GSK放棄170億歐元 ViiV Healthcare部門IPO案!!!

GSK放棄艾滋病藥品部門上市計劃 鉅亨網新聞中心(來源：北美新浪)2015-05-0715:41 英國《金融時報》製藥業記者 安德魯沃德 報導葛蘭素史克(GlaxoSmithKline，簡稱GSK)已放棄了轉讓部分艾滋病(HIV)藥物部門的計劃，並承諾要在今後三年內保證其穩定分紅。這家深陷困境的英國製藥集團正要手實施其重獲增長的戰略。這個擬議中的ViiV Healthcare部門的首次公開招股(IPO)交易規模達數十億英鎊。安德魯維迪爵士(Sir Andrew Witty)的講話中最令人震驚的一幕，就是該交易出現180度大轉彎。這一講話旨在提升投資者對GSK前景及安德魯爵士領導力的信心，廣受密切關注。安德魯爵士去年提出了將ViiV部門掛牌上市的想法，並把它作為GSK股東解放其股票價值的途徑。該交易原本可能成為英國有記錄以來規模最大的IPO之一。周三，安德魯爵士表示，由於該部門增長前景強於預期，將該部門留在GSK集團內更有意義。公佈這一決策之際，安德魯爵士正手實施重振GSK的計劃。此前一段時期內，該公司不僅至關重要的呼吸系統藥物在美國銷量不斷下滑，還在中國捲入了令它灰頭土臉的腐敗醜聞。今年該公司盈利的下跌幅度預計會在16%到19%之間，高於分析師的預期。不過，安德魯爵士表示明年該公司就會恢復增長，2016年到2020年該公司復合年增長率將在5%到9%之間。此前，GSK與諾華(Novartis)剛剛在今年完成了一宗規模為200億美元的資置換交易。這一交易令GSK的業務中心轉向疫苗及消費保健方面，降低了對製藥業的依賴。周三，GSK股價收漲近1%，達到每股15.14英鎊。在周三以前，該公司股票在過去一年裏下滑近8%。相比之下，製藥板塊在同期內卻上漲了16%。(FT中文網)譯者/簡易

ViiV Healthcare: GSK share price rises as it scraps plans for £17bn HIV drugs spin-off which would have been one of the biggest IPOs this decade  by Emma Haslett6 May 2015 12:48pm  Although 2014 was tough for GSK, today it suggested the hardest times are behind it (Source: Getty) Pharma giant GSK (aka GlaxoSmithKline) has abandoned plans for an IPO of its HIV medicines division, it said today. In first quarter results published today, the company said its decision to hang on to ViiV Healthcare reflected an "updated strong positive outlook". Analysts at Jefferies have said ViiV could be valued at as much as £17bn on the public market, meaning had the division been spun-off, it would have been one of the largest IPOs in the past decade (Although Glencore was valued at £38bn during its 2011 IPO). GSK owns 80 per cent of ViiV - other shareholders include Pfizer and Japanese rival Shionogi. After a difficult year in 2014 - it was forced to issue a profit warning in July thanks to falling sales, just as it was dragged into a bribery scandal in China - in February this year it appointed former RBS chairman Sir Philip Hampton to lead its board. Today it will accelerate its cost savings programme, delivering total annual savings of £3bn by the end of 2017, and will pay shareholders an annual dividend of 80p each for the next three years. That's down a bit from what it expected - but that, it said, is thanks to its asset swap with Novartis, under which it acquired its Swiss rival's global vaccines arm, while Novartis bought GSK's oncology business. It was cautious over group revenue, suggesting its compound annual growth rate is likely to be in the "low-to-mid single digits" between 2016 and 2020.