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關于QUIDEL的軼事

關于QUIDEL的軼事

2017年11 月 27 號,美國即時診斷廠家 Quidel 發布公告,將貝克曼庫爾特告上法庭。到底是什么事情讓兩家公司對簿公堂?


起因是為了更好的服務于客戶,貝克曼庫爾特想繞開 Quidel,直接將 BNP 試劑賣給客戶,這與之前的合作協議有沖突。之前的協議是,貝克曼從 Quidel 購買 BNP 抗體,貝克曼生產試劑后,再賣給 Quidel,由 Quidel 賣給貝克曼的 BNP 試劑用戶。


很奇怪的合作模式對不對?


說來話長,14 年前,貝克曼就從 Biosite 購買 BNP 抗體原料,后來 Biosite 被美艾利爾收購,又從美艾利爾買。2017 年美艾利爾被雅培收購,把 Triage 的心肌標志物、毒理學和 BNP 業務分拆賣給了 Quidel,貝克曼就只能從 Quidel 購買 BNP 原料了。


那么執行了 14 年的協議,貝克曼怎么就按捺不住要搞事情呢。說起來貝克曼也是一肚子火,貝克曼對 Triage 的 BNP 業務心儀已久,早在 14 年前就從 Biosite 購買 BNP 原料,2007 年本有意收購 Biosite,無奈被美艾利爾截胡。


2017 年美艾利爾被雅培收購,需要分拆 Triage 免/疫分析業務和 Epoc 血氣分析業務,貝克曼也是志在必得,結果*終這兩大業務分別花落 Quidel 和西門子,貝克曼專業陪跑 10 年,再次雞飛蛋打一場空。這段恩怨可以參見醫業觀察之前的文章《一樁并購引發的往日豪門恩怨:美艾利爾、貝克曼、雅培、Quidel》。


你說 Traige 被美艾利爾和雅培搶走,貝克曼也算認栽了。Quidel 是哪根蔥,2016 年銷售額才 1.91 億美元,不及貝克曼的一個零頭,被 Quidel 收購的 Triage 的心肌標志物、毒理學和 BNP 業務 2016 年的銷售額都有 1.97 億美元。居然要讓 Quidel 滲透到貝克曼所有 BNP 的用戶渠道,臥榻之側,豈容他人鼾睡?


何況幾周前貝克曼的母公司丹納赫集團向 Quidel 提出要收購 BNP 業務,被 Quidel 嚴詞拒絕,聲稱這個出價很不夠,BNP 業務還是整合進 Quidel 公司更能為股東創造更大的價值。


Quidel 進可攻,退可守,擺明了要宰丹納赫一刀,也難怪貝克曼咽不下這口氣要修改協議。


這場戲里似乎沒有雅培多少事情,其實真正的大佬都在幕后。就像筆者之前在《分拆美艾利爾,為什么接盤俠是 Quidel 和西門子》中預測的一樣,雅培對 Triage 免/疫分析業務和 Epoc 血氣業務的處置是大有講究的 :


賣給西門子,不過是錦上添花;


賣給熱電,相當于雪中送炭;


賣給貝克曼,那是養虎為患。


推測雅培當然不愿意 i STAT 多一個強有力的競爭對手。不賣給貝克曼,不是錢的問題,是原則問題。


而賣給 Quidel,不但對雅培無關痛癢,而且能讓貝克曼如鯁在喉,一箭雙雕。


如今看來,一切的劇本都如雅培所料。


我仿佛看到貝克曼和 Quidel 在法庭交鋒的時候,一旁的雅培大師羽扇綸巾,笑而不語。


以下是 Quidel 官網的原文,供業內英語學霸參考。


Quidel Confident in Legal Strength and Validity of Supply Agreement with beckman Coulter to Sell BNP Assay Assets


SAN DIEGO-- ( BUSINESS WIRE ) --Nov. 27, 2017-- Quidel Corporation ( NASDAQ: QDEL ) ( "Quidel" ) , a provider of rapid diagnostic testing solutions, cellular-based virology assays and molecular diagnostic systems, acknowledged Beckman Coulter ( "Beckman" ) plans to pursue commercial litigation to allow it to sell BNP directly to customers, contrary to its agreement with Quidel for the development, manufacture, and supply of a B-type Naturietic Peptide ( BNP ) assay for the diagnosis of cardiac disease ( heart failure ) ( the "Supply Agreement" ) .


Quidel views Beckman ’ s claims as meritless, and in opposition to Beckman ’ s long-standing strategy of honoring the Supply Agreement with its previous partners – Alere and Biosite – over the last 14 years, and merely a tool in an effort to purchase the BNP assay business from Quidel. Quidel plans to vigorously defend the validity of the Supply Agreement and is confident in its legal position.


In recent weeks, the Board of Directors of Quidel unanimously rejected offers by Beckman ’ s parent company, Danaher Corporation ( "Danaher" ) , to acquire the BNP assay business. The Board found that Danaher ’ s proposal was inadequate for the BNP assay business, and believes the execution of Quidel ’ s long-term strategy, including the integration of its recently acquired assets, will create substantial long-term value for Quidel ’ s shareholders.


On October 6, 2017, Quidel acquired certain assets and rights from Alere, which were divested as part of Abbott Laboratories ’ acquisition of Alere. Under the Supply Agreement, which Alere acquired from Biosite and Quidel acquired from Alere, Quidel provides to Beckman certain proprietary antibodies ( developed under a license with Scios ) , Beckman manufactures assays ( compatible with Beckman analyzers ) , Beckman sells the assays to Quidel, which in turn sells the assays to customers for use on Beckman analyzers. Pursuant to the terms of the Supply Agreement, the Supply Agreement, including its non-compete provision, remains in effect so long as the Scios license remains in effect.

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