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Sunday, March 10, 2013

風波未熄! 美國Optimer 高階主管大換血 !!!!


Optimer Board Ousts CEO, Brings Back Former Pfizer CEO McKinnellLuke Timmerman2/27/13The board of Optimer Pharmaceuticals ousted the company's co-founder and chairman and fired a couple of executives last spring over conflicts of interest stemming from an affiliated company in Taiwan.Apparently, the trouble didn't end there.Jersey City, NJ and San Diego-based Optimer (NASDAQ: OPTR) said today in a statement that CEO Pedro Lichtinger agreed to resign from all his roles at the company—president, CEO, and member of the board. The Optimer board has replaced Lichtinger with Henry McKinnell, the former CEO of Pfizer (NYSE: PFE). McKinnell, who left the giant drugmaker with a controversial golden parachute from Pfizer in 2006, will be in charge of Optimer as it seeks to "explore a full range of strategic alternatives," through a process guided by JP Morgan and Centerview Partners.That's not the only change to management and oversight at Optimer. The board also said that Kurt Hartmann agreed to resign as the company's general counsel and chief compliance officer, and he will be replaced by Meredith Schaum. The Board of Directors also appointed Mark Auerbach, as lead independent director. Auerbach previously served from 1993 to 2005 as chief financial officer of Central Lewmar, a national fine paper distributor, according to his company biography.Optimer's board didn't specifically say in today's statement what prompted the latest dismissals. Last April, Optimer's board fired chief financial officer John Prunty and Youe-Kong Shue, the vice president for clinical development who also served as the CEO of Optimer Biotechnology Inc. (OBI), an affiliated Taiwanese company. Optimer said at the time that the executives were terminated because of their failure "to follow proper procedures when they became aware of the issues related to the issuance of the OBI shares to Dr. [Michael] Chang," the co-founder of Optimer Pharmaceuticals.Almost a year later, here's what Optimer's board had to say about the issue:"The Independent Directors recommended to the Board that management changes were appropriate following their review of prior compliance, record keeping and conflict-of-interest issues observed during the review, including issues arising from the conduct of Optimer personnel who were the subject of the changes in management and leadership announced in April 2012. The previously disclosed investigations of these issues by the relevant U.S. authorities are ongoing and the Company continues to cooperate with those authorities."Eun Yang, an analyst with Jefferies & Co. in New York who rates the company a "buy," suspected there may be more to the story than just bad compliance and record-keeping."This is all surprising," Yang wrote in a note to clients today. "Looking for strategic alternatives is positive as being a single-product company is always challenging. Removing CEO Pedro Lichtinger over prior compliance, record keeping and conflict-of-interest issues arising from the conduct of its former employees is unexpected, particularly [sic] we thought that Lichtinger took swift action when the misconduct was discovered." She added: "We surmise that his removal might also stem from the board's dissatisfaction with Dificid commercial launch in the U.S." Yang pointed out that Optimer's stock fell 25 percent last year, when the NASDAQ Biotech Index climbed 31 percent.The turmoil at Optimer comes shortly after the company won FDA approval in May 2011 for its first marketed product, a new antibiotic for the dangerous C. difficile bacteria found in hospitals. The drug, fidaxomicin (Dificid) showed in clinical trials that it was a powerful alternative to vancomycin, and that it could reduce recurrences that are sometimes deadly and require expensive readmissions to hospitals. Optimer struck partnerships with Lexington, MA-based Cubist Pharmaceuticals and Japan-based Astellas Pharma to help it market the drug around the world.The drug has gotten off to a slow start. Optimer said it generated $21.3 million in fourth quarter sales and $74.4 million last year—its first full year on the market. Yang said today she still foresees the drug generating as much as $300 million in peak U.S. annual sales, and as much as $120 million in peak sales outside the U.S.Optimer's board also installed a shareholder rights plan that's supposed to stop someone from making a hostile takeover bid for the company while it's doing a strategic review, essentially preying on it in a moment of weakness. Shares of Optimer climbed 12 percent to $12.01 at about 2 pm Eastern time, presumably on speculation that the company will end up getting acquired.



基亞取得 Progen PG545 付前期金40萬美金


Progen Pharmaceuticals locks in cancer drug licence deal with Medigen Biotechnology Friday, March 01, 2013 by Angela Kean   Progen Pharmaceuticals (ASX: PGL, OTC: PGLA) has finalised a deal with Taiwan's Medigen Biotechnology Corporation for the licensing of Progen's cancer drug, PG545.The two companies have now executed a licence agreement for the development and commercialisation of the drug for the prevention and treatment of hepatocellular carcinoma and non-oncology indications globally. Medigen is listed on the Taiwanese exchange and is focused on developing new therapeutics for liver diseases and cancers.Progen's collaboration with Medigen goes far back, with Progen having licensed the worldwide oncology rights of PI-88 to Medigen in 2010.Under this new licencing agreement, Progen will retain the rights for all other oncology indications for PG545.The company has already received a A$400,000 upfront payment and will receive further milestone payments from Medigen during the development phase and royalty payments from sales. Progen Pharmaceuticals held $4.2 million in net assets and cash at the end of December 2012.

