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豪掷84亿!全球心血管巨头又一收购

9月17日，波士顿科学宣布，已完成对Silk Road Medical（Nasdaq: SILK）的收购，总价约11.8亿美元（约合84亿人民币）。本次收购价格为每股27.50美元的现金价格，此次收购旨在扩大其在血管医疗领域的产品和服务。值得注意的是，这是波士顿科学在今年以来的第二笔“十亿美元级收购”。溢价38%，创新技术博得巨头青睐 Silk Road Medical是一家位于美国加州的创新医疗器械公司，专注于降低中风风险及其破坏性影响。该公司开创了一种治疗颈动脉疾病的新方法，称为经颈动脉血运重建术（TCAR），这也是能获得波士顿科学青睐、不惜溢价38%也要豪掷84亿囊获该公司的原因。据了解，TCAR是一种经过临床验证的手术，将神经保护的外科原理与微创血管内技术相结合，用于治疗有引起中风风险的颈动脉阻塞。TCAR对于颈动脉阻塞的治疗具有十分重要的意义，在Silk Road Medical开发TCAR之前，颈动脉病变患者只有两种选择：“颈动脉内膜剥脱术（CEA）”或者“经股颈动脉支架植入术”（TFCAS）。尽管这两种治疗方式能够治疗部分患者，但是这两种方式会带来很多并发症（例如脑梗塞）。根据海外公布的一项针对美国近40万例颈动脉血管重建患者的研究显示：与内膜剥脱术相比，TCAR术后的脑梗塞和心肌梗塞发生率较低；与支架植入术相比，TCAR术后的脑梗塞和死亡率均较低。通过大规模临床研究显示出TCAR更具安全性，这也再次映证了TCAR对于颈动脉阻塞治疗的重大突破。回归TCAR的技术本身，Silk Road Medical开创的TCAR技术主要包含两款核心产品：ENROUTE Transcarotid Neuroprotection System（ENROUTE 经颈动脉逆流血栓保护装置）和ENROUTE Transcarotid Stent System（ENROUTE® 经颈动脉支架系统）。  ENROUTE 经颈动脉逆流血栓保护装置 ENROUTE 经颈动脉逆流血栓保护装置是在穿过病灶之前实现大脑的血流逆转，在血管成形术和支架置入术期间提供栓塞保护。与传统依赖于远端放置的过滤器来捕获血栓的方式不同的是，该装置是通过血液逆流方法实现整个手术期间的栓塞保护，通过流量控制器中的过滤器收集小碎片和大碎片，过滤后的血液通过股静脉中的护套返回，从而实现类似 CEA 的神经保护。ENROUTE 经颈动脉逆流血栓保护装置是整个TCAR手术核心技术，也是区别于TFCAS手术的关键所在。  ENROUTE® 经颈动脉支架系统 ENROUTE® 经颈动脉支架系统是专为TCAR手术而设计的，能够自动符合解剖结构，并提供长期斑块稳定性，以预防未来中风。该系统特点包括：特定输送长度：57mm输送系统，符合人体工程学且精确的支架输送；优化的单元设计：提供所有开放式单元支架设计的最大覆盖范围，甚至能够自动适应最困难的解剖结构。 “买买买”策略，心血管业务持续增长在前文中也提到了，此次对Silk Road Medical的收购是波士顿科学在今年以来的第二笔“十亿美元级收购”，此前的第一笔为1月8日，波士顿科学以每股71美元的价格，总共37亿美元（约262亿人民币）的现金，收购治疗泌尿和肠道功能障碍的设备制造商Axonics。此外，在本月之中，波士顿科学还从贝朗医疗手中收购买两款吻合口漏解决方案产品——Eso-SPONGE（用于治疗上消化道吻合口漏和穿孔的产品）和Endo-SPONGE（用于治疗结直肠吻合口漏）。多年以来，波士顿一直坚持着并购策略，乐此不疲地“买买买”，长期发展之下，波士顿科学已成为医械行业的佼佼者。此前，波士顿科学所公布的2024年Q2季度业绩中，波士顿科学的营收与板块业务增长的趋势也十分喜人。 2024年Q2，波士顿科学营收42.1亿美元，净销售额实际增长14.5%，其中心血管业务占据64%，医疗手术业务占36%。分类别来看，心血管业务里当属电生理板块增长最为迅猛，全球净销售额增长121.9%，运营/有机增长124.6%。此板块的增长也得益于其7月8日在华获批上市的FARAPULSE™系列脉冲电场消融产品，该产品先在美国获批，一时间销售额暴增，并且欧洲大陆销售额也在持续增长。此次收购Silk Road Medical、囊获TCAR技术，对于波士顿科学的心血管业务来说更是再添一员潜力大将，业务板块也伴随着波士顿科学的多笔重磅收购而愈加丰富。来源：https://news.yaozh.com/archive/44239.html
- Source: drugdu
- 89
- September 21, 2024
Can Increased Investment in Cell Therapy Drive CAR-T Product Growth?

