{"id":166664,"date":"2026-08-03T08:31:12","date_gmt":"2026-08-03T08:31:12","guid":{"rendered":"https:\/\/www.europesays.com\/cz\/166664\/"},"modified":"2026-08-03T08:31:12","modified_gmt":"2026-08-03T08:31:12","slug":"astrazeneca-jedna-o-spojeni-s-konkurentem-vznikl-by-farmaceuticky-gigant","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/cz\/166664\/","title":{"rendered":"AstraZeneca jedn\u00e1 o\u00a0spojen\u00ed s\u00a0konkurentem. Vznikl by farmaceutick\u00fd gigant"},"content":{"rendered":"

Britsk\u00e1 farmaceutick\u00e1 spole\u010dnost AstraZeneca jedn\u00e1 o\u00a0spojen\u00ed se sv\u00fdm americk\u00fdm konkurentem Bristol Myers Squibb (BMS). V\u00fdsledkem t\u00e9to transakce by byla jedna z\u00a0nejv\u011bt\u0161\u00edch farmaceutick\u00fdch skupin na sv\u011bt\u011b s\u00a0hodnotou bl\u00ed\u017e\u00edc\u00ed se 400\u00a0miliard\u00e1m dolar\u016f.<\/p>\n

Podle agentury Bloomberg, kter\u00e1 o\u00a0pl\u00e1nech informovala<\/a>, vedou ob\u011b firmy jedn\u00e1n\u00ed o\u00a0p\u0159\u00edpadn\u00e9m spojen\u00ed ji\u017e n\u011bkolik m\u011bs\u00edc\u016f. Rozhovory by sice mohly v\u00a0dohledn\u00e9 dob\u011b vy\u00fastit v\u00a0dohodu, zdroje agentury v\u0161ak z\u00e1rove\u0148 upozor\u0148uj\u00ed, \u017ee se transakce m\u016f\u017ee zpozdit, nebo z\u00a0n\u00ed m\u016f\u017ee zcela sej\u00edt.<\/p>\n

AstraZeneca, je\u017e je druhou nejhodnotn\u011bj\u0161\u00ed ve\u0159ejn\u011b obchodovanou spole\u010dnost\u00ed ve Velk\u00e9 Brit\u00e1nii, se py\u0161n\u00ed tr\u017en\u00ed hodnotou zhruba 196\u00a0miliard liber (5,540\u00a0bilionu korun). Hodnota BMS se pak pohybuje v\u00a0p\u0159epo\u010dtu kolem 99\u00a0miliard liber.<\/p>\n

Spojen\u00ed t\u011bchto dvou podnik\u016f by se za\u0159adilo mezi nejv\u011bt\u0161\u00ed transakce ve farmaceutick\u00e9m pr\u016fmyslu v\u00a0historii a\u00a0nov\u011b vznikl\u00fd subjekt by vyneslo na pozici \u010dtvrt\u00e9ho nejv\u011bt\u0161\u00edho v\u00fdrobce l\u00e9\u010div na sv\u011bt\u011b z\u00a0hlediska tr\u017en\u00ed kapitalizace.<\/p>\n

P\u0159\u00edpadn\u00e1 transakce, za kterou stoj\u00ed dlouholet\u00fd gener\u00e1ln\u00ed \u0159editel spole\u010dnosti AstraZeneca sir Pascal Soriot, by v\u00fdznamn\u011b roz\u0161\u00ed\u0159ila p\u016fsobnost britsk\u00e9 firmy na americk\u00e9m trhu. Z\u00e1rove\u0148 by v\u0161ak prohloubila obavy, \u017ee se nejv\u011bt\u0161\u00ed britsk\u00e9 podniky postupn\u011b odvracej\u00ed od sv\u00e9 domovsk\u00e9 zem\u011b.<\/p>\n

K t\u011bmto jedn\u00e1n\u00edm doch\u00e1z\u00ed nedlouho pot\u00e9, co AstraZeneca, je\u017e je sou\u010d\u00e1st\u00ed indexu nejv\u011bt\u0161\u00edch britsk\u00fdch firem FTSE 100, v\u00a0\u010dervnu dokon\u010dila p\u0159\u00edm\u00fd \u00fapis sv\u00fdch akci\u00ed na newyorsk\u00e9 burze. Tento krok zasadil lond\u00fdnsk\u00e9mu akciov\u00e9mu trhu citelnou r\u00e1nu. \u010ce\u0161t\u00ed \u010dten\u00e1\u0159i mohou britskou spole\u010dnost zn\u00e1t d\u00edky jej\u00edmu o\u010dkov\u00e1n\u00ed proti covidu-19. <\/p>\n

P\u0159esnou strukturu p\u0159\u00edpadn\u00e9 transakce nebylo mo\u017en\u00e9 podle Bloombergu bezprost\u0159edn\u011b zjistit, pravd\u011bpodobn\u011b by v\u0161ak zahrnovala kombinaci hotovosti a\u00a0akci\u00ed. Z\u00e1stupci spole\u010dnosti AstraZeneca se k\u00a0situaci odm\u00edtli vyj\u00e1d\u0159it a\u00a0firma BMS na \u017e\u00e1dosti o\u00a0koment\u00e1\u0159 bezprost\u0159edn\u011b nereagovala.<\/p>\n

Situace na trhu s\u00a0l\u00e9\u010divy<\/p>\n

Americk\u00fd konkurent Pfizer se pokusil spole\u010dnost AstraZeneca p\u0159evz\u00edt ji\u017e v\u00a0roce 2014, a\u00a0to v\u00a0r\u00e1mci sledovan\u00e9 nab\u00eddky, kter\u00e1 firmu ohodnotila na bezm\u00e1la 70\u00a0miliard liber. Tato jedn\u00e1n\u00ed tehdy povzbudila n\u00e1ladu investor\u016f v\u00a0dob\u011b, kdy se britsk\u00e1 farmaceutick\u00e1 firma pot\u00fdkala s\u00a0ne\u00fasp\u011bchy sv\u00fdch l\u00e9k\u016f v\u00a0pozdn\u00edch f\u00e1z\u00edch klinick\u00fdch test\u016f.<\/p>\n

Pod veden\u00edm Soriota se ale pot\u00e9 z\u00a0firmy AstraZeneca stal skute\u010dn\u00fd farmaceutick\u00fd gigant disponuj\u00edc\u00ed portfoliem onkologick\u00fdch p\u0159\u00edpravk\u016f. Rozs\u00e1hlou diviz\u00ed zam\u011b\u0159enou na l\u00e9\u010dbu rakoviny se p\u0159itom m\u016f\u017ee pochlubit i\u00a0spole\u010dnost BMS.<\/p>\n

Spole\u010dnost AstraZeneca si pro rok 2030\u00a0stanovila ambici\u00f3zn\u00ed c\u00edl dos\u00e1hnout tr\u017eeb ve v\u00fd\u0161i 80\u00a0miliard dolar\u016f, p\u0159i\u010dem\u017e v\u00a0lo\u0148sk\u00e9m roce vygenerovala 58,7\u00a0miliardy dolar\u016f. Dosa\u017een\u00ed takto v\u00fdrazn\u00e9ho r\u016fstu by do zna\u010dn\u00e9 m\u00edry z\u00e1viselo na americk\u00e9m trhu, odkud ji\u017e nyn\u00ed poch