生寶 子宮頸癌疫苗 將於美國進行臨床試驗 !!!


台研發子宮頸癌疫苗 在美試驗 14:50:33 (中央社記者陳清芳台北8日電)生技業者和台大醫院研發子宮頸癌治療疫苗,動物試驗證明清除致癌病毒,可望用於治療罹癌患者,獲美國核准第一期臨床試驗。台大醫院婦產部主治醫師鄭文芳指出,在動物試驗中,老鼠身上的子宮頸癌細胞帶有人類乳突病毒第16型,連續3週每週注射1次治療疫苗,到了第4週,98%99%的病毒被清除乾淨,癌細胞也變小、消失,老鼠並無不適副作用。鄭文芳說,絕大多數子宮頸癌病人持續感染高毒性的人類乳突病毒,久而久之,造成癌變;治療疫苗可讓人體免疫系統鎖定病毒的「標靶」,讓病毒逃脫免疫追殺的招數失效,進而剷除癌症病根。他解釋,E7蛋白就是人類乳突病毒的標靶,人體免疫系統被矇騙,才會讓病毒趁勢坐大。治療疫苗是將E7蛋白與細菌內毒素綁在一起,強化人體免疫系統對E7蛋白的辨識能力,召喚T細胞群起消滅病毒。研發疫苗的生寶生技董事長章修綱說,子宮頸癌病患約半數感染人類乳突病毒第16型,其次是第18型等,現有疫苗是以青少女為接種對象的「預防疫苗」,預防1618型感染致癌,不適合已有暴露病毒、發生癌症的熟女,而這正是「治療疫苗」適用的族群。章修綱說,在美國進行的臨床試驗,將以招收18個感染第16型病毒的子宮頸癌患者,測試疫苗清除病毒、治癒癌症的效果。如果成效良好,長期會考慮增列入第18型病毒。

 

牙菌斑/ 牙周病 如何有效預防 !!


口腔健康清潔最重要 掌握飯後黃金20分鐘健康醫療網/關嘉慶報導 2013/02/26 俗話說,牙痛不是病,痛起來要人命;也正說明了,口腔保健的重要。但是,在牙科門診中,卻有很多人是因為口腔衛生沒做好,以致發生牙齦腫大、流血,疼痛不止去求醫。牙醫師提醒,牙齦腫大、流血,多因為口腔清潔的衛生習慣不好,若沒有導正,就會導致牙周病,嚴重時恐發生整排牙掉落的危險,而要使口腔健康,清潔最重要,而且應掌握飯後黃金20分鐘。牙齦腫大原因多 主要還是清潔沒做好 很多人都有牙齦腫大的問題,開業牙醫診所牙醫師曾懷廷表示,牙齦腫大原因還滿多的,但最主要還是因為口腔潔潔的衛生習慣不好,導致牙齦發炎,這時牙齒就會有流血的現象,而且女性因為因為懷孕期間荷爾蒙的變化,也會影響牙齦而出現流血。另外,曾懷廷醫師進一步指出,也有人是會有牙齦腫大,但卻不流血的現象,有癲癇病人使用抗癲癇用藥,進而會引起牙齦增生性肥大,或是矯正牙齒的過程中,因為牙齒排列擁擠,也會產生牙齦腫大的狀況,但並不會流血。潔牙有黃金時間 飯後20分鐘 牙齦腫大、流血,其實也正代表著有牙周病;曾懷廷醫師表示,衛生習慣不佳,就會使牙菌斑上升,進而產生牙周病,這時不但會使牙齦腫大、流血,更會使齒槽骨被破壞,至於要預防牙齦腫大、流血,避免牙菌斑滋生而產生牙周病,最重要的就是要做好清潔牙齒的工作。曾懷廷醫師指出,潔牙也有黃金時間,最好是能在飯後20分鐘就潔牙,至於早上起床後,也應在吃過早餐再刷牙,若是覺得起床後口氣不好,可以先用水漱口,至於潔牙不應只是使用牙刷,還應該要使用牙線,才能徹底清潔牙齒。而且潔牙不可太大力,潔牙的時間也不可太短,曾懷廷醫師說,很多人潔牙時間只有30秒,而且很大力的刷,這都是錯誤的方式,因為不當的使用電動牙刷,太硬的刷毛,過度用力,都會使牙齦因過度受刺激,而導致牙齦萎縮,就更易使牙周病發生。嚼食口香糖 刺激唾液增加也可潔牙 根據牙醫師公會統計,成年人大約有九成都有牙周病的問題,可見口腔衛生的保健工作是大家所容易忽略的問題;曾懷廷表示,這九成的牙周病有分輕、中、重,要避免進展到嚴重,就應養成良好的潔牙習慣,而且應每半年定期找牙醫師做洗牙及檢查,有問題就可做治療。另外,曾懷廷醫師指出,除了用牙刷潔牙之外,如果外出用餐後沒有辦法潔牙,也可多喝水來潔牙,甚至可嚼食無糖口香糖來潔牙,因為口香糖能刺激唾液增加,進而能利用唾液將牙菌斑帶走,以達到潔牙目的。

 

 

金可隱形眼鏡 20條產線 3億片 產能 !


