Haleon

关注并星标CPHI制药在线 近日，据Fierce Pharma报道，赛诺菲正在与美国私募股权公司Clayton,Dubilier&Rice进行谈判，可能出售其消费者健康业务部门Opella的50%控股权，该笔交易的价值或高达150亿欧元（约164亿美元）。 Opella是赛诺菲旗下消费者健康业务部门，总部位于法国，是非处方药和维生素、矿物质和补充剂市场的全球第三大公司。Opella拥有多个知名品牌，包括抗过敏药物Allegra、肌肉疼痛缓解产品Icy Hot、爽身粉Gold Bond等。根据赛诺菲新闻稿，Opella现拥有研发、生产、数字化的专用资源，拥有11000多名员工，管理13个生产基地和4个研究和创新中心。 赛诺菲为何要剥离Opella？ 事实上，这是赛诺菲“全力致胜”（Play to Win）战略的关键一步，旨在将资源集中在创新药物和疫苗业务上，以提升研发生产力和市场竞争力。此次剥离Opella，赛诺菲将会获得大量现金注入，从而将更多资源投入到生物制药业务中。未来，赛诺菲将把自身免疫性疾病作为重点布局方向之一，并且可能会进军减肥赛道。 除赛诺菲外，近年来，头部MNC（跨国医药集团）一直在剥离消费者健康业务。背后有什么原因？ 消费者健康业务成为MNC弃子 2020年2月，默沙东宣布将剥离其专注于女性健康的业务板块，2021年6月，公司正式从默沙东分拆，并重新启用Organon（中文名“欧加隆”）作为公司名。此后，Organon作为一家独立公司于纽交所上市（NYSE：OGN）。 目前，Organon在女性健康、生物类似药以及经典品牌业务领域拥有超过60款药物和产品组合，包括皮下植入式避孕剂Nexplanon、长效促排卵针Elonva、针对产后出血的Jada System等女性生殖健康和生育方面的产品，以及免疫学和肿瘤学治疗产品。 欧加隆在全球已实现大规模、广覆盖的发展，在比利时、巴西、印度尼西亚、墨西哥、荷兰和英国运营着6家制造工厂，产品销往全球140多个国家和地区。 默沙东之后，强生、GSK等也相继剥离消费者健康部门。2022年11月，强生宣布，计划将其消费者健康部门剥离出来，作为独立公司上市。2023年8月，该部门作为新公司正式分拆出来，命名为Kenvue。 Kenvue拥有多款知名消费者健康品牌，如邦迪创可贴、泰 诺(Tylenol)药品、李施德林漱口水等4个价值10亿美元的大品牌，以及20个超过1.5亿美元的品牌，每年业务总规模近150亿美元。 随着今年5月13日，强生宣布出售在Kenvue仅有的9.5%股份，意味着强生彻底告别经营百年的消费者健康业务。强生董事会主席Joaquin Duato曾表示，分拆消费者健康业务，是为了进一步加强强生对制药和医疗技术业务转型创新的关注。 2024年5月，GSK宣布，计划出售其在消费者健康公司Haleon(赫力昂)的剩余所有股份。Haleon由GSK和辉瑞的消费保健部门于2018年12月合并组建而成。此次出售，意味着GSK彻底退出消费健康领域。 对于默沙东、GSK、赛诺菲等全球大型药企来说，消费者健康业务剥离热潮已经持续了近十年。除此之外，MNC还在持续“瘦身”，剥离非核心业务。 持续剥离背后，映射MNC创新转型迫切 在剥离消费者健康业务之外，一些MNC也在终止公司的非核心业务。去年，强生关闭了其传染病和疫苗部门。今年9月底，外媒报道，强生正在关闭其制药部门的心血管和代谢药物部门。并将研发重点缩小到三个治疗领域：肿瘤学、免疫学和神经科学。 辉瑞也在剥离旗下多个仿制药，同时专注于创新药。2021年3月，辉瑞宣布停止在中国生产生物仿制药，并将位于杭州的生物药基地出售给无锡药明生物。 诺华在剥离了仿制药公司山德士后，又终止了研发管线中的非核心项目，诺华表示要聚焦心血管、肾脏及代谢，免疫，神经科学以及肿瘤这四个核心治疗领域。 伴随着MNC将“聚焦创新”作为发展关键词，未来消费者健康业务的剥离将是大势所趋。如拜耳（Bayer）也曾考虑分拆其消费者健康业务，该业务包括非处方药品、营养补充品和皮肤护理产品。拜耳希望通过分拆这些业务，更专注于其制药和生命科学领域的核心业务。通过剥离，MNC将更专注于创新药物的研发，这对于全球患者来说无疑是一个好消息。 参考来源：        1.https://www.fiercepharma.com/pharma/sanofi-enters-talks-private-equity-firm-purchase-controlling-stake-consumer-health-business.        2.https://www.reuters.com/markets/deals/jj-sell-all-shares-spun-off-unit-kenvue-2024-05-13/. END 来源：CPHI制药在线 声明：本文仅代表作者观点，并不代表制药在线立场。本网站内容仅出于传递更多信息之目的。如需转载，请务必注明文章来源和作者。 投稿邮箱：Kelly.Xiao@imsinoexpo.com ▼更多制药资讯，请关注CPHI制药在线▼ 点击阅读原文，进入智药研习社~

HLTH 2023 HLTH 2024 at the Venetian Expo Center in Las Vegas on October 20 to 23 will spotlight a variety of startups that want to improve care coordination for providers, detect diseases earlier, improve the way we age and more. Additionally, specialized programming will spotlight critical topics in the health insurance and pharma industries. There will also be opportunities to gain health tech insights from a group of physicians as part of the new Physician Roundtable program. We’ve highlighted the startups taking part in the four startup pitch competitions. Register for HLTH to get a first-person perspective of the healthcare startup landscape. The HLTH Startup Pitch Contest, sponsored by Johnson & Johnson, is geared to startups less than 5 years old that have raised less than $5 million in capital. The winner receives $15,000 in HLTH 2025 sponsorship credit and a $15,000 check from HLTH. The contest will take place on the Startup Stage on Monday, October 21, from 11:00 am to 12:20 pm. BioTrillion developed what it refers to as a digital biomarker platform called BioEngine4D, according to its website. It’s designed to transform health monitoring by converting smartphones into medical devices. It also developed an app, HealthySelfie™, to quantify vital health information using a 10-second face scan. HerHealthAI focuses on endometriosis, which affects 10% of girls and women globally — 190 million according to data from the World Health Organization. The startup is developing AI-driven solutions to enable early detection of endometriosis, reduce the need for invasive surgeries, and improve patient outcomes, according to its website. CerebraAI seeks to harness generative AI to analyze non-contrast CT scans in the emergency department. Its technology is designed to identify potential abnormalities within brain tissues to diagnose strokes, according to the company’s website. BlueSpine wants to streamline medical claims cost containment. Using AI, the company seeks to help self-insured employers to discover, recover, and prevent medical overbilling. NeuroGeneces is developing a neurological assessment, NeuroInsight™, with the goal of detecting atypical brain decline up to two decades before symptoms of conditions such as Alzheimer’s disease emerge, according to its website. WearableDose