Integer Holdings Corp.

KKR is continuing to make investments and acquisitions in healthcare and medtech. The private equity firm said it will acquire Medicover India, the hospital operations of international healthcare and diagnostic services provider Medicover AB. Established in 2017, Medicover India is a multi-specialty hospital network with 24 hospitals and about 4,800 beds across South and West India. The company provides comprehensive care across more than 80 clinical specialties, supported by more than 1,900 doctors and advanced clinical infrastructure and technology, serving millions of patients each year. KKR's investment reflects its belief in the long-term development of India's healthcare ecosystem. As India advances the objectives of the National Health Policy 2017, sustained investment in healthcare infrastructure, clinical capabilities, technology, and innovation will help strengthen the delivery of high-quality care for patients and communities across the country. Akshay Tanna, Partner and Head of India Private Equity at KKR, said, “We are pleased to invest in Medicover India and look forward to contributing to its next phase by investing behind its talent, technology, infrastructure and clinical capabilities, while reinforcing strong clinical governance and operational standards. Through our investment, we look to support Medicover India’s doctors and employees in enhancing the quality of care they deliver, broadening access to advanced healthcare services, and improving patient outcomes for the communities the platform serves across India.” KKR started the week announcing it would acquire Integer Holdings for $5.7 billion. The deal would take the medical device contract development and manufacturing organization private.

全球医疗行业每日重点资讯 企业动态 阿斯利康(AstraZeneca)股东对这家英国制药集团可能与美国竞争对手百时美施贵宝(Bristol Myers Squibb)进行大型合并表示担忧，并质疑斥巨资收购一家行业落后者的价值。两家公司合并后将成为按市值计全球第四大制药商，合并估值接近4000亿美元。阿斯利康投资者最主要的抱怨是，这家英瑞公司将收购一家面临巨大营收损失的企业：未来几年，随着其专利到期，该企业可能流失近一半营收。 强生公司8月4日宣布，执行副总裁兼创新制药全球主席珍妮弗·陶伯特（Jennifer Taubert）将退休，继任者为现任创新制药北美主席汤姆·卡瓦纳（Tom Cavanaugh），人事变动定于9月起生效。 丹纳赫（Danaher）旗下公司、脉搏血氧测量及其他患者监护领域专业诊断解决方案创新企业Masimo宣布，任命Tim Benner为公司总裁，该任命自2026年8月3日起生效。自2025年6月加入Masimo以来，Tim Benner在制定公司战略、巩固客户关系，以及推动丹纳赫收购Masimo后的业务过渡等方面发挥了重要作用。他曾担任Masimo首席营销与战略官，最近担任首席商务官。Benner在医疗技术行业拥有超过30年的高管经验，曾先后在Edwards Lifesciences、Abbott、Terumo、Inari Medical/Stryker以及Masimo担任高级管理职务。 佳能医疗系统美国公司宣布，任命Tsuneo“Neo”Imai为新任总裁兼首席执行官。任命自2026年8月1日起生效。他接替立崎久在位于加利福尼亚州塔斯廷的佳能美国医学影像事业部的首席办公室任职。Neo Imai 将在美国医疗保健市场持续增长与投资的时期接任领导职务。 精神疾病诊疗机构Amae Health与谷歌健康达成合作，将可穿戴设备采集的数据整合至其精准精神病学诊疗模型中。该合作旨在通过可穿戴设备捕捉患者的睡眠模式、体力活动及心率变异性等关键行为数据，解决严重精神疾病长期缺乏可靠生物标志物的痛点，帮助临床医生及时捕捉病情恶化的早期征兆。 投资公司KKR宣布达成交易，以现金收购医疗器械外包制造商Integer Holdings，交易金额约43亿美元。本次交易企业价值约57亿美元，预计于今年年底前完成交割。 两家核医学公司Curium Pharma与Lantheus Holdings, Inc.正式签署合并协议，Curium将以每股102.5美元现金收购Lantheus全部流通股，基础对价70亿美元，若2030年前达成销售里程碑，股东可额外获得最高每股12美元的或有价值权（CVR），总交易对价封顶80亿美元，并购金额创核药领域历史之最。 泰利福（Teleflex）已经完成了对于旗下OEM业务的战略性分割，以15亿美元现金的金额，把这项业务卖给了由私募股权机构Montagu与Kohlberg共同组成的联合方。根据泰利福披露的资金规划，本次出售OEM业务获得的税后净收益约为12.5亿美元，全部资金都会优先用来偿还存量债务、回购股份，直接给股东返还大额资本。 专注于高未满足需求的免疫系统疾病领域的早期阶段药物开发商Attovia Therapeutics Inc.，在美国首次公开募股（IPO）中筹集了2.89亿美元，发行价达到其定价区间的上限。这家生物技术公司最终以每股17美元的价格出售了1700万股股票。按IPO价格计算，根据申报文件中列出的已发行股份，Attovia的市值达到7.315亿美元。Attovia正在利用从Alamar Biosciences Inc. 获得许可的技术平台和专利开发药物。 普洛药业与剂泰科技（北京）股份有限公司于近日签订《战略合作框架协议》，双方结成战略合作伙伴，开展CDMO等相关项目的长期合作。合作内容包括CDMO服务合作、潜在的资本与产业协同合作及改良型新药联合开发。本协议为框架性协议，不涉及实质性交易，不构成关联交易，也不构成重大资产重组。协议有效期五年，对公司本年度经营业绩不构成重大影响。 剂泰科技自主研发的AiTEM人工智能制剂创新平台将在恒瑞医药进行本地化部署，加速药物制剂配方开发效率。NanoForge是剂泰科技自研的全球首个AI纳米递送平台，拥有全球首创AI for Nano脂质从头生成算法、脂质语言基础模型、METiS智能体和高通量干湿实验闭环迭代平台。截止2026年5月，NanoForge已积累超过1000万种脂质结构和10万个实验数据点。 德国透析医疗龙头费森尤斯医疗(Fresenius Medical Care)公布2026年第二季度业绩。季度营收48.61亿欧元，上年同期为47.92亿欧元。季度营业利润4.66亿欧元，上年同期为4.25亿欧元。季度净利润2.18亿欧元，上年同期为2.25亿欧元。 拜耳(Bayer Group)公布2026年第二季度业绩。季度销售额108.72亿欧元，上年同期为107.39亿欧元。季度EBIT利润8.27亿欧元，上年同期为1300万欧元。季度净利润2.19亿欧元，上年同期净亏损1.99亿欧元。按业务划分，作物科学部门销售额49.1亿欧元，EBIT利润1.44亿欧元。处方药部门销售额44.58亿欧元，EBIT利润7.99亿欧元。健康消费品部门销售额14.45亿欧元，EBIT利润2.22亿欧元。 辉瑞(Pfizer)公布2026年第二季度业绩。季度总营收150.34亿美元，上年同期为146.53亿美元，同比增长3%。季度归属公司普通股东的的净亏损2.48亿美元，上年同期净利润29.1亿美元。 默沙东(Merck & Co., Inc.)公布2026年第二季度业绩。季度销售额166.07亿美元，上年同期为158.06亿美元，同比增长5%。季度净亏损13.35亿美元，上年同期净利润44.27亿美元。其中，制药业务季度销售额147.6亿美元，上年同期为140.5亿美元，同比增长5%。动物保健业务销售额17.75亿美元，上年同期为16.46亿美元，同比增长8%。 福泰制药(Vertex Pharmaceuticals)公布2026年第二季度业绩。季度总营收33.34亿美元，上年同期为29.65亿美元。季度营业利润12.47亿美元，上年同期为11.51亿美元。季度净利润11亿美元，上年同期为10.33亿美元。 药明康德发布2026年上半年业绩。上半年公司整体营业收入289.0亿元，同比增长38.9%；归属于上市公司股东的净利润110.8亿元，同比增长29.4%。 产业动态 江苏康宁杰瑞生物制药有限公司与Pathos AI, Inc.就康宁杰瑞自主研发的同类首创（First-in-class, FIC）新药TROP2/HER3双特异性抗体偶联药物（ADC）JSKN016达成授权许可协议。康宁杰瑞授予Pathos在全球（不包括中国内地、香港、澳门及台湾地区）研究、开发、制造及商业化JSKN016的独家许可，许可协议项下的相关开发与商业化费用由Pathos自行承担。康宁杰瑞保留JSKN016在中国内地、香港、澳门及台湾地区的开发、制造及商业化的完整专有权利。根据协议条款，康宁杰瑞有权收取不可退还首付款1.25亿美元及基于若干开发及商业化进展的里程碑付款，总额最高共计20.93亿美元。 阿斯利康宣布创新药物英卓凡（英文商品名：Imjudo，中文通用名：曲麦利尤单抗）正式在中国上市。今年4月，基于全球III期HIMALAYA研究及中国队列的积极结果，曲麦利尤单抗联合英飞凡（中文通用名：度伐利尤单抗）在中国获批，用于晚期或不可切除的肝细胞癌（HCC）成人患者的一线治疗。此次曲麦利尤单抗正式上市，标志着这款拥有全球长期生存随访数据的创新疗法从临床研究步入临床应用。 诺诚健华宣布，奥布替尼与mesutoclax（ICP-248）联合方案获国家药监局药品审评中心（CDE）授予突破性疗法认定，用于治疗既往至少接受过一种治疗的边缘区淋巴瘤（MZL）患者。奥布替尼是诺诚健华自主研发的高选择性、新型BTK抑制剂。Mesutoclax是公司自主研发的一款新型口服高选择性BCL2抑制剂，通过选择性抑制BCL2蛋白，恢复肿瘤细胞凋亡，从而抑制肿瘤生长和扩散。 再鼎医药宣布，美国食品药品监督管理局（FDA）已授予 zocilurtatug pelitecan（zoci，前称 ZL-1310）孤儿药资格认定（ODD），用于治疗神经内分泌癌（NEC）。Zoci 是一款具有同类首创潜力的靶向 Delta 样配体 3（DLL3）抗体药物偶联物（ADC）。 联系美通社 +86-10-5953 9500 info@prnasia.com

Integer Holdings, a medical device contract development and manufacturing organization, is set to be acquired by KKR, a private equity firm, for $5.7 billion. The deal is expected to close by the end of the year and will take the Plano, TX-based company private. Under the terms of the agreement, Integer stockholders will receive $127 per share, representing a premium of approximately 51.8% to Integer’s closing share price on April 29, 2026, the date prior to the company’s announcement of a strategic review, and 28.8% to the 30-day VWAP as of July 31, 2026. “This is an exciting milestone for Integer and a testament to the dedication and commitment of our talented team and the exceptional business we have built together,” said Payman Khales, Integer’s President and CEO. “We believe this transaction recognizes the strength of Integer’s business, which includes our dedicated associates, our differentiated engineering and manufacturing capabilities, and our long-term growth opportunities, while providing stockholders with immediate and certain value. KKR’s deep healthcare expertise, long-term vision, and strategic growth orientation make them the right strategic partner to bring our business into its next chapter. Together, we look forward to continuing to invest in our associates and capabilities to deliver excellence for our customers and advance our vision of improving patients’ lives.” Private equity is buying up medtech Integer is not the only medical device company to be taken private through a private equity acquisition. Late last year, Blackstone and TPG announced plans to acquire Hologic for $18.3 billion. The deal closed in April. However, in July, Blackstone and TPG announced plans to potentially sell Hologic’s surgical unit, according to a report from the Financial Times . Such a deal would help Blackstone and TPG pay down debt and return cash, according to the FT report. Shortly after the Hologic deal was announced, private firms Montagu and Kohlberg announced plans to acquire Teleflex Medical from Teleflex Incorporated for $1.5 billion. Teleflex Medical OEM, has been in operation for more than 40 years. The company specializes in the development and supply of custom-engineered interventional catheter components and sub-assemblies for structural heart, neurovascular, electrophysiology, and urology. Earlier this year, Avanos Medical was acquired by private equity-backed American Industrial Partners in an all-cash $ 1.272 billion deal. One of the most controversial deals in the space involved GTCR acquiring Surmodics. The deal was announced in 2024 . FTC challenged the acquisition in 2025, citing GTCR’s equity investment in Biocoat, a maker of medical device coatings. However, the U.S. District Court for the Northern District of Illinois denied a request by the FTC and certain state regulators to issue a preliminary injunction that would have prevented Surmodics and GTCR from completing the deal.