砍管线自救，强生、拜耳等多家知名药企大幅裁员，会否波及中国市场？

华夏时报2023-08-26

因为涉及的医药企业中不乏知名巨头，让这一轮的“裁员潮”引发关注。近日，美国癌症免疫疗法公司Agenus 宣布计划裁员25%，并大幅缩减癌症药物研究。就在同一天，强生旗下的杨森制药打算关闭位于荷兰莱顿的传染病和疫苗部门，而两个部门重组刚过半年时间。截至8月，强生、辉瑞、阿斯利康、药明康德、拜耳、赛诺菲、BMS、武田等医药巨头企业在今年均有裁员或管线调整的消息传出，行业媒体Fierce ...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2362180607?lang=zh_CN&edition=full","thumbnail":"https://inews.gtimg.com/om_ls/OyhxzkmOm03xB0FsqtwVq6IjsfBX17PgPN1u9qBjGWYsYAA_294195/0","is_english":false,"pubTime":"2023-08-26 17:28","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2362180607","market":"us","top_or_hot":-1,"title":"砍管线自救，强生、拜耳等多家知名药企大幅裁员，会否波及中国市场？","media":"华夏时报","content":"<div>\n<p>因为涉及的医药企业中不乏知名巨头，让这一轮的“裁员潮”引发关注。\n近日，美国癌症免疫疗法公司Agenus 宣布计划裁员25%，并大幅缩减癌症药物研究。就在同一天，强生旗下的杨森制药打算关闭位于荷兰莱顿的传染病和疫苗部门，而两个部门重组刚过半年时间。\n截至8月，强生、辉瑞、阿斯利康、药明康德、拜耳、赛诺菲、BMS、武田等医药巨头企业在今年均有裁员或管线调整的消息传出，\n行业媒体Fierce ...</p>\n\n<a href=\"https://new.qq.com/rain/a/20230826A05WGE00\">网页链接</a>\n\n</div>\n","source":"tencent_tech","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>砍管线自救，强生、拜耳等多家知名药企大幅裁员，会否波及中国市场？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n砍管线自救，强生、拜耳等多家知名药企大幅裁员，会否波及中国市场？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-26 17:28 北京时间&nbsp;&nbsp;&nbsp;<a href=https://new.qq.com/rain/a/20230826A05WGE00><strong>华夏时报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>因为涉及的医药企业中不乏知名巨头，让这一轮的“裁员潮”引发关注。\n近日，美国癌症免疫疗法公司Agenus 宣布计划裁员25%，并大幅缩减癌症药物研究。就在同一天，强生旗下的杨森制药打算关闭位于荷兰莱顿的传染病和疫苗部门，而两个部门重组刚过半年时间。\n截至8月，强生、辉瑞、阿斯利康、药明康德、拜耳、赛诺菲、BMS、武田等医药巨头企业在今年均有裁员或管线调整的消息传出，\n行业媒体Fierce ...</p>\n\n<a href=\"https://new.qq.com/rain/a/20230826A05WGE00\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0795875086.SGD","symbol_name":"JPMorgan Investment Funds - Global Income A (div) SGD","start_time":0,"source_url":"https://new.qq.com/rain/a/20230826A05WGE00","article_id":"2362180607","we_media_id":null,"thumbnails":["https://inews.gtimg.com/om_ls/OyhxzkmOm03xB0FsqtwVq6IjsfBX17PgPN1u9qBjGWYsYAA_294195/0"],"rights":{"source":"tencent_tech","url":"https://new.qq.com/rain/a/20230826A05WGE00","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.title{#titleStyle#}a{#lv2TextColor#}.author, .pubtime{#sourceStyle#; display: inline-block;} .pubtime{margin-left: 3px;}strong{font-weight:500;#lv2TextColor#}","selectors":".main-wrapper","filters":".follow_top, .channel-entry, .collapseWrapper, .pic, .gap, .showDividingLine, .loader, .container, .ct-sumary, .nav, .landad, .hairline-top, .footer, .recommend-modules, .headroom-wrapper, .elevator","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2362180607","pubTimestamp":1693042114,"columns":[],"sourceInfo":{"source_id":"tencent_tech","name":"腾讯科技"},"weMediaInfo":null,"summary":"本报（chinatimes.net.cn）记者于娜 北京报道因为涉及的医药企业中不乏知名巨头，让这一轮的“裁员潮”引发关注。近日，美国癌症免疫疗法公司Agenus 宣布计划裁员25%，并大幅缩减癌症药物研究。就在同一天，强生旗下的杨森制药打算关闭位于荷兰莱顿的传染病和疫苗部门，而两个部门重组刚过半年时间。截至8月，强生、辉瑞、...","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU0882574055.USD":"富达全球健康医疗A ACC","LU1032466523.USD":"高盛全球多资产收益组合Acc","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU0122379950.USD":"贝莱德世界健康科学A2","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","BK4592":"伊斯兰概念","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4559":"巴菲特持仓","LU1261432733.SGD":"Fidelity World A-ACC-SGD","BK4504":"桥水持仓","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","BK4550":"红杉资本持仓","BK4568":"美国抗疫概念","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","BK4588":"碎股","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU0795875169.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD-H","LU1732800096.USD":"摩根大通环球收益基金A (irc)","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","BK4007":"制药","LU1057294990.SGD":"Blackrock World Healthscience A2 SGD-H","LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU0114720955.EUR":"SUSTAINABLE GLOBAL HEALTH CARE \"A\" INC","BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","SG9999002232.USD":"Allianz Global High Payout USD","JNJ":"强生","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","SG9999002224.SGD":"Allianz Global High Payout SGD","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU1023059063.AUD":"BGF WORLD HEALTHSCIENCE \"A2\" (AUDHDG) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD"},"translate_title":"Will it affect the Chinese market if many well-known pharmaceutical companies, such as Johnson & Johnson and Bayer, cut down pipelines to save themselves?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"JNJ":1},"content_text":"因为涉及的医药企业中不乏知名巨头，让这一轮的“裁员潮”引发关注。\n近日，美国癌症免疫疗法公司Agenus 宣布计划裁员25%，并大幅缩减癌症药物研究。就在同一天，强生旗下的杨森制药打算关闭位于荷兰莱顿的传染病和疫苗部门，而两个部门重组刚过半年时间。\n截至8月，强生、辉瑞、阿斯利康、药明康德、拜耳、赛诺菲、BMS、武田等医药巨头企业在今年均有裁员或管线调整的消息传出，\n行业媒体Fierce Biotech长期跟踪的最新数据显示，今年只过去不到9个月，宣布裁员的生物制药公司数量已经与2022年全年总数相持平，达到119家。\n《华夏时报》记者梳理医药企业已公开的裁员原因来看，新产品研发、上市进程遇阻、现金流难以维系以及经济环境不佳是出现频率排在前位的理由。\n又一波“裁员潮”\n自今年一季度以来，强生已剔除了7个传染病项目，其中大多数是治疗乙肝的，这些管线都在杨森旗下。杨森主要专注免疫疾病、抗肿瘤、心血管及代谢疾病等研发管线，其中传染病和疫苗业务主要聚焦艾滋病病毒、乙肝，以及埃博拉、寨卡和结核病（TB）等。\n此次涉及裁员的荷兰莱顿杨森制药有2500名员工，其中四分之一就职于传染病和疫苗部门，据悉，杨森只会保留研发大肠杆菌预防疫苗并继续提供艾滋病产品，其余全部退出。\n在强生的疫苗管线中，最受关注的是新冠疫苗和RSV（呼吸道合胞病毒）疫苗。由于种种原因，2022年底，强生悄悄关闭了唯一可用于生产新冠疫苗的工厂，正是此次被传出裁员消息的荷兰莱顿杨森的工厂。强生的RSV疫苗也在今年3月29日终止了三期临床。\n今年上半年，强生的新冠疫苗收入下滑了近50%，传染病部门也因此成为杨森制药收入下滑最多的板块，这或许导致了强生 “关闭”传染病和疫苗部门的后果。\n8月17日，德国制药巨头拜耳旗下的细胞治疗公司BlueRock Therapeutics宣布，公司裁掉了约50名员工，BlueRock将专注于其帕金森病细胞疗法推向二期，并在近期将另一种细胞疗法推向临床。\nBlueRock Therapeutics一位发言人表示，为了将资源集中在优先项目上，并为其ipsc衍生的遗传性视网膜疾病治疗申请IND，BlueRock将在纽约、多伦多和马萨诸塞州剑桥等地裁员约12%。\n其他医药巨头也陆续公布了裁员数量，今年赛诺菲在印度的两个疫苗生产基地裁员约800人；安进公司宣布计划裁员450人；辉瑞加州裁员196人；武田管线调整削减186人等。\n从涉及的业务部分来看，部分企业选择从裁撤销售人员入手。如生物制药企业Amarin，日前宣布将解雇其在美国的全部销售人员，并减少30%的非销售人员，其CEO表示“该项目将带来1000万美元的重组费用，预计每年将节省约4000万美元的成本”。\n通过缩减成本而提高利润是行业普遍做法，中小型生物药企的裁员则是一波又一波。比如，专注于DNA医学的Inovio最近宣布了13个月内的第三轮裁员。\n不过，裁员也不是解决业绩危机的万能之策。5月14日，纳斯达克上市药企Athenex宣布破产，公司认为是新药监管障碍，以及“具有挑战性的生物技术市场和艰难的经济环境”导致公司破产。\n砍管线自救\n面对新药研发困难、销售业绩下滑等压力冲击，药企巨头也不得不做出管线调整、裁员的决定。\n今年以来，赛诺菲结束了BTK抑制剂atuzabrutinib 的开发，停止度普利尤单抗的过敏性真菌性鼻炎和无鼻息肉的慢性鼻窦炎两个项目；GSK结束对细胞基因疗法领域的投入；武田终止AAV基因疗法；诺华则砍去了在研管线中10%的非核心项目等。\n产品销售不理想也是药企精简团队的重要原因。7月25日，渤健在公布其2023年第二季度业绩的同时，宣布了一项名为“Fit for Growth”的削减计划，包括减员1000人、停止至少四种药物的研究开发等。\n渤健表示，“Fit for Growth”是为了优化成本结构、提高研发生产力和减低风险，实现可持续增长，其目标是在2025年前节省10亿美元运营费用，其中3亿美元将被重新投入产品开发和商业化。\n另据渤健最新发布的中报，上半年公司净利润大幅下滑23.2%。其中，多发性硬化症产品销售额同比下滑15%；脊髓性肌萎缩产品仅同比微增1%。这或许才是导致渤健裁员的直接原因。\n世事难料，也有药企是倒在了研发产品即将上市的前夜。“明星创新药企业”Athenex是一家同时在美国、中国和英国拥有广泛业务的跨国生物制药公司，曾在一级市场先后获得Mandra多轮投资，并成功在纳斯达克上市，市值一度超10亿美元。\n但2021年起，相继遭遇FDA拒绝批准其口服紫杉醇+Encequidar用于治疗转移性乳腺癌新药的上市申请、细胞疗法临床试验叫停等一系列负面事件后，Athenex受困于资金匮乏、债务缠身、股价大跌等诸多难题。虽然Athenex展开了裁员、出售设备等多种自救措施，但已无法改变败局，今年5月中旬，Athenex黯然宣布申请破产。\n上述跨国医药巨头的裁员计划是否会对中国市场产生影响？对此，《华夏时报》记者联系采访了强生、拜耳、安进等多家药企在中国总部或办事处，截至发稿，尚未收到回复。\n“海外裁员是否会影响到中国市场，具体要看涉及的管线和部门情况。”医药产业战略顾问周树告诉《华夏时报》记者，如果被裁员的业务完全在海外市场，同中国市场没有研发生产和销售上的合作，则不会对中国市场造成影响。不过，近年来，全球医药企业都将中国市场视为重要的市场，对其业务渗透合作越来越广泛，海外市场的变故对中国市场的间接影响多少还是存在的。\n编辑：颜源 主编：陈岩鹏","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.43.1","shortVersion":"4.43.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2362180607","isCrawlerRequest":true}