seeks to revolutionize cancer treatment. Its precision dosimeter helps doctors provide accurate administration of radiation therapy to tumors — lowering costs, and improving patient outcomes. The WearableDose Patch is a disposable adhesive based on an electronic polymer particle detector applied to the patient’s skin to measure radiation intensity and spatial distribution, according to the startup’s website. Preview Health has developed a blood test to detect Parkinson’s disease. The goal is to provide early detection so intervention efforts can begin earlier, increasing the time to monitor disease progression, boost drug efficacy, and develop a customized care plan. The Healthy Living Pitch Competition, in collaboration with the AgeTech Collaborative™ from AARP, spotlights startups focused on healthy aging solutions. Finalists for the contest offer tech solutions that contribute to maintaining and enhancing well-being as we age. The winner receives a $10,000 check from AARP. Startups pitching at this event may be invited to join the AgeTech Collaborative accelerator program. The contest is scheduled to take place on the Startup Stage from 2:30 pm to 4:00 pm on Monday, Oct. 21. EverEx is a digital therapeutics company that developed an AI-powered remote patient monitoring tool to support physical therapy. It can be used to prevent, manage, and treat musculoskeletal disorders. By analyzing user data for prescribed exercises and assessments, the company can customize treatment plans for each patient’s needs, according to the startup’s website. HEMOTAG LLC uses AI and cloud computing to discover biomarkers to identify and monitor structural heart health. Jana Care Inc is developing biomarker assays for its proprietary digital health platform with the goal of improving health outcomes for people living with chronic diseases. Its approach seeks to lower the cost of diagnostic testing. Pharus Diagnostics combines machine learning technology with novel biomarker combinations, with the goal of making early cancer detection possible and thereby potentially improving patient outcomes, according to its website. Pontosense has developed a coin-sized contactless radio frequency sensor that monitors biometrics such as breathing rate, heart rate, and heart rate variability to unlock new human applications in everyday technology. Pills2Me Inc. is a pharmacist-founded prescription drug delivery business. The service picks up prescriptions from the customer’s chosen pharmacy and delivers them at a time that fits the customer’s schedule. It also offers customers the ability to consult with a pharmacist for over-the-counter medication, according to the startup’s website. The Provider Care Coordination Pitch Competition, sponsored by TGH Ventures, the investment arm of Tampa General Hospital, is themed Transforming care coordination: Smarter, simpler, more impactful. TGH Ventures looks for solutions that enhance communication, streamline processes, and improve patient outcomes by integrating seamlessly with existing healthcare systems. The winner will receive a $10,000 check from TGH Ventures. They will also be invited to meet with senior leadership for a chance to partner with TGH. The contest is scheduled for the Startup Stage from 2:30 pm to 3:50 pm, on Tuesday, October 22. Blue Agilis provides insight into practices’ value-based care maturity levels, surfacing high-value opportunities, and leveraging practice pattern data to create practice-specific interventions and a blueprint to accelerate improvements in quality, cost, health equity, and patient experience, according to the company’s website. SkinCheck has developed an early skin cancer detection technology. Through their smartphone, users can check their moles for skin cancer, track their moles over time, and compare them to an index of different cancerous and non-cancerous mole types, according to the company’s website. Rheumission is a virtual-first integrative rheumatology and lifestyle medicine practice that seeks to provide people with rheumatology conditions fast access to personalized care. Autoimmune patients and physicians specializing in this area developed the program. It offers a multidisciplinary care team and an app to keep users’ healthcare records and tracking in one place. Lilypad Health has developed a non-invasive way to monitor women’s health through menstrual blood. Its mission is to fight healthcare disparity and improve care. By collecting and filtering