佳醫Q2獲利穩 攻長照商機工商時報 記者杜蕙蓉/台北報導 2013年06月10日 05:40佳醫(4104)受惠政府開放壽險可投資長照產業,加上大陸復興集團首席執行官梁信軍亦希望聯手台商進軍大陸養老產業下,激勵轉投資公司ABH營運水漲船高,內部正以國內衝3千床,大陸採策略聯盟進軍為目標。成立於2008年的ABH,目前資本額20億元,有鑑於國內65歲以上的高齡人口已占總人口的11%,在未來幾年比率將一路攀升,對具有專業醫療服務及制度化管理的長期照護需求會明顯成長下,吸引佳醫持續加碼,月前買回龍巖持有的ABH股權後,目前佳醫集團已佔有ABH47%股權。轉投資公司各自有營運利基的佳醫,目前除了以長照為主的ABH、醫美事業的曜亞外,以藥品通路為主的久裕也規畫轉上櫃,而佳醫第2季有處分日本3DM股票業外收益挹注約5千萬元,對每股稅後盈餘貢獻逾0.4元,預期第2季獲利應可維持穩定。3DM是日本上市公司,由於研發手術用止血器產品,該產品為液體狀,只要噴上即可迅速止血,避免感染,由於產品創新,即使目前還在厚生省申請藥證中,股價已一路飆漲。佳醫3年前是以每股625日圓買進32萬股,今年已陸續處分持股,最高處分價格是11,000日圓,已是買進價格的16.6倍。佳醫表示,目前尚持有3DM共176,000股,投資額為1.1億日圓,每股成本625日圓,持股約1.86%,因未來不排除代理該產品,內部傾向仍要保留部分持股。
3-D Matrix, Inc., based in Waltham, Massachusetts, is a wholly owned subsidiary of 3-D Matrix, Ltd., Tokyo, Japan. The 3-D Matrix Group develops and manufactures a family of peptide biomaterials under the trade name PuraMatrix™ for use in clinical applications and life science research. 3-D Matrix has driven development of its technology using a "lean company" model, leveraging the activities of its founding scientists at MIT, the company's multiple collaborations with leading companies, outsourced manufacturing to contract facilities, and distribution agreements for its commercial products. This structure has proven extremely efficient at driving pre-clinical proof-of-concept studies while commercializing products with the life science and drug discovery research communities. The company intends to build its business development and scientific staff to mirror the near-term opportunities driven by partnerships as well as internal developments.
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