a US Pentagon list of firms associated with the Chinese military, Sen told reporters that WuXi Biologics is a separately listed company. Fresenius has built “the greatest possible flexibility” into the deal and could halt programs if necessary, the CEO said.

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