menstrual blood, the startup hopes to improve detection of HR-HPV, fertility hormones, thyroid levels, and more, according to its website. Troupe Health offers a care delivery solution designed for senior living communities to extend the reach and impact of primary care providers and caregivers. It provides clinical services with a fully integrated care coordination and communication platform. Asepha wants to help pharmacists automate manual tasks so they can focus on clinical work. Its proprietary large language models (LLMs) are trained on thousands of real-life pharmacy encounters, pharmacists’ clicks, actions, and repetitive tasks that perform better than the state-of-the-art LLMs for clinical use cases, according to the startup’s website. AI-Stroke has created a dataset of 23,000+ stroke patient videos and millions of images to train its AI. Embedded in a tablet or smartphone, it is designed for EMS first responders to identify strokes and large vessel occlusions in seconds. Patients perform exercises while being filmed, and the AI gives stroke diagnostics, specifies its kind, and selects the best hospital for treatment, according to the company’s website. Well by HLTH Pitch Competition is sponsored by Haleon. Startups participating in the contest are under 5 years old and have raised less than $5 million. The winner receives $15,000 in HLTH 2024 sponsorship credit and a $15,000 check from HLTH. The competition will kick off on the Startup Stage from 11:00 am to 12:20 pm, on Tuesday, October 22. Cadence OTC sits at the intersection of women’s health and retail health. It wants to make birth control pills more accessible so everyone can buy them, regardless of a prescription or insurance. Its goal is to bring over-the-counter emergency contraceptives to convenience stores nationwide, especially in areas lacking healthcare services. Healthful developed an AI platform to translate an individual’s biomarkers into actionable, science-backed natural health solutions, according to its website. Thimble has produced two kinds of adhesive patches to relieve needle pain. One is designed to be used ahead of an injection, such as a blood test or vaccine to reduce pain. Another is used after the injection to reduce pain and soreness, according to its website. Alba Health targets gut health through a microbiome test developed specifically for newborns to 3-year olds. The test is designed to generate data that can be used to provide more customized support for our future health. Morari, Inc’s objective is to restore confidence in male sexual health by eliminating the embarrassment and frustration of premature ejaculation through the use of a wearable patch activated by a smartphone app, according to its website. Firstgrin focuses on pediatric oral health. By fostering healthy oral habits from childhood, the startup seeks to safeguard oral health into adulthood. Soteri Skin Inc. developed a skincare treatment for eczema with the goal of long-term relief for people with the skin condition. Brinter is creating 3D bioprinted, biocomposite implants for the soft tissue repair market. It seeks to restore damaged tissue and replace conventional implants. The Insights series at HLTH on Sunday, October 20 from 1:00 pm to 4:00 pm, will cover topics of importance to payers and the pharma industry. The Pharma Insights program brings together industry leaders, researchers, and experts who are leveraging innovation to accelerate drug discovery and enhance patient outcomes. It includes three panel discussions focused on therapeutic advancements for age-related diseases, equitable access to medicine, and the role of generative AI to accelerate drug development. Sponsors include Takeda, StriveRx, Empower Pharmacy, and Amgen. The Payer Insights program, sponsored by PurpleLab, Ceris, and Evernorth Health Services, will focus on the ongoing shift occurring within the healthcare payments landscape with a push to value-based models. It will also draw attention to the heightened focus on consumer-centric engagement strategies and an increased pressure to clean up convoluted processes and address the high costs of care. The Impact programs will explore learning, sharing and collaboration among healthcare’s advocates and changemakers. Sessions will be held on the Impact Stage on Monday, October 21 and Tuesday, October 22. The Health Equity Impact program will offer a thoughtful, hard-hitting platform to discuss this social issue. Accelerating vaccine