Recently, Fosun Pharma (stock code: 600196.SH; 02196.HK) announced that its subsidiary, Fosun Pharma Industry, plans to invest $27 million in cash to acquire 50% of the equity of Fosun Kite held by Kite Pharma. Once this equity transfer is completed, Fosun Pharma will wholly own Fosun Kite and plans to invest an additional $10 million or its equivalent in renminbi as a capital increase for Fosun Kite. On the same day the equity transfer agreement was signed, Fosun Kite and Kite Pharma comprehensively revised and restated their original licensing agreement, signing a “Revised and Restated Licensing Agreement.” According to this agreement, Fosun Kite has obtained exclusive rights to develop, produce, and commercialize Yescarta® and Brexu-Cel (Fosun Kite’s research project FKC889) in mainland China, Hong Kong, and Macau, and within the field of cancer treatment. Additionally, Fosun Kite plans to change its name to Fosun Kairui and will function as Fosun ...
- Source: drugdu
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- September 21, 2024
Former President of Johnson & Johnson Orthopedics jumps to orthopedic giant!

Johnson & Johnson has had frequent executive changes in recent years, not only in the innovative pharmaceutical industry, but also in the medical technology department. At least nine executive changes have been reported since 2023. Recently, Enovis, a global orthopedic giant, announced the appointment of Tim Czartoski as president of its U.S. surgical and global products and supporting technologies business. Tim Czartoski previously worked in the DePuy Synthes orthopedic business unit of Johnson & Johnson Medical Technology. Tim Czartoski is a very experienced veteran in the medical field. He has more than 20 years of experience in the medical technology industry, especially in the orthopedic business. Tim Czartoski has held several key positions at Johnson & Johnson, leading the growth of Johnson & Johnson’s business. Looking back at Tim Czartoski’s career at Johnson & Johnson, he has held several positions in the DePuy Synthes orthopedic business unit of Johnson & ...
- Source: drugdu
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There is no Summit in China

Innovative drugs are a gamble, a big gamble. Once the research and development fails, the stock price collapses and financing is unavailable. On the contrary, if the gamble is won, it is not impossible for the stock price to soar. Especially in the US stock market, it has always been so violent. For the losers, there are only two options: disband on the spot or fight back. The so-called fight back means finding a way to start the next round of innovation gambling. This requires both money and the courage to gamble. Summit is an old “gambler” who plans to gamble again. After its establishment in 2003, Summit focused on the anti-infection field, and its core product was benchmarked against vancomycin, the “last line of defense for antibiotics.” It landed on Nasdaq in 2015, but because the core product ridinilazole did not perform well in the final clinical data, the ...
- Source: drugdu
- 92
- September 21, 2024
ESMO 2024｜Major changes in liver cancer treatment

To this day, liver cancer is still the top killer on my country’s cancer “killer list”. According to the latest data on cancer in China in 2022 released by the National Cancer Center (NCC) in February 2024, liver cancer ranked second with 316,500 deaths. The core reason is that despite the continuous progress in first-line treatment, the existence of drug resistance has made the current second-line treatment of liver cancer face great challenges. First of all, for patients whose disease progresses after TKIs treatment, the clinical needs are far from being met. Whether it is changing TKIs or using immunotherapy, the degree of clinical benefit needs to be improved. Specifically, the key trials of multikinase inhibitors regorafenib and cabozantinib in patients whose disease progressed after sorafenib treatment showed that the objective response rate (ORR) was only 11% and 4%, respectively, and the proportion of patients who achieved remission was extremely ...
- Source: drugdu
- 123
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1.5 billion, the equipment giant is selling off this business

