Medlife

前言2023年，新冠疫情已经缓和，但其带来影响还在持续：如急救设备需求增加、医保控费局面严峻等。与此同时，局部国际冲突、大宗商品市场收紧、人口拐点出现、资本支出复苏等对全球经济施加的影响促使医疗健康在内的各产业进行调整，以应对未来长期持续的挑战。而这些影响也将带来全新的投资主题：以人工智能为主的技术驱动型解决方案的发展，以及地方政府引导基金、国资的强势加入。另一方面，全球融资成本的上升，让资本市场保持谨慎态度，表现为小额融资数量的大幅增加和愿意主动披露新一轮融资的企业减少，融资总额持续走低。因此，能在2023年破局出围、完成高额融资，为拓展领域积极并购或退出，以及踊跃出海探索新机遇的企业尤其值得关注。基于此，我们按细分领域、根据公开披露金额推出2023年医疗健康产业TOP榜单，一睹亮点企业在2023年的高光时刻。投融资TOP榜单1、生物医药此次盘点项目按企业在监管文件、新闻公告和其他公开声明中披露的金额进行排名。CGT仍是行业焦点：在2023年生物医药领域获得融资金额最高的10家企业中，细胞基因治疗领域相关的就有3家，其中细胞和基因治疗新药研发商ElevateBio凭借其多样的集成研发技术平台完成4.01亿美元D轮融资，一举成为生物医药领域年度融资榜榜首。呼吸系统疾病治疗领域表现突出：随着新冠、流感、支原体等多种呼吸道疾病叠加，相关药物治疗赛道的热度也在持续上升，在2023年生物医药领域获得融资金额最高的10家企业中，就有2家企业来自该赛道，分别为呼吸道药物制造商Nephron和呼吸系统和炎症疾病治疗方法开发商Aiolos Bio。2、医疗器械此次盘点项目按企业在监管文件、新闻公告和其他公开声明中披露的金额进行排名。手术机器人热度持续：在2023年医疗器械领域获得融资金额最高的10家企业中，手术机器人领域相关的就有3家，分别为致力于利用下一代手术机器人Versius®改造外科手术的CMR Surgical、以消除机器人手术的复杂性为使命的Distalmotion以及致力于开发下一代颠覆性技术以改善临床结果并为患者提供更好服务的Noah Medical。脑机接口蓄势待发：随着市场对辅助技术的需求不断增长以及神经技术和机器学习技术的进步，脑机接口市场关注度持续上涨。在2023年医疗器械领域获得融资金额最高的10家企业中，脑机接口系统开发商Neuralink就以2.8亿美元的融资额成为医疗器械领域年度融资榜榜首。3、数字健康此次盘点项目按企业在监管文件、新闻公告和其他公开声明中披露的金额进行排名。印度网上药店PharmEasy一年融资超7亿美元：PharmEasy在2023年凭借超7亿美元的融资，在一众竞争对手如Apollo Pharmacy、Medplus Mart、Medlife等中脱颖而出。不过，这家初创公司的估值曾超50亿美元，但随着部分投资者的退出，该公司的估值已下降90%。随着新一轮超4亿融资的资金注入，PharmEasy估值能否回升，拭目以待。远程肾脏护理Monogram Health：Monogram Health可谓在互联网护理服务领域愈发垂直和多元的背景下，一举拿下高额融资资金的代表性公司之一。据悉，公司将利用这笔资金继续支持快速和广泛地部署创新居家肾脏和多发性疾病护理模式及其技术驱动的一系列循证临床服务，其中包括复杂病例和疾病管理、使用管理和药物治疗管理。并购TOP榜单1、生物医药此次盘点项目按企业在监管文件、新闻公告和其他公开声明中披露的金额进行排名。据动脉橙数据库不完全统计，2023年生物医药领域共发生6起十亿美元以上的并购事件，其中，百亿美元以上级别的事件有3起。从并购的赛道领域看，肿瘤和ADC（抗体偶联药物）仍是药企们押注的热门领域。此外，值得注意的是，跨国药企在2023年频频出手，除辉瑞宣布以430亿美元收购生物科技公司Seagen，以加强其癌症治疗管线布局继续领跑外，诺华凭借收购Chinook Therapeutics公司和DTx Pharma公司两起高额交易成功在2023年生物医药领域并购TOP榜单中占据了两席。2、医疗器械此次盘点项目按企业在监管文件、新闻公告和其他公开声明中披露的金额进行排名。据动脉橙数据库不完全统计，2023年医疗器械领域共发生3起十亿美元以上并购事件。其中，交易金额最高的是投资机构Advent International与Warburg Pincus以42.5亿美元收购百特生物制药解决方案业务。值得一提的是，在2023年医疗器械领域交易金额最高的10起并购事件中，有2起与内窥镜领域相关，分别为贝恩资本收购奥林巴斯前科学解决方案部门Evident和波士顿科学收购内镜腔内耗材厂商Apollo Endosurgery。此外，雅培、强生等均有通过并购扩大其在心血管领域的业务范围。3、数字健康此次盘点项目按企业在监管文件、新闻公告和其他公开声明中披露的金额进行排名。据动脉橙数据库不完全统计，2023年数字健康领域共发生4起十亿美元以上并购事件。其中，交易金额最高的是药品零售商CVS Health计划以80亿美元收购Signify Health。大型跨国企业有着凭借收购扩充商业版图的传统，而此次上榜的亚马逊则完成了从2022年伊始的对One Medical的收购，后者拥有众多客户资源和线上线下能力。而雅培则加入糖尿病并购潮，宣布完成收购智能胰岛素管理系统开发商Bigfoot Biomedical。近期推荐声明：动脉网所刊载内容之知识产权为动脉网及相关权利人专属所有或持有。未经许可，禁止进行转载、摘编、复制及建立镜像等任何使用。动脉网，未来医疗服务平台

MedLife will offer patients services of excellence in ophthalmological pathology by signing a new partnership with the ophthalmological diagnosis and surgery clinic Opticristal in Brasov. Bucharest, 4 August 2022 - MedLife, the leader of the private medical services market in Romania is taking a new step to welcome patients with specific, niche solutions, and announces the acquisition of 60% of the shares of the ophthalmological diagnosis and surgery clinic Opticristal in Brasov. The transaction, carried out by Policlinica de Diagnostic Rapid (PDR), comes in addition to the medical services offered in the regional hub developed by MedLife in Brașov County, which thus reaches 16 medical units. With over 20 years of experience on the market in Brașov, Opticristal Clinic includes both a patient diagnostic center, feature the most advanced examination equipment, and an ophthalmology surgery center, in which over 2000 interventions are performed annually. The medical teams are specialized in posterior pole surgery, pediatric ophthalmology, eyelid surgery, and the treatment of glaucoma and diabetes. The operating room is equipped to European standards and has cutting-edge technologies, including an operating microscope and an ultrasonic phacoemulsification device for cataract surgery. At the same time, Opticristal is the only specialized center in Brașov that performs surgeries to correct refractive errors using the EXIMER laser. Opticristal Brașov Clinic recorded last year a turnover of 1 million euros. "We pay attention to patients' health and, out of concern and empathy for their needs, we continue with sustained efforts in order to improve the quality of their life, and the development on the niche segments brings us closer to this goal. We started with oncology, becoming, with the acquisition of OncoCard and Neolife, the largest medical services operator in Romania in the diagnosis and treatment of cancer in Romania; we recently entered the wellness segment, through the acquisition of Sweat, and we continue to focus and on other medical niches to cover the market demand through proven expertise and medical excellence. Thus, by integrating in the group a monodisciplinary medical clinic, we complete the range of ophthalmological services that the patients can access in MedLife units ", stated Dorin Preda, Executive Director, MedLife Group. "Brașov is a crowded market, and this fact determines us to constantly reinvent ourselves. Beyond organic growth, we are very connected to what development through acquisitions means and we want to integrate under our umbrella companies that bring added value for patients, such as Opticristal Clinic, in order to help us to have a better territorial coverage. ", stated George Muscoiu, MedLife PDR Braşov regional manager. Policlinica de Diagnostic Rapid (PDR) is the first company acquired by Medlife, more than a decade ago. At that time, PDR had 2 units and a turnover of about 3 million euros, while today MedLife Brașov is a true regional hub, with 16 medical units and a turnover of almost 30 million euros. Currently, MedLife has the largest portfolio of Romanian medical companies integrated in the group, over 45, and announces that it has other ongoing transactions in the next period. The last acquisition announced was for Muntenia Hospital, the largest private hospital in Argeș County. The transaction is in process of approval by the Competition Council.