去年短暂失联之后的首笔交易，郭广昌14亿美元收购印度药企

上海复星医药（集团）股份有限公司（Shanghai Fosun Pharmaceutical Group Co Ltd）已同意以14亿美元的价格，收购KKR& Co LP投资的Gland Pharma公司。这是印度今年规模最大的外资收购。

知情人士称，这是自复星国际有限公司（Fosun International Ltd）创始人、中国知名企业家郭广昌在去年晚些时候短暂失联之后，复星集团的第一个大动作。复星国际为上海复星制药的母公司。

此次收购也凸显出印度制药企业的光明前景，凭借低制造成本和劳动力成本，印度已成为全球主要药品供应商，其中美国是其最大的出口市场。

位于印度南部城市海德拉巴的Gland Pharma拥有四家工厂，提供各种注射类药物——这些药物用途广泛，可通过药瓶、注射器、注射袋和注射泵服用，制造难度高于普通药物。

穆迪的印度子公司ICRA预计，未来四年，到2019年美国将有价值160亿美元的注射类药物专利到期，这为印度供应商提供了巨大的增长机遇。ICRA估计，未来五年，美国注射类药物市场将以每年约10%的速度增长。

Gland Pharma的创始人和私募股权公司KKR共同持有约96%的股份。知情人士称，该笔股份将全部出售给复星制药。

周四，在香港上市的大型企业集团复星国际有限公司及其上海复星子公司，均暂停股票交易，等待一份有关“须予公布的交易”的声明。

上海复星的发言人拒绝置评。KKR与Gland Pharma未立即对此事发表看法。

亿万富翁郭广昌在上个月的“路透社新闻人物”活动（Reuters Newsmaker）上表示，由于此前的英国脱欧公投给英国和欧洲市场带来了日益严重的波动性，因此复星集团也在这些市场寻找机会。

有知情人士在四月份向路透社透露，除了复星之外，Gland Pharma的出售消息，也引起了私募股权公司Advent、医疗公司百特国际（Baxter International Inc）和制药公司Torrent Pharmaceuticals有限公司（Torrent Pharmaceuticals Ltd）的兴趣。

美国注射类药物市场的机遇，吸引了许多大型制药公司，如迈兰制药（Mylan NV）在2013年收购了Strides Shasun公司的注射类药物部门。

美国大型注射类药物公司Hospira，去年被辉瑞收购。（财富中文网）

译者：刘进龙/汪皓

Shanghai Fosun Pharmaceutical Group Co Ltd has agreed to buy Gland Pharma – backed by KKR & Co LP – for about $1.4 billion, a person with direct knowledge of the matter said, in India’s largest inbound acquisition this year.

The deal, which the person said could be announced as early as Thursday, would be the first major move by the Fosun group since Guo Guangchang, founder of flagship holding firm Fosun International Ltd and one of China’s best-known entrepreneurs, briefly went missing late last year.

The acquisition would also underscore a positive outlook for drugmakers in India, which is a major global supplier and counts the U.S. as its largest export market, helped by lower manufacturing and labor costs.

Gland Pharma, based in the southern city of Hyderabad, owns four factories from where it supplies a variety of injectables – widely used medicines administered through vials, syringes, bags and pumps, which are harder to make than regular medicines.

Moody’s Indian associate ICRA expects patents to expire on about $16 billion worth of injectables in the U.S. over four years through 2019, offering a growth opportunity for Indian suppliers. ICRA estimates the U.S. injectables market to grow at about 10 percent annually over five years.

Gland Pharma’s founders and private equity firm KKR, who jointly hold roughly 96 percent of the drugmaker, will sell almost all of their stake to Fosun, said the person, who was not authorized to speak on the matter ahead of an announcement and so declined to be identified.

Trading in shares of conglomerate Fosun International Ltd and its Shanghai Fosun subsidiary was suspended in Hong Kong on Thursday pending a statement regarding a “notifiable transaction”.

A spokeswoman for Shanghai Fosun declined to comment. KKR and Gland Pharma were not immediately available for comment.

Fosun group is also looking for opportunities in Britain and Europe, in markets rendered increasingly volatile by the former’s vote to leave the European Union, billionaire Guo said at a Reuters Newsmaker event last month.

Besides Fosun, the Gland Pharma sale attracted interest from private equity firm Advent, medical company Baxter International Inc and drugmaker Torrent Pharmaceuticals Ltd, people close to the matter told Reuters in April.

Opportunities for injectables in the United States has attracted large pharmaceutical firms such as Mylan NV, which bought the injectables business of Strides Shasun Ltd in 2013.

Hospira, a large U.S.-based injectables firm, was bought by Pfizer Inc last year.