Recently, Merit Medical announced that it has agreed to acquire Cook Medical’s lead management business for $210 million (approximately RMB 1.5 billion). Merit expects to provide funding for the transaction through a combination of cash on hand and borrowing under its long-term credit line. The proposed transaction is expected to be completed in the fourth quarter of 2024, subject to obtaining or waiving (in accordance with the provisions of the asset purchase agreement) approval for certain closing conditions, including antitrust laws and other customary closing conditions. It is understood that Cook Medical’s lead management business has a 34 year operating history, providing a comprehensive end-to-end medical device and accessory product portfolio for patients who need to remove or replace pacemaker or implantable cardioverter defibrillator (ICD) leads for lead management procedures. 01. Breaking through industry difficulties Cook Medical’s lead management business provides medical equipment and accessories for potential customer management programs. ...
- Source: drugdu
- 114
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Five innovative medical devices enter special review process

Recently, the Equipment Review Center of the National Medical Products Administration released the results of the special review application for innovative medical devices (No. 8 of 2024), intending to approve 5 innovative medical device projects to enter the special review process. 1. Human homologous recombination repair defect detection kit (high-throughput sequencing method): Xiamen Aide Biomedical Technology Co., Ltd Xiamen Aide Biopharmaceutical Technology Co., Ltd. (hereinafter referred to as Aide Biotechnology) was established in 2008. It has long been deeply involved in the field of tumor gene testing, focusing on tumor drug co diagnosis. Relying on powerful bioinformatics algorithms, it has laid out detection reagents, software, and supporting instruments for various technology platforms, and provides detection services and drug clinical research services. In terms of products, Eide Biological Products has a wide range of products, which can detect the mutations of EGFR, KRAS, BRAF and other common genes, covering the disease ...
- Source: drugdu
- 101
- September 20, 2024
Cheng Yifan’s team reveals the activation and transmission mechanism of TGF – β signaling between cells

The following article is from the biological world, authored by the author Transforming growth factor beta (TGF – β) is a multifunctional cytokine that plays a critical role in processes such as development, immunity, cancer, and fibrosis. TGF – β has three different gene expression products (TGF – β 1, TGF – β 2, and TGF – β 3), all of which are expressed in an inactive (latent) form, namely L-TGF – β, and “activation” is crucial for its function. Most therapeutic strategies targeting TGF – β do not target specific latent and/or activation mechanisms, but rather inhibit the overall TGF – β signaling pathway and exhibit significant toxicity. A deeper understanding of latency and activation may contribute to the development of better TGF – β targeted therapeutic strategies. Traditionally, it is believed that mature TGF – β must physically dissociate from L-TGF – β 1 before signal transduction can ...
- Source: drugdu
- 93
- September 20, 2024
Rubicon WIPI Axis Regulates Extracellular Secretion Synthesis during Aging Process

picture Writing | Sister Xian Extracellular vesicles are important mediators of intercellular communication, consisting of small vesicles with diameters ranging from 30-150 nanometers. They can transport biomolecules such as proteins, lipids, and nucleic acids from one cell to another, thereby regulating the behavior of recipient cells. Due to their roles in various physiological and pathological processes, extracellular vesicles have become a hot topic in biomedical research. Studies have found that as age increases, the number and composition of circulating extracellular vesicles change, which may have significant impacts on the aging process. The changes in miRNA and other molecules in extracellular vesicles with age may affect cell function and tissue regeneration ability [1]. However, how extracellular vesicles change during aging and the molecular mechanisms behind these changes are currently not fully understood. The formation of extracellular vesicles is a complex multi-step process involving the endosomal pathway and the biological formation of ...
- Source: drugdu
- 107
- September 20, 2024
Novo Nordisk’s new anchor

In the first half of 2024, Novo Nordisk achieved revenue of 133.4 billion Danish kroner, a year-on-year increase of 24%, and its performance continued to grow. The increase in the volume of semaglutide is a key factor in the growth of performance. Ozempic, a semaglutide hypoglycemic injection, achieved revenue of 56.7 billion Danish kroner, Rybelsus, a semaglutide hypoglycemic oral agent, achieved revenue of 10.9 billion Danish kroner, and Wegovy, a semaglutide weight loss injection, achieved revenue of 21 billion Danish kroner. The total sales of semaglutide were 88.7 billion Danish kroner, a year-on-year increase of 43%, accounting for 2/3 of Novo Nordisk’s total revenue. While semaglutide is selling well around the world, Novo Nordisk is also constantly adjusting and optimizing its R&D strategy and business layout. By enriching its product portfolio, it will further strengthen its dominant position in the field of blood sugar and fat reduction. At the same ...
- Source: drugdu
- 74
- September 20, 2024

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