国际医疗器械设计与制造技术展览会

专注于为医疗器械研发与生产服务

2023年6月1-3日 | 苏州国际博览中心B1-E1号馆

EN | 中文
   

美敦力或收购Mazor医疗机器人公司

2017-09-21

前不久,吉利德科学宣布以119亿美元现金收购Kite Pharma。财经顾问公司The Motley Fool称,华尔街正在讨论下一轮该收购哪家企业。

医疗机器人领域:Mazor Robotics

以色列医疗机器人制造商马祖机器人(Mazor Robotics,MZOR)开发了脊柱和大脑手术的机器人,但机器人手术并不是该公司产品的主要用途,它还可以被用于妇科、泌尿科、普通外科等领域的直观观察。这些机器人可以提高外科医生做手术的精度,减少并发症;减少体内手术X光的需要,从而降低了患者被暴露时接受的辐射剂量;减少术后疼痛让患者恢复地更快。

在骨科手术市场,Mazor X平台也不断地获得青睐。分析师预测,未来将有更多的医院开始购买这些价格在80万到100万不等的昂贵机器。虽然这对于医院和外科中心来说,是一笔巨大的投资。

早在去年,美敦力就看中了Mazor的潜力,豪掷千金,决定对Mazor机器人公司投资4000万美元,以股权投资方式介入。有了美敦力的渠道,预计Mazor将会如虎添翼。结合两家资源,其中数百名经验丰富的临床专家可以帮助提高Mazor品牌意识并加速其商业化进程。分析师认为,美敦力公司“以现金换股权”的方式,其最终目的可能是收购它。

肿瘤免疫疗法领域:朱诺医疗

虽然肿瘤免疫已经火了好几年,也不可能很快降温。在CAR-T竞技场上,获得FDA首个批准的CAR-T产品Kymriah的拥有者诺华(NVS)公司是领军者。朱诺医疗(Juno Therapeutics,JUNO)因最近CAR-T方案造成几个病人死亡落后了诺华和Kite,经过重新调整方案,它将依旧是该领域重要的一员。

由于吉利德科学重金收购Kite Pharma引起了业内对CAR-T的关注和价值的评估,此领域的一些初创公司自然成了华尔街下一个“香饽饽”,结果导致一些上市公司的股价急剧上升,如朱诺股价在几天内上涨了40%。显而易见,投资者们在蠢蠢欲动。

按照诺华CAR-T产品的获批进度,朱诺的产品有望在11月份获批上市。值得一提的是,它拥有3个CAR-T候选产品。那么问题来了,谁最有可能成为朱诺的买家?The Motley Fool认为,新基公司(Celgene)有极大的可能性。

外媒原文(仅截取Mazor Robotics相关部分)

Mazor Robotics (MZOR) develops robotic surgical equipment for spine and brain procedures. Hajres noted that at first she thought Mazor was competing with Intuitive Surgical (ISRG), which dominates robotic surgeries, but then realized that Intuitive focuses on gynecological, urology, and general surgery. She says, “So, what Mazor is improving the accuracy of surgeons when they’re doing these surgeries, it reduces complications, it minimizes the need for inner operative X-rays, which is great because that will lower the radiation doses that patients are exposed to, and it leads to a faster recover and less postoperative pain.” 

Campbell ties it into payers. Medicare and Medicaid reimburse at fixed rates, “So, the more that hospitals can reduce, say, recovery times, get patients in, get patients out, avoid complications that may end up having them return to the hospital where they’re not likely to get reimbursed as much from Medicare and Medicaid, the better.” 

It’s probably better for patients, too. 

Campbell also feels that the company is at a bit of a tipping point, where there’s enough research and support for the advantages, “where more hospitals may go out and start buying these machines, which are relatively expensive machines. They can run $800,000 to $1,000,000. So, it’s a big investment for these hospitals and surgery centers. I think that’s what we’re seeing now. We’re seeing Mazor generate pretty rapid growth for its latest system, which is the Mazor X.” 

So, is it for sale? Well, they note that Medtronic (MDT) inked a deal last year with Mazor to use its sales staff to generate leads with surgeons. Harjes says, “This is a partnership that had initially the responsibility for the two of these two companies to both be marketing these machines through the end of this year. Then, it had some options that came at the end of the year. But, we actually just found out earlier this week, I believe it was, that Phase II of the agreement is already going to kick in, which means that Medtronic will take over the exclusive rights to distribute the Mazor X system, and it’ll also make another investment in the company.” 

It’s also ahead of its schedule. The full marketing program wasn’t expected to start until February 2018. Medtronic likely sees Mazor as bolstering its spine platform, which includes implants and some of the components used during surgical procedures. Medtronic has $649 million in quarterly spine-related sales, and Mazor could meaningfully add to that, especially with Medtronic using its marketing clout worldwide. 

According to Harjes, Major’s system is used in about 5,000 procedures in the U.S., but the total addressable U.S. market is 500,000. And that’s just the U.S. market. 

Campbell says, “I don’t know if this is going to get to the size of an Intuitive Surgical. I think there’s a likelihood that at some point, Medtronic maybe just swoops in and buys up the company lock, stock and barrel. It’s already … as part of these deals, putting its money where its mouth is and buying shares in Mazor.” 

来源:生物探索