development, health equity innovation, maternal mental health care, and access to rural healthcare are among the topics of discussion. The Patients at HLTH Impact program will spotlight the patient experience in healthcare, such as the impact of weight bias on access to care and a dietician’s role in the healthcare ecosystem. The Physician Roundtables, a new feature at HLTH, will provide a way for organizations to elevate their engagement and connect with eight hand-selected, active physicians in a semi-private setting. These 45-minute sessions provide invaluable feedback tailored to your specific challenges and questions. Participants can gain real time feedback on the commercial viability of new health tech in clinical settings from the very people who would be using this technology, which will provide investors and entrepreneurs with valuable insights. Physician Roundtables is offered in partnership with Physician Side Gigs, an online community of over 200,000 verified physicians. Networking opportunities abound at HLTH. Among some of the networking events are the opening night reception, the 6th annual Digital Health Hub Awards Reception, and affinity networking events. To take full advantage of the exciting catalog of startups and healthcare innovation conversations, register today!

iStock, master1305 Sanofi looks to follow a deep history of Big Pharmas offloading their consumer healthcare businesses. When Sanofi announced last week that it plans to sell a 50% controlling stake of Opella, its consumer helath business, the disclosure echoed similar moves by other Big Pharma companies, including Johnson & Johnson, GSK, Pfizer and Novartis. Just last year, J&J split off Kenvue, creating a standalone company to house iconic brands like Tylenol and Benadryl. Novartis did the same with its generics and biosimilars unit Sandoz as well. But if you look back even further, Roche was the first Big Pharma 20 years ago to portion off its consumer work and hand it off to Bayer. Sanofi is now looking to make a similar move, selling Opella to a private equity firm. The company first set up its consumer healthcare section as a standalone global business unit in 2019, seemingly prepping it for a full spin out at some point, while streamlining down to only priority brands. Those under the Opella banner include seasonal allergy medication Allegra, topical pain relief line IcyHot and constipation drug DulcoLax. As of 2023, the unit had revenue of €5.2 billion ($5.7 billion), with a presence in 150 countries with 11,000 employees. Sanofi telegraphed the split from the consumer healthcare unit a year ago as part of its October 2023 “Play to Win Strategy.” Specifically, the company announced a plan to separate the consumer business entirely and shift its focus to innovative medicines and vaccines. The move would create two separate entities, “each better equipped to pursue its own business strategy,” according to the release, which noted that the separation could happen by the fourth quarter of 2024. And here we are, the final quarter just beginning, and Sanofi is in earnest talks with a potential buyer for Opella. As we wait for that story to unfold, BioSpace takes a look back at how this sort of transaction has gone previously. Kenvue Former parent: Johnson & Johnson New ownership: Standalone company Date of split: August 23, 2023 Brands: Tylenol, Zyrtec, Nicorette, Benadryl, Motrin 2023 revenue: $15.4 billion YOY growth: 5% Kenvue spun out of J&J in August 2023, marking a “historic moment,” according to newly-minted CEO Thibaut Mongon. J&J still has a stake in the company, but Kenvue is otherwise independent . A debt offering and the IPO raised $13.2 billion. When announcing the spin off, J&J CEO Joaquin Duato said the separation “sharpens” the healthcare company’s focus on innovation in pharma and medtech. The separate company is now the largest pure-play consumer health company by revenue, known for brands such as Tylenol, Neosporin, Johnson’s baby soap, Listerine and Neutrogena. Kenvue planned to spend 2024 investing in its brands and boosting prominence on store shelves. Mongon said during a second-quarter earnings call, “Earlier this year, I committed to you that you would see a new Kenvue, the bolder company that is moving quickly to advance our three priorities to reach more consumers effectively, invest further behind our brands, and build a culture of performance and impact.” Sandoz Former parent: Novartis New ownership: Standalone company Date of split: October 4, 2023 Brands: Generics, biosimilars 2023 revenue: $9.6 billion (reported as net sales) YOY growth: 11% Wanting to focus 100% on innovative medicines , Novartis spun off the Sandoz unit, which manufactures generics and biosmiliars, just over a year ago. This transaction was a little different from the others on this list, as Sandoz exclusively manufactures prescription medicines, but it gets lumped in with the rest when talking about major pharmaceutical companies calving off massive portions of their business to focus on innovation. In 2023, Sandoz launched biosimilars for AbbVie’s Humira and J&J’s Stelara. This year, it’s launched a generic for chemotherapy drug paclitaxel and a biosimilar of Regeneron’s Eylea, among many others. CEO Richard Saynor boasted during a second-quarter earnings call in August that Sandoz had grown for the 11th straight quarter. But he also foreshadowed changes that could impact employees, with a multiyear program underway to reduce costs by $200 million annually by 2026. “Coming out of a large pharmaceutical company with a much more complex and layered infrastructure we have plans to reduce layers across the organization and simplify our processes,” Saynor said. Haleon Former parent: GSK/Pfizer New ownership: Standalone company Date of split: July 18, 2022 Brands: Sensodyne, Advil, Voltaren, Theraflu, Centrum 2023 revenue: £11.3 billion ($14.7 billion) YOY growth: 4.1% GSK’s consumer healthcare unit was said to be worth $36 billion at the time of the demerger, which was announced in early 2022. CEO Emma Walmsley said the spin out was coming as the U.K. pharma planned “the most significant corporate change for GSK in the last 20 years.” The unit was formed through a series of M&A deals and divestments, and was partly owned by Pfizer at the time of the sale. GSK held a majority 68% interest while Pfizer had 32%. Brian McNamara, previously the chief of the consumer division at GSK, was put in place as CEO, a role he still holds. Haleon recently upped its stake in a Chinese joint venture called Tianjin TSKF Pharmaceutical, adding another 33% equity interest, and divested ChapStick and other brands, along with a handful of nicotine replacement products. “We love the portfolio we have. We don’t believe we need to do anything with the portfolio to deliver on our guidance that we have given. But that said, we want to proactively and actively manage the portfolio,” McNamara said. He promised that as certain products are offloaded, his team is keeping an eye out for bolt-on M&A opportunities. Both GSK and Pfizer have been lowering their stakes in Haleon in recent months, with Pfizer’s share dropping from 32% to 24% in March, while GSK’s has fallen to just 4.2% ownership. Consumer health business Former parent: Merck KGaA New ownership: Proctor & Gamble Date of split: December 1, 2018 Brands: Neurobion, Nasivin, Bion3 2023 revenue: N/A YOY growth: N/A Germany’s Merck KGaA sold off its consumer health unit to Proctor & Gamble in 2018, perhaps kickstarting the more recent trend we see today. The unit was purchased for €3.4 billion ($3.7 billion), netting €2.7 billion ($2.9 billion) in cash, which Merck put towards reducing debt. The unit’s key brands include Neurobion, Dolo-Neurobion, Femibion, Nasivin and Bion3, primarily sold in Europe, Latin America and Asia. P&G also took on the Merck employees from the unit. P&G has previously had a joint venture with Teva in consumer health, which was terminated with the Merck deal. Roche Consumer Health Former parent: Roche Holdings New ownership: Bayer Date of split: July 2004 Brands: Aleve, Bepanthen, Berocca, Flanax, Redoxon 2023 revenue: N/A YOY growth: N/A Roche and Bayer had been working together in a consumer health joint venture, but the Swiss pharma decided to leave the partnership in 2004. Bayer was happy to pick up the remaining shares plus a few more assets including manufacturing sites. The complex transaction was three deals in one, with the termination of the joint venture, the sale of Roche’s over-the-counter business to Bayer and the out-licensing of an anti-obesity drug called orlistat going to GSK. Consider that, 20 years later, obesity and weight loss has become all the rage in pharma, with Roche investing heavily in the GLP-1 space to keep pace with its peers. Orlistat is still manufactured and sold over-the-counter by none-other than GSK’s former consumer unit Haleon and also as a generic by others.