异动解读 | 罗氏反对诺和诺德收购康泰伦特,引发行业担忧

异动解读
24 Oct 2024

罗氏制药公开表示反对诺和诺德收购合同药品生产商康泰伦特,认为这将限制减肥药领域的竞争,不利于行业发展。罗氏首席执行官托马斯-施奈德指出,如果这笔交易获得批准,将对蓬勃发展的减肥药行业产生不利影响。

除罗氏外,礼来、阿斯利康等制药巨头均对该交易表示担忧,认为康泰伦特是许多公司减肥药产品的重要生产商。一旦被诺和诺德收购,市场竞争力可能受到削弱。一些小型生物技术公司如Viking Therapeutics、Structure Therapeutics等,在生产和供应肥胖症药物方面也可能受到影响。

一个由消费者、患者和工人权益组织组成的联盟已向美国联邦贸易委员会提出申请,要求阻止该交易。该联盟认为,交易一旦获批,不仅将威胁减肥药市场竞争,基因疗法领域亦可能受到冲击。不过,诺和诺德方面回应称,即使收购康泰伦特,市场上仍有大量其他合同药品生产商可供选择。

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