金可擴產 拚亞洲稱王【經濟日報╱記者黃文奇/台北報導】 2013.03.09 03:18 am生技股后F-金可(8406)董事長蔡國洲昨(8)日表示,兩岸隱形眼鏡、護理液等產品市況看好,該公司將積極擴展,新產線自4月起陸續開出,希望在明年之前營收規模登上亞洲第一。法人估,金可今年每股稅後純益可望達16元到17元。金可為隱形眼鏡、護理液製造商,隱形眼鏡產品以長拋為主、短拋為輔,布局橫跨兩岸。金可昨日股價收488元,上漲5元。為因應兩岸市場,金可隱形眼鏡產線將繼續擴產,盼在2015年前達成20條產線,每條1,500 萬片產能,總產量將達到3億片。金可去年第4季稅後純益約2.9元,全年每股獲利可望超過12元;展望今年,法人估,首季雖仍處營運淡季,但可望優於上季,預估每股獲利有超過3元的實力。另外,生技族群昨日營收多傳捷報,其中,神隆2月營收約3.03億元,年增25.63%F-康聯、大江生醫都逆勢衝高,康聯2月營收1.31億元,月增突破23%;大江生醫也報佳音,2月營收0.87億元,月增率也有6.61%。寶利徠則呈現淡季不淡格局。金可歷年營收年增率保持在兩成左右,今年也可望成長兩成以上;毛利率部分,因為加強行銷,應會與去年持平維持在64%左右。金可表示,去年第4季起大陸消費支出增加,熱度到今年依然不減,可望推升公司首季隱形眼鏡、護理液等產品銷售衝高。今年該公司在大陸的隱形眼鏡銷售策略將改變,一級城市以「月拋轉日拋」為主,二級以下城市則主打「長拋轉月拋」,由於產品線充足,可望強攻大陸國際品牌對手。金可也代理國際大廠亞培旗下的護理液品牌AMO,金可透露,該產品銷售毛利率達48%,結合公司在大陸的通路優勢,今年滲透率將大舉提昇。至於台灣市場,金可指出,近期短周期的雙周拋隱形眼鏡和「彩色鏡片」產品將同步上市;自有品牌護理液也可望在第2季搶下市占王。【2013/03/09 經濟日報】

 

 

旭富製藥 解散 南京子公司 (投資美金149萬元)


