"Tsis Muaj Biosimilars, dab tsi ntxiv VTRS yuav tsum tau tham txog ntawm cov cuab tam kev loj hlob yav tom ntej?" tau sau Raymond James tus kws tshuaj ntsuam Elliot Wilbur hauv tsab ntawv tshaj tawm hnub Monday sawv ntxov. "Lub tuam txhab tau tshaj tawm Biosimilars ua lub platform loj hlob zoo rau ntau tshaj kaum xyoo."
Raws li cov lus cog tseg tau tshaj tawm hnub Monday, Viatris yuav muag nws cov lag luam biosimilars rau ib qho
Biocon
(532523.India) cov chaw muag khoom hu ua Biocon Biologics rau $ 2 nphom hauv cov nyiaj ntsuab pem hauv ntej, ntxiv rau $ 335 lab hauv cov nyiaj ntsuab ntxiv uas yuav tsum tau them rau xyoo 2024, thiab $ 1 nphom hauv kev hloov pauv tau nyiam uas yuav muab Viatris 12.9% ceg txheem ntseeg hauv Biocon Biologics .
Viatris tau hais tias Biocon Biologics yuav tshaj tawm rau pej xeem los ntawm kev tshaj tawm pej xeem hauv Is Nrias teb thaum xyoo 2023.
Viatris thiab Biocon tau koom tes ntev, thiab tau koom tes nrog ntau tus biosimilars uas Biocon tam sim no yuav. Biosimilars yog cov ntxhib sib npaug ntawm generics rau complex biologic tshuaj. Tsis zoo li nrog ntau cov tshuaj hu ua me me molecule, nws tsis muaj peev xwm rau cov neeg sib tw los tsim cov qauv ntawm biologics kom muag thaum lawv cov patents tas sij hawm.
Viatris tus thawj tswj hwm, Rajiv Malik, tau hais hauv nqe lus hais tias "Qhov kev hloov pauv no yog kauj ruam tom ntej rau peb txoj kev koom tes. "Tsim qhov peb cia siab tias yuav yog tus thawj coj sib koom ua ke thoob ntiaj teb biosimilars tshwj xeeb yog qhov txuas ntxiv ntawm peb txoj kev taug kev biosimilars thiab ua rau peb tuaj yeem koom nrog hauv qhov chaw no hauv txoj hauv kev zoo dua thaum qhib cov txiaj ntsig tseem ceeb."
Viatris shares tau tawm tsam kom tau txais kev yuav khoom txij li lub tuam txhab tau tsim nyob rau lub Kaum Ib Hlis 2020 los ntawm kev sib koom ua ke ntawm Mylan thiab
Pfizer
's (PFE) Upjohn unit. Cov Tshuag tau nqis 5.4% ntawm kev sib koom ua ke thiab kaw ntawm kev lag luam rau hnub Friday, lub sijhawm uas S&P 500 tau nce 23.2%.
Cov khoom lag luam tau nce siab txij li thaum pib lub Kaum Ob Hlis, nce 19.1% thaum S&P 500 poob 3.7%. Kev lag luam rau hnub Monday kom deb li deb tau tshem tawm cov txiaj ntsig ntawd. Cov
S&P 500
poob 0.1% rau hnub Monday, thiab cov
Dow Jones Muaj Nruab Nrab
poob 0.4%.
Tsis tas li rau hnub Monday, Viatris tau tshaj tawm cov nyiaj tau los rau 2021 uas ua tau raws li Wall Street qhov kev cia siab. Lub tuam txhab tau tshaj tawm cov nyiaj tau los tsis yog GAAP rau xyoo ntawm $ 3.70 ib feem, raws li
FactSet
,
ze ntawm FactSet kev pom zoo kev cia siab ntawm $ 3.72. Thiab lub tuam txhab tau tshaj tawm kev muag khoom rau xyoo ntawm $ 17.9 nphom, kuj ua raws li kev pom zoo kwv yees.
Hauv nws daim ntawv tshaj tawm hnub Monday, Raymond James's Wilbur tau sau tias qhov kev cog lus nrog Biocon tau ua rau lub hlis ntawm kev kwv yees.
"Txawm hais tias muaj kev cuam tshuam tsis zoo rau cov lus piav qhia txog kev loj hlob tam sim no, tag nrho kev txiav txim siab ntawm $ 3.335B tsuas yog qhov zoo dhau los mus deb ntawm peb qhov kev xav," Wilbur sau.
Hauv ib daim ntawv cais, UBS tus kws tshuaj ntsuam Kevin Caliendo tau sau tias cov ntsiab lus ntawm qhov kev pom zoo zoo li "zoo nkauj heev" rau Viatris "thaum blush."
Tseem, nws hu ua qhov kev pom zoo xav tsis thoob, muab cov tuam txhab cov thawj coj tau hais txog lawv txoj kev cia siab rau biosimilars uas yog "tus tsav tsheb loj hlob yav tom ntej rau lub tuam txhab."
Hais lus ntawm tus neeg ua lag luam hu rau hnub Monday ntxov, Viatris CEO Michael Goettler tau hais tias qhov kev pom zoo tau muab Viatris qhov txiaj ntsig zoo rau nws cov lag luam biosimilars. Nws hais tias "Nws yog tam sim no xauv tus nqi," nws hais. "Nws muab $ 2 nphom rau peb tam sim ntawd hauv cov nyiaj ua ntej. Peb tseem koom nrog hauv kev lag luam biosimilar, tsuas yog nyob rau hauv ib txoj kev sib txawv los ntawm kev muaj 12.9% ... stakeholder nyob rau yav tom ntej Biocon Biologics nrog lub peev xwm upside uas los nrog qhov no. "
Lub tuam txhab yuav muaj sijhawm los piav qhia ntxiv txog yuav ua li cas kev tswj hwm pom nws txoj kev loj hlob yav tom ntej yam tsis muaj nws txoj kev lag luam biosimilars ntawm ib hnub kws tshuaj ntsuam nws yog hosting rau hnub Tuesday.
Sau ntawv rau Josh Nathan-Kazis ntawm [email tiv thaiv]
