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Fimorning | 全球最大代工药厂在建,三星医疗产业格局初现

Tsinghua英语金融早茶2019-01-10 17:25:47
 

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Tsinghua 

Fimorning

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以下是原创中英文原稿


撰稿:Wendy

播音:Janine



Hi, welcome to Tsinghua Fimorning. Today is June 10th, 2017. We will talk about Samsung’s strategy in entering medical market as well as the reasons behind it.


欢迎收听清华英语金融早茶,今天是2017年6月10日,我们将讨论三星布局医健市场及其原因。


On a piece of land along the western coast of South Korea, a Samsung group unit is building a $740 million factory that will give it the capacity to become the No. 1 producer by volume of some of the world’s most sought-after products. No, not chips or smartphones or flatscreen TVs, but a class of drugs called biologics.


在韩国西岸的一块地上,一座价值7.4亿美元的三星工厂正在施工。建造完毕,它将成为世界第一大某产品生产商。然而,这里的产品不是它的智能手机,也不是大屏电视,而是一批生物医药品。

Samsung, which diversified into pharmaceuticals in 2011, is mobilizing its expertise in engineering to mass-produce biologics more efficiently for Big Pharma companies under contract. A decade ago, the Samsung group’s board was convinced that the growth prospects of health care would make a pivot into making drugs worthwhile. One big supporter was Samsung leader Jay Y. Lee. While he remained in detention, this ongoing long-term project hasn’t been affected.


自2011年进军药品市场后,三星正利用自身工业经验为有合约药企大批量制药。十年前,三星集团做出决定,制药市场值得一试。三星领导人 Jay Y. Lee 赞同该决定,即使他当时身处监禁,却并不影响这项长期项目的进行。


Why would Samsung enter the market of biologic drugs?


三星为何选择进入生物制药领域?


Being a force in biologics is crucial to Samsung, whose Galaxy smartphones and consumer electronics is facing intense competition from Apple Inc. and Chinese brands. The chaebol is also grappling with the arrest of its leader Lee for his role in South Korea's ongoing political scandal involving impeached President Park Geun-Hye. The spotlight is naturally put on the company’s biologic unit, since Lee made a lot of efforts to take the unit public.


在其Galaxy系列智能手机和消费电器面对苹果公司和中国品牌的强烈挑战下,着手生物制药对三星意义非凡。与此同时,三星还面临着其领导人Lee因朴槿惠丑闻被拘禁的问题。因此大家也会更加关注他做出的这个决定是否正确


As TH Kim, chief executive of Samsung BioLogics Co. suggests, if the past 40 years of global economic growth were fueled by the info tech industry, the next phase will be fueled by tech-driven advances in health care and biotechnology. With people's living standard rising, they are putting more emphasis on their own health care, suggesting the market is highly profitable.


三星生物制剂公司首席执行官TH Kim认为,如果过去40年的全球经济增长源于信息科技,那么下一阶段,由科技驱动的医疗与生物技术进步将会成为经济增长的新动力。随着人民生活水平的提高,他们开始更加关注身体健康,而医健市场利润非常可观。

Biologics are seen as the future medical trend, and are increasingly used in place of chemical treatments. The drugs are grown from cells, requiring a complex manufacturing process, but they’re more effective and more capable of targeting certain diseases than chemical pills. In 2015 six of the world’s 10 best-selling drugs were biologics, including Johnson & Johnson’s drug for arthritis. Globally, the drug industry currently produces 4 million liters of biologic medicines a year, and that’s projected to double by 2030.


生物制药被认为是未来药品发展趋势。在今天,越来越多的化学药品正被其取代。生物药品从细胞产生,需要复杂的生产流程。然而,它的对某些特定疾病的药效显著。2015年,全球最畅销的10种药品中,有6种为生物药品,这其中包括强生公司针对关节炎的药物。全球每年,制药业药品生产约400万升。预计到2030年,其生产量将会翻倍。


Driven by huge profits, Samsung BioLogics is a also contract manufacturer for some pharma giants, including Roche Holding AG and BristolMyers Squibb Co. That business generated $95.4 million in sales in the first quarter. 


受巨大利益的驱动,三星生物制药已经与一些制药大企业签订协议。今年第一季度,该产业已收入9540万美元。


Drug-makers is now outsourcing to companies such as Samsung BioLogics because of increasing pressure from cutting costs. Meanwhile, Samsung chose to be a Contract Manufacture Organization (CMO), focusing on only part of the producing process instead of the whole, because the development of new drugs would have a high cost, of both money and time. Also, new drugs are probably not that stable. Professional CMO could on one hand reduce the burden of facilities and cost, and on the other take full advantage of Samsung’s experience through their years of precise manufacturing.


药企将制药外包给类似三星的公司,主要是希望能削减成本。与此同时,三星没有选择大规模投资整个生物制药的路径,而是重点投资必不可少的稀缺环节委托生产(CMO)。之所以选择CMO,主要原因也是覆盖整条生产链成本过高,时间过长。即使开发出新药,稳定生产也并非易事。而成为专业的CMO,既可减少其设备投资负担、降低制造成本,又可发挥三星自身多年精密制造的经验。


However, it has a number of competitors that also are expanding. Switzerland’s Lonza Group and Germany’s Boehringer Ingelheim have long histories in biologics contract manufacturing, and Japan’s Fujifilm Holdings has also entered the business. With its newly constructed plant, Samsung BioLogics is positioning itself to double its share of the market for the manufacturing of biologics and hopes to have half of the contract manufacturing market in the next decade.


然而,三星还有一众扩张业务的竞争者。例如瑞士Lonza集团和德国Boehringer Ingelheim,它们均在生物合约制药领域有着悠久的历史,日本富士也已进入该领域。在其新工厂建成后,三星希望能获得目前两倍的生物制药市场份额,并在十年后取得一半的合约制造市场。


In fact, apart from biopharmaceuticals, Samsung is employing the mode of "medical service + biological pharmacy + digital treatment”. In 2016, it reached an agreement with YGRH Hospital to cooperate in aspects including health management, multidisciplinary consultation, and personnel training, which is seen as a significant move into China’s high-end medical market. As for digital treatment, just take a look at “S Health” on your smart phone. After 5 years of ploughing, the project has gradually begun to take shape. These 3 sections are aimed at the high-end forefront of the medical market, though seemingly scattered, actually forming a complete medical health industry chain. More acclaimed, Samsung would be able to apply its previous marketing experience in electronics to its medical unit, thus resulting in mutual promotion.


事实上,除去生物制药,三星集团正运用“医疗服务+生物制药+数字医疗”三足鼎立模式转型进入前景更加广阔的医疗健康行业。2016年,三星首尔医院与阳光融和医院达成协议,双方将在健康管理、多学科会诊、重症治疗以及人才培养等方面开展合作,此举被视为三星集团进军中国高端医疗服务的重要步伐。在数字医疗方面,只需要看看你三星智能机上的S Health如何运行。历经五年努力,三星现已初步形成了其医健版图。三大版块均瞄准医疗健康产业中最为前沿的细分市场,看似分散,实则构成了互为呼应的医健产业链。更为值得借鉴的是,三星将运营原有电子产业经验,巧妙运用到医疗板块,使企业内多产业起到相互促进作用。


Just as Kim says, Samsung wants to be a global top player in whatever industry it enters, and by 2030, it would like to be regarded as one of the global leaders in health care.

Kim说,三星希望成为任何它所在产业的全球顶尖企业,在2030年前,它便希望成为医健领域的全球领导者。


Thank you for listening to Tsinghua Fimorning! Hope you have a nice day!


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Source: Financial Times

 


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