旭富製藥(4119) 本公司董事會決議通過大陸子公司南京旭富醫藥科技有限公司辦理解散清算案。 發言時間 102/03/0816:47:52發言人 楊文禎 發言人職稱 財務行政部經理 發言人電話 03-3543133主旨 : 本公司董事會決議通過大陸子公司南京旭富醫藥科技有限公司辦理解散清算案。符合條款第20款事實發生日102/03/08說明1.事實發生日:102/3/82.本次新增(減少)投資方式:本公司透過第三地轉投資事業SCI Holding Universal Ltd.間接投資大陸南京旭富醫藥科技有限公司辦理解散清算。3.交易數量、每單位價格及交易總金額:不適用。4.大陸被投資公司之公司名稱:南京旭富醫藥科技有限公司5.前開大陸被投資公司之實收資本額:美金149萬元6.前開大陸被投資公司本次擬新增資本額:不適用。7.前開大陸被投資公司主要營業項目:原料藥、中間體之製程開發。8.前開大陸被投資公司最近年度財務報表會計師意見型態:無保留意見。9.前開大陸被投資公司最近年度財務報表淨值:美金880仟元10.前開大陸被投資公司最近年度財務報表損益金額:虧損美金129仟元。11.迄目前為止,對前開大陸被投資公司之實際投資金額:美金149萬元。12.交易相對人及其與公司之關係:不適用。13.交易相對人為實質關係人者,並應公告選定關係人為交易對象之原因及前次移轉之所有人(含與公司及相對人間相互之關係)、移轉日期及金額:不適用。14.交易標的最近五年內所有權人曾為公司之實質關係人者,尚應公告關係人之取得及處分日期、價格及交易當時與公司之關係:不適用。15.處分利益(或損失):不適用。16.交付或付款條件(含付款期間及金額)、契約限制條款及其他重要約定事項:不適用。17.本次交易之決定方式、價格決定之參考依據及決策單位:不適用。18.經紀人:不適用。19.取得或處分之具體目的:本公司2008年於南京設立「南京旭富醫藥科技有限公司」,其目的為支援台灣之研發活動、開發中國之業務關係及台灣旭富所需原料之搜尋,檢視多年之營運成果,除支援台灣之研發活動取得一定成果外,其餘目的並無法有效達成,經評估未來之發展可能性及考量整體之成本與效益後,董事會決議結束南京旭富之營運。20.本次交易表示異議董事之意見:無。21.本次交易為關係人交易:22.董事會通過日期:不適用23.監察人承認日期:不適用24.迄目前為止,投審會核准赴大陸地區投資總額(含本次投資):美金149萬元。25.迄目前為止,投審會核准赴大陸地區投資總額(含本次投資)占最近期財務報表實收資本額之比率:9.32%26.迄目前為止,投審會核准赴大陸地區投資總額(含本次投資)占最近期財務報表總資產之比率:2.91%27.迄目前為止,投審會核准赴大陸地區投資總額(含本次投資)占最近期財務報表歸屬於母公司業主之權益之比率:3.64%28.迄目前為止,實際赴大陸地區投資總額:美金149萬元。29.迄目前為止,實際赴大陸地區投資總額占最近期財務報表實收資本額之比率:9.32%30.迄目前為止,實際赴大陸地區投資總額占最近期財務報表總資產之比率:2.91%31.迄目前為止,實際赴大陸地區投資總額占最近期財務報表歸屬於母公司業主之權益之比率:3.64%32.最近三年度認列投資大陸損益金額:2012年:虧損新台幣3,812仟元2011年:虧損新台幣5,449仟元2010年:虧損新台幣4,961仟元33.最近三年度獲利匯回金額:零元34.本次交易會計師出具非合理性意見:35.其他敘明事項:無以上資料均由各公司依發言當時所屬市場別之規定申報後,由本系統對外公佈,資料如有虛偽不實,均由該公司負責.

 

久裕cGMP物流服務商


主管機關關切 興櫃生技股全面下挫 今富族網記者李珞/報導2013-03-09在爆發第一金投信基金經理人涉炒股弊案之際,櫃買中心對近期興櫃生技股股價異常飆漲的狀況表達關切,連串效應讓興櫃市場生技股全面下挫,投資人紛紛拋售,部分高價股更是風暴重心,安成藥(4180)也讓出股王寶座。櫃買中心新任董事長吳壽山對興櫃市場表達關心,尤其是近期生技股股價異常飆漲的狀況。據了解,已發函輔導券商,針對興櫃市場上漲幅過大、相關造勢活動提出說明,受此消息影響,興櫃生技族群連番下挫。雖然櫃買中心澄清「並無針對特別之類股族群,採取不同之監視措施。」但是負面效應已經形成。根據統計,今年以來興櫃漲幅一倍的公司高達10檔,幾乎都是生技類股,其中,寶齡(1760)居冠,漲幅逾三倍;另外、永昕(4726)、安成藥、浩鼎(4174)、因華(4172)、中裕(4147)等漲幅也有8成以上。專家表示,此時可以讓過熱的興櫃生技股降溫,避免本夢比過高的風險。未來必須靜待台股落底後,興櫃市場才有機會重回之前的漲勢。興櫃生技股跌勢較重的多數為近期熱門股,其中,安成藥跌破300元,連250元也失守;浩鼎跌破160元;康富(4140)單日跌幅超過一成五;其餘如:久裕(4173)、賽德(4156)、國鼎(4132)、泉盛(4159)、永昕、慕德生(4740)、因華等股單日跌幅均超過10%;另外,中裕、彥臣(4732)、友霖(4166)也有8%以上跌幅;寶齡則有5%以上跌幅。全台擁有近3,300多家藥局與有機通路據點的康富,以「亞洲生技通路王」自許,與各產業龍頭通路結盟,打進寶島科(5312)旗下的寶島眼鏡與麗嬰房(2911)連鎖體系。日前更與大陸馳名商標的隆力奇集團,正式進行國際合作聯盟事宜,將共同研發國際營養保健品,計劃在大陸以「5500店」的展店速度,有計劃性的布局大陸通路市場。久裕主要業務包括處方用藥、指示用藥、健康消費品、美容保養品等銷售及經銷物流服務,為同業中首家取得行政院衛生署核發cGMP證照的物流服務商,亦是台灣唯一二級管制藥品委外管理服務商,且為國內第二大藥品經銷物流商。目前客戶包括全省各醫學中心、、診所、連鎖藥局、量販通路等超過12,000家,其中醫院約占營收80%、藥局及診所約20%。(本文由「今富族網 http://未上市.com」提供)