In the last week, "2019 medical and health investment forecast: capital narrowing, heat cooling, new turning point? In an interview with 10 investment executives and we found these signals and opportunities, we noticed that in 2019, the IVD field became one of the key areas of focus for many investment institutions.

With Johnson & Johnson's announcement on Wednesday that it will acquire Auris Health Robotics for $3.4 billion in cash and $2.35 billion in milestone payments, the 20-year global dominance of Da Vinci's surgical robots will be completely shaken. Now, Medtronic has acquired Mazor Robotics, an orthopaedic robot company, with the former's total sales eight times that of Intuitive, and Verb Surgical, a joint venture between Johnson & Johnson and Alphabet (Google's parent company), is expected to enter the surgical robot market next year. . They are likely to compete directly on the price to grab the market.   You know, the Da Vinci robot is priced at about $1.5 million, and the replacement parts for each robot are priced at about $1,900. The 30% net profit margin even exceeds that of Microsoft. The market cannot be fat.   According to foreign media reports, in the robotic surgery market, the US medical robot company Intuitive Surgical (intuitive medical) security has been firmly ruled for 20 years. But now, new rivals such as Google's parent companies Alphabet, Johnson & Johnson, and Medtronic are entering the market and grabbing market share. Intuitive I am afraid I will never feel secure again.

Researchers at the Massachusetts Institute of Technology recently discovered that bacteria promote lung tumor cell growth, so antibiotics are expected to help treat lung cancer in the future.

Shortly after the opening of 2019, the Journal of the American Medical Association (JAMA) published a study that systematically analyzed data from more than 160,000 people, showing that long-term use of aspirin and composite cardiovascular risk was significantly lower in people without cardiovascular disease. 11% related, but the risk of serious bleeding has also increased by 43%!

The Molecular Virology Group of the College of Life Sciences of the Northwest A&F University recently published a paper entitled "A virus-expressing factor with prion characteristics" in the journal Nature Communications, which found prions in the virus. A discovery or a dawn for the prevention and treatment of Alzheimer's disease.

Researchers at the University of Southern California and Nagoya University in Japan have jointly developed a new drug that can inhibit cancer cell growth by destroying the cancer cell's biological clock.

Although vaccines have a huge impact on human health in both developed and developing countries, they account for only a small portion of biopharmaceutical industry sales. According to statistics from pharmaceutical companies, only 3.5% ($28 billion) of global prescription drug sales in 2017 came from vaccines.

On January 18, a 172-page anonymous report file was sent to the Securities and Exchange Commission of India, alleging that Sun Pharmaceutical was suspected of insider trading. This is already the second anonymous report that Sun Pharmaceuticals suffered in a month. This has caused the Indian pharmaceutical giant's share price to plummet 13%, to its lowest point in six years, and the market value has evaporated by nearly $1.5 billion.   In the latest report, whistle-blowers complained that Suntech's distributor Aditya Medisales and Sun Pharmaceuticals director Sudhir Valia-controlled company Suraksha Realty had a value of more than $816 million between 2014 and 2017. Trading, and Sun Pharmaceutical’s helm, Dilip Shanghvi, is the brother-in-law of Sudhir Valia.   According to Suntech’s shareholding structure, by the end of 2018, Sudhir Valia and his wife held approximately 2% of Sun Pharmaceuticals, and Dilip Shanghvi and his wife (ie Valia’s sister) held approximately 10% of Sun Pharmaceutical’s shares. The reported Aditya Medisales holds a 1.67% stake in Sun Pharmaceuticals.   In November 2018, the issue of internal defects in Sun Pharmaceuticals was first exposed. According to Indian media reports, the Indian Securities and Exchange Commission may re-investigate Sun Pharmaceuticals' internal transactions, including the acquisition of Ranbaxy and its overseas fundraising. content.

Flinders University of Australia has announced that its researchers have developed a new type of antibiotic, which has been shown to effectively inhibit a drug-resistant intestinal “superbug”.

On January 15th, the US FDA granted the Chinese original research drug Zanubrutinib breakthrough therapy identification, which will help accelerate the development and evaluation process of Zanubrutinib, and also represents the FDA's affirmation of this drug under study.

In order to further expand the research and development and commissioning of biopharmaceuticals, Fujifilm Co., Ltd. will invest approximately 10 billion yen in equipment within two years from January 2019. As a first step, we will first strengthen the manufacturing equipment of FUJIFILM Diosynth Biotechnologies (hereinafter referred to as FDB), the core enterprise of CDMO for biopharmaceuticals, at the base in North Carolina, USA, and plan to start operation in 2020. At the same time, we are planning the second step to strengthen the equipment at the Texas base in the United States.

Recently, the Louisiana Department of Health issued a notice saying that it is seeking a pharmaceutical company to promote its annual fee model to pay for medicines, thus controlling the rapid increase in medical expenses. Under its solicitation for offers (SFO), the Louisiana Department of Health will work with a hepatitis C drug company to provide hepatitis C drugs to Medicaid and prison patients, paying a fixed annual subscription fee per person, rather than per A prescription to pay for the fee. During the annual fee payment, the patient can obtain the medicine without restriction.

Remember the Philadelphia drug ban that was shared with you more than a month ago? The progress made today is as expected. The ban has been temporarily turned off due to criticism from many parties.

On January 15, AstraZeneca announced that guanylate cyclase agonist has officially approved Zesuo (linalotide) in China. As a prescription drug for the treatment of adult constipation-type irritable bowel syndrome (IBS-C) in China, the approval of Zeshu will fill the treatment gap of adult constipation-type irritable bowel syndrome in China, and bring the gospel to the majority of domestic patients.

On January 10, Johnson & Johnson announced that it has joined the price increase army and raised the price of more than 20 prescription drugs, including the psoriasis drug Stelara (Ussutumab), the prostate cancer drug Zytiga (Abiton), and the anticoagulant Xarelto ( A variety of popular prescription drugs such as rivaroxaban. According to Rx Savings Solutions data, Johnson & Johnson's prescription drugs rose between 6% and 7%.