Since September this year, mergers and acquisitions in the pharmaceutical industry have been active, including Darentang's proposed acquisition of no more than 11.
9686 million shares of Keju Biologics, Haijiya Medical's proposed acquisition of 30% of the equity of Kaiyuan Xiehua Hospital for 15.
3 million yuan, Huadong Pharmaceutical's proposed acquisition of 60% of the equity of Huaren Technology, and the proposed acquisition of 50.
11% of the equity of Shenzhou Biotechnology by China Resources Shuanghe.
Recently, another pharmaceutical company restructuring news
.
On the evening of September 25, Longshen Rongfa issued a major asset restructuring plan, and the company intends to acquire 51% of the equity of Puan Pharmaceutical held by Gansu Nongken Group and 19% of the equity of Puan Pharmaceutical held by Gansu Pharmaceutical Group for 326 million yuan
.
According to the data, the main business of Longshen Rongfa and Puan Pharmaceutical is the research and development of pharmaceutical products, medical products and health care products; Production and sales of proprietary Chinese medicines, health foods, and APIs
.
After the completion of this restructuring, Puan Pharmaceutical will become a holding subsidiary of Longshen Rongfa, which will completely solve the problem
of competition between Puan Pharmaceutical and Longshen Rongfa.
Longshen Rongfa said that this restructuring can further enrich the company's product categories, expand the product structure, and is conducive to realizing the brand advantages and market advantages of the two exclusive varieties and fist products of Xuanyuan Lung Antitusion Compound and Yuanhu Pain Drop Pills, expanding the advantages of the company's characteristic proprietary Chinese medicines, creating an echelon of characteristic proprietary Chinese medicine products, and solving the current risk
of single-variety dependence.
For the development plan after the reorganization, Longshen Rongfa said that after the completion of the reorganization, the company will firmly grasp the national traditional Chinese medicine development strategy, the "healthy China" development strategy and the policy opportunities for deepening the reform of the pharmaceutical industry, combined with its own overall development strategy, continue to increase investment, expand and strengthen the existing business, optimize the business layout, enrich the product structure, extend the industrial chain, adhere to the development direction of combining endogenous growth and epitaxial expansion, and build the company into a characteristic traditional Chinese medicine product production platform for Gansu Pharmaceutical Group to revitalize the long-term pharmaceutical industry.
High-quality resources and industrial chain extension and integration platform, and constantly improve the quality of the company's development, to make due contributions
to local economic development.
From the perspective of the background of the industry, the pharmaceutical industry is affected by policies such as medical insurance control fees, and the track is becoming more and more intense, which makes the industry unveil a new round of mergers and acquisitions
.
Since 2022, there have been more than 300 M&A transactions in the first half of the year alone
.
According to the "Review of the M&A Market in the First Half of 2022 - China's Pharmaceutical and Life Sciences Industry" released by PwC on September 21, the number of M&A transactions in the pharmaceutical industry remained active in the first half of 2022, with the number of transactions in the first half of the year reaching 365
.
In terms of segmentation, medical devices performed well, and the number of transactions in the medical device sector continued to grow in the first half of 2022, exceeding 300, a record high, but the transaction amount dropped to $4.
1 billion.
Specifically, traditional equipment fields such as in vitro diagnosis, imaging, and consumables, as well as emerging technology fields such as digital health, surgical robots, and digital precision dental instruments, continue to receive attention
from investors.
The industry believes that medical devices benefit from the impact of factors such as the intensification of the aging population, and the rising market demand, coupled with the support of favorable policies, has promoted the continuous expansion
of the domestic medical device industry.
According to the statistics of the "Blue Book of China's Medical Device Industry 2021", from 2016 to 2021, the market size of China's medical device industry has shown an upward trend year by year, and in 2021 it has approached the trillion yuan mark, an increase of more than 20%
year-on-year.
The collection of consumables after drugs has an impact on medical devices, especially some high-value consumables, but in the long run, it is conducive to the reshaping of the industry's competitive landscape, and the industry will develop
in a healthy direction.
