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诺华抢在流感季节前开始推广流感疫苗
发布时间:[2013/9/10]     访问人数:[1151]

 --诺华公司的疫苗业务一直是其一块心病。在过去的一个季度,诺华公司的疫苗部门是唯一一个亏损的部门。这也给刚刚接任公司CEO的Joerg Reinhardt提出了挑战。随着流感季节的到来,诺华公司也开始部署相关流感疫苗业务,开始再美国推广公司流感疫苗。诺华公司预计本次将运送至少3000万份疫苗。不过,诺华公司要想能在疫苗市场葛兰素史克、默沙东和赛诺菲等公司争锋还有很大差距。

详细英文报道:

Novartis' ($NVS) vaccine business was one of the problem areas awaiting Joerg Reinhardt when he took on the role of chairman earlier this month. The unit was the only part of the business to post a loss last quarter, and some investors continue to push for the sale of the operation.

Strong sales in the upcoming flu season could ease the pressure on the unit. Novartis has begun shipping vaccines in the U.S., but unlike several of its rivals lacks a quadrivalent offering. Last month Novartis vaccines chief Andrin Oswald reported demand was unaffected by the arrival of quadrivalent competitors, and the Swiss pharma expects to ship at least 30 million shots. The shipments will include the cell-culture produced Flucelvax, which Novartis is pitching as being a preservative and antibiotic-free alternative to rival vaccines. Flucelvax enters the market during a period of change, with at least four other manufacturers also pushing new flu vaccines.

Reinhardt has rejoined Novartis at an eventful period for its Indian operations too. While the intellectual property dispute has dominated headlines, Novartis is also adjusting to a change to its vaccine operations. In May Panacea Biotec signaled the end of its 8-year-old pediatric vaccine joint venture with Novartis, but gave little insight into the reason for the split. An anonymous source has now told India's Economic Times: "Novartis wants to own the entire vaccine business and helm it on its own." The alliance began in 2004 when Chiron--which was bought by Novartis two years later--inked a deal with Panacea Biotec.

Novartis' acquisition of Chiron was supposed to established the company in the vaccine market, but it has struggled to close the gap on GlaxoSmithKline ($GSK), Merck ($MRK) and Sanofi ($SNY). Profitability is a problem, prompting some analysts to call for Novartis to sell the business. Selling off the vaccine unit would partly reverse the diversification strategy pursued by former chairman and CEO Daniel Vasella. In an interview with the Financial Times this week, Vasella called the acquisition of Chiron "a long-term bet."