M&A is a common action of pharmaceutical companies, and due to the impact of the epidemic in 2022, the market has cooled down, and the overall M&A activity of the pharmaceutical industry has declined
.
According to incomplete statistics from third-party institutions, as of mid-October 2022, there were more than 280 mergers and acquisitions in the biopharmaceutical industry during the year, with a total amount of more than 70 billion yuan, which is a decrease compared with 308 mergers and acquisitions in 2021, with a
total amount of more than 251.
6 billion yuan.
The industry believes that the wave of pharmaceutical mergers and acquisitions in 2022 has not arrived as expected, but the secondary market has begun to pick up recently, and it is expected that the biomedical industry is expected to pick up in 2023, and mergers and acquisitions will also be active
.
Judging from public information, at the beginning of the new year, a number of pharmaceutical companies have disclosed merger and acquisition announcements, involving Aier Ophthalmology, China Resources Pharmaceutical, KunYao and other enterprises
.
On January 3, Aier Ophthalmology, a leading domestic ophthalmic medical service company, announced that the company plans to invest 470 million yuan to acquire 14 hospitals
including Shaoxing Aier and Zhoushan Aier.
The 14 hospitals acquired have a total revenue of RMB320 million in 2021, with an overall valuation of approximately RMB720 million
.
The company believes that this acquisition is conducive to improving the regional market layout, further deepening the national "hierarchical chain" system, and enhancing the scale effect
.
It is worth mentioning that most of these hospitals to be acquired are mainly grassroots hospitals, which shows that Aier Eye Department is sinking into the grassroots level
.
Not long ago, on November 29, 2022, Aier Eye announced the acquisition of part of the equity of 26 hospitals including Xi'an Aier and Quanzhou Aier, most of which are also grassroots hospitals
.
The analysis pointed out that behind the large-scale layout of Aier Ophthalmology at the grassroots level is the broad space
of the grassroots ophthalmology market.
Fengyuan Pharmaceutical announced on the evening of January 3 that the company intends to purchase 100% of the equity of Tigermed Technology held by Tigermed Biologics by issuing shares, and issue shares to no more than 35 specific investors to raise supporting funds, and the estimated valuation and transaction price of the underlying assets have not yet been determined
.
Fengyuan Pharmaceutical said that Tigermed has long focused on the research and development and production of vitamin B5 and related products, after the completion of the transaction, Tigermed Technology will become a wholly-owned subsidiary of the company, and the company will also quickly realize the industrial layout in the field of vitamin B5 and open up new profit growth points
.
Also on the 3rd, China Resources Pharmaceutical announced that the share transfer registration of China Securities Depository and Clearing Co.
, Ltd.
has been completed
in relation to the proposed acquisition of the interests of KunYao Group.
After the completion of the proposed transfer, CR Sanjiu holds a total of 28% interest
in KunYao.
It is reported that KunYao Group and CR Sanjiu are both engaged in pharmaceutical production and sales, and the two parties have strong synergies in business development and technology development
.
CR Sanjiu believes that this restructuring is in line with the company's strategy, which is conducive to promoting the high-quality development of the traditional Chinese medicine industry and building a leading enterprise
in the Sanqi industry chain.
Dajia Wellcome also recently announced that the company intends to acquire 85.
7143% of the shares of
Tianji Caotang for 341 million yuan.
After the completion of the acquisition, Dajia Wellcome will hold a total of 60 million shares of Tianji Caotang, accounting for 85.
7143% of the total share capital of Tianji Caotang, and become its controlling shareholder
.
Dajia Wellcome said that the company belongs to the pharmaceutical circulation industry, mainly engaged in the wholesale and retail business of drugs, medical devices, etc.
, Tianji Caotang belongs to the pharmaceutical manufacturing industry, this acquisition will further expand the upstream of the industrial chain, on the basis of the company's drug wholesale and retail, specialized hospitals, has pharmaceutical production capacity, and gradually forms a large-scale pharmaceutical industry business system
linked up and down.
.
.
.
.
.
.
.
From the perspective of the reasons for the above-mentioned pharmaceutical companies to initiate mergers and acquisitions, most of them are to improve the company's market layout, find new profit growth points, enhance the company's market competitiveness, etc.
, and the changes in the pharmaceutical market behind it are intensifying
.
The industry believes that the overall valuation of the current pharmaceutical industry is low, the risk of mergers and acquisitions in this window is relatively small, and China's pharmaceutical industry is undergoing structural changes, and mergers and acquisitions will bring new growth points
.
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