2015年3月4日讯 /生物谷BIOON/ --波士顿科学（Boston Scientific）近日宣布，将以16.5亿美元收购远腾国际（Endo international）旗下美国医疗系统（American Medical Systems，AMS）的泌尿外科产品组合，包括男性保健和前列腺保健业务，按不包括女性保健业务。该笔交易预计将于2015年第三季度完成。这也是波士顿科学自2006年270亿美元收购心脏设备制造商盖丹特（Guidant）之后近10年来首笔大型并购交易。
交易完成后，AMS的男性保健和前列腺保健业务将成为波士顿科学泌尿和女性保健业务的一部分。此次收购的产品组合包括GreenLight激光治疗系统（治疗良性前列腺增生（BPH））、AMS 800泌尿控制系统（治疗压力性尿失禁）、AMS 700充气阴茎假体（治疗勃起功能障碍（ED））。在这3个细分治疗市场，AMS均为市场的领导者。
波士顿科学表示，此次收购的资产将与自身强大的泌尿资产形成补充，将为客户提供全面的泌尿科、妇科泌尿科和妇科手术产品组合，将使波士顿科学在泌尿外科5类治疗市场中成为市场领导者或共同领导者地位，包括前述3个治疗领域、肾结石、盆底疾病。
根据路透社报道，AMS的男性保健及前列腺保健业务在2014年的销售额约为4亿美元。而波士顿科学的泌尿科和女性保健设备单元在2014年的收入为5亿美元。波士顿科学表示，该笔交易将创造一个年销售近10亿的业务，而资产投资创新及国际市场拓展，还将产生显著的协同效益。而对于远藤而言，该笔交易标志着公司重心向制药行业的转移，同时也标志着该公司于3年前斥资29亿美元收购AMS交易的重大损失。目前，远藤正深陷于AMS女性保健产品（阴道网片植入物）相关的安全诉讼。远藤已同意拨付约16亿美元解决相关法律诉讼。
远藤在一份单独声明中表示，正在评估该笔业务的战略选择。波士顿科学表示，将通过现有和新提交的信贷服务相结合的融资交易。美银美林（BofA Merrill Lynch）担任远藤的财务顾问，JP摩根证券担任波士顿科学的财务顾问。去年5月，波士顿科学耗资4.15亿收购拜耳介入设备业务纳入自身外周介入业务以扩充治疗外周血管疾病的产品组合方案。
英文原文：Boston Sci to acquire Endo's men's health devices for $1.6B
During the continued wave of life science M&A, companies are seeking to focus on core competencies. Once again, this trend has resulted in Boston Scientific ($BSX) snatching the medical device assets of a pharma company, this time from Endo International ($ENDP).
Last year, Boston Scientific snagged Bayer's devices to treat peripheral vascular disease for $415 million. Today it announced an agreement to acquire a good chunk of Endo's American Medical Systems (AMS) device unit for $1.6 billion. The transaction is expected to close in the third quarter of this year.
Crucially, it won't include Endo's women's health devices, such as transvaginal mesh. The mesh (including Boston Scientific's) turned out to have dangerous side effects. Endo agreed to set aside about $1.6 billion to resolve the claims related to its vaginal mesh implants, while Boston Scientific was hammered last year by unfavorable verdicts resulting in payouts as high as $26.7 million.
Instead, the new devices in the Boston Scientific portfolio will be in the men's health and prostate health arena. Specifically, they include the GreenLight Laser Therapy Systems for benign prostatic hyperplasia (known as BPH), the AMS 800 Urinary Control System for stress urinary incontinence, and the AMS 700 Inflatable Penile Prosthesis for erectile dysfunction. AMS is the market leader in treating all three segments.
The to-be-acquired unit had sales of about $400 million last year and operating income of about $60 million. It will give Boston Scientific a market-leading or co-leading position in 5 therapeutic categories in urology (the three aforementioned ones plus kidney stones and pelvic floor disorders), the company said during a conference call with investors.
Meanwhile, Boston Scientific's urology and women's health device unit produced $500 million in revenue last year.
Boston Scientific CEO Mike Mahoney said in a statement that the deal will "create a business with nearly $1 billion in annual sales and enable significant synergies and strong future growth prospects through portfolio innovation and international market expansion. We look forward to serving customers and impacting patient care in ways that could not be realized by either company alone." Cost savings are expected to exceed $50 million by the end of 2018.
For Endo, the deal marks its shift to the pharma world. The sale represents a loss on its $2.9 billion acquisition of AMS about three years ago. Most of what remains with Endo on the women's health side is tarred by lawsuits and safety concerns.
"The divestiture of AMS marks the continued execution of our business strategy and furthers the transformation of Endo into a leading global specialty pharmaceutical company," said company CEO Rajiv De Silva in a statement.
The announcement comes on the heels of a $600 million settlement with Johnson & Johnson ($JNJ) over a dispute related to Boston Scientific's disastrous acquisition of cardiology player Guidant. J&J had originally requested $7.2 billion.