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CNBC AI · 2026/8/2 22:17:47

AstraZeneca in talks with Bristol Myers Squibb on $400 billion megadeal, FT reports
AI 中文解读
医药圈要出大事了!阿斯利康正与百时美施贵宝洽谈合并,如果谈成,这将是史上最大规模的药企并购案,两家公司加起来估值高达4000亿美元。
通俗点说,这两家都是全球制药界的"大佬":阿斯利康是英国老牌药企,疫苗和抗癌药都很强;百时美施贵宝则是美国癌症治疗领域的"收购狂人",从2007年至今已买下七家公司。其中最经典的案例是收购美达雷克公司,拿到了一款能对付晚期黑色素瘤的"明星药",还能扩展用于肺癌和前列腺癌等多种病症。
这种"买买买"策略让百时美施贵宝在抗癌药市场站稳了脚跟,也让阿斯利康看到了强强联合的价值。要是合并成功,两家公司的抗癌药研发管线将合二为一,新药上市的进程可能大大加快。
对普通人来说,癌症治疗一直是"烧钱"的重灾区。药企合并意味着科研力量更集中,或许能催生更多疗效好、价格更合理的新药。当然,大合并也可能带来垄断风险,未来药价怎么走,还得看监管部门的审批态度。这笔交易能否落地,全球医药格局都将因此改变。
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Biotech and PharmaAstraZeneca in talks with Bristol Myers Squibb on $400 billion megadeal, FT reportsPublished Sun, Aug 2 20264:00 PM EDTUpdated 6 Hours AgoAnnie NovaWATCH LIVEKey PointsUK pharmaceutical company AstraZeneca is considering a deal to merge with its U.S. competitor Bristol Myers Squibb, according to a report by the Financial Times. The megadeal would be one of the largest in history, creating a combined company valued at $400 billion. In this articleBMYAZNFollow your favorite stocksCREATE FREE ACCOUNTA smart acquisition strategy has made Bristol-Meyers, which has bought seven companies since October 2007, a big player in the cancer-treatment industry. Its purchase of Medarex in July added a key drug for metastic melanoma that’s in Phase III trials. The drug has possible multiple indications – industry jargon for its ability to treat more than one condition – for lung and prostate cancer.But BMY also sells Erbitux for colorectal, head and neck cancer, Ixempra for breast cancer, Taxol for breaU.K. pharmaceutical giant AstraZeneca is considering a deal to merge with its U.S. competitor Bristol Myers Squibb, in a deal that would value the joint company at roughly $400 billion, the Financial Times reported on Sunday. It's still unclear whether the deal will come together, but the companies have been discussing a merger over the last few months, sources told the FT. The merger would be one of the largest in history.AstraZeneca and Bristol Myers Squibb did not immediately respond to a CNBC request for comment. Last year, AstraZeneca unveiled plans for a direct U.S. listing, aiming to capitalize on stronger valuations in the U.S. market while remaining listed in London.The company's share price has more than quadrupled during Pascal Soriot's 14-year tenure as CEO, soaring above the wider FTSE 100 index and main British rival GSK.AstraZeneca's second-quarter result
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