医药生物行业

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  中金 2012 年5 月22 日 医疗保健研究部


中金  2012 年5 月11 日第 256 期信息小组

目录
监管动态..........................................................................................................................................................3
新版全国医疗服务价格项目规范出台
中国证券报 20120511 ........................................................................ 3
抗菌药物管理办法出台分级管理加速行业淘汰整合
上海证券报 20120509................................................ 3
抗生素滥用纳入医院考核指标
21 世纪经济报道 20120509 ........................................................................... 4
行业动态..........................................................................................................................................................5
医改.............................................................................................................................................................................. 5
“十二五”基层医疗机构全面信息化
21 世纪经济报道 20120510................................................................ 5
4 家医院试点取消“以药养医”
东方早报 20120510..................................................................................... 6
深圳全市公立医院即将取消药品加成
财新网 20120508................................................................................ 7
广东今年将选取25 个县级医院试点破“以药养医“
新华网 20120508 ....................................................... 8
基本药物招标拟引入带预算采购
上海证券报 20120507................................................................................ 8
医药.............................................................................................................................................................................. 9
并购重组.................................................................................................................................................................. 9
工信部力促医药业并购重组正研究制定相关政策
上海证券报 20120510 ................................................... 9
贸易合作................................................................................................................................................................ 10
原料药出口反弹远景依旧乐观
医药经济报 20120509................................................................................ 10
制剂出口短期难享认证红利
医药经济报 20120509...................................................................................... 11
其他........................................................................................................................................................................ 13
全线产品禁止投标毒胶囊涉事药企多省碰壁
经济观察报 20120507......................................................... 13
公司新闻........................................................................................................................................................14
国药集团.................................................................................................................................................................... 14
国药旗下连锁药店十二五将扩张到5000 家
中国医药网 20120508............................................................. 14
上海医药.................................................................................................................................................................... 15
瑕疵土地两年多悬而未决上药集团被责令说明解决措施
证券日报 20120511............................................ 15
康丽制药收购案曝出“罗生门”上海医药3 亿元买个空架子?
北京商报 20120509 ................................... 16
中国医药.................................................................................................................................................................... 17
中国医药大股东拟注入优质资产
中国证券报 20120510.............................................................................. 17
通用系医药整合落槌：后来者难居上
21 世纪经济报道 20120508.............................................................. 17
换股吸收合并天方药业“通用系”整合思路迷雾重重
证券日报 20120508.............................................. 18
吸并天方+收购资产+融资中国医药重组“一箭三雕”
上海证券报 20120505 ......................................... 20
广药集团.................................................................................................................................................................... 20
广药急招3000 人为红罐王老吉备战?
每日经济新闻 20120511.................................................................. 20
信息周报——医药行业
2012 年5 月11 日第 256 期信息小组
2012/05/05－2012/05/11
医药行业：2012/05/05－2012/05/11
免责声明：本周报中的信息是基于公众媒体或其它第三方公开披露的信息编制而成。中金公司对所转发信息以及数据的准确性、可靠性、时效性及完整性
不作任何明示或默示的保证。本周报内容不代表中金公司的任何观点或意见，不构成买卖任何投资工具或者达成任何交易的推荐，亦不构成财务、法律、
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行事者自负，与中金公司无关。本周报内容的版权归中金公司或相关方所有，未经书面许可任何机构和个人不得以任何形式转发、翻版、复制、刊登、发
表或引用。
2
游资“翻炒”广药系整合白云山比价优势渐显
上海证券报 20120508 ..................................................... 21
广药拿下2 亿元外单中成药出口转战新兴市场
第一财经日报 20120507 ................................................. 22
其他............................................................................................................................................................................ 23
永生投资拟购神奇药业大股东有心整体上市
上海证券报 20120511 ......................................................... 23
康恩贝拟定增募资9.25 亿解“资渴”
上海证券报 20120509 ..................................................................... 24
九芝堂新帅立下军令状五年内利润翻番
证券时报 20120509 .................................................................... 24
大股东“溢价”让股东北制药欲引同业强援
上海证券报 20120508......................................................... 25
通化金马毒胶囊涉及金额36.08 万元损失尚难估量
证券日报 20120508 .................................................. 25
东北制药10%股权公开转让
东方早报 20120508 ......................................................................................... 26
华邦制药逾1.4 亿元收购关联企业股权
一财网 20120507 ........................................................................... 26
广济药业提价近四成 VB2 涨价趋势暂难形成
每日经济新闻 20120505..................................................... 27
国际动态........................................................................................................................................................28
综合............................................................................................................................................................................ 28
Indian drug regulator accused of malpractice
FT 20120509................................................................................ 28
Drugmakers see $33bn bout of M&A activity
FT 20120506............................................................................... 29
Roche ......................................................................................................................................................................... 29
Roche Drug to Raise 'Good' Cholesterol Fails
WSJ 20120507............................................................................ 29
Roche loses 3.45% after it abandons drug trial
FT 20120507 ............................................................................. 31
Abbott Laboratories.................................................................................................................................................. 31
Abbott agrees $1.6bn Depakote settlement
FT 20120507................................................................................... 31
GlaxoSmithKline....................................................................................................................................................... 32
GSK starts $2.6 bln tender offer for Human Genome
Reuters 20120510 ............................................................ 32
GSK turns hostile with $2.6bn bid for HGS
FT 20120509.................................................................................. 33
Glaxo to Begin Hostile Offer for Human Genome at $13 a Share
Bloomberg 20120509..................................... 34
Novartis ..................................................................................................................................................................... 35
Novartis to probe Indian drug approval allegations
Reuters 20120510................................................................ 35
其他............................................................................................................................................................................ 36
Teva First-Quarter Profit Surges, Revenue Misses Estimates
Bloomberg 20120509............................................ 36
观点评论........................................................................................................................................................36
商业深度比拼“巧实力”
医药经济报 20120511........................................................................................ 36
药企彷徨于技术难点
医药经济报 20120511 ................................................................................................. 38
“十二五”基层扩容中国或跃居全球第二
医药经济报 20120509............................................................. 39
“十二五”流通整合加速：大商业时代到来
医药经济报 20120509........................................................... 40
数字天地........................................................................................................................................................42
卫生部：抗菌药物整治初见成效
证券时报 20120509.................................................................................. 42
媒体索引........................................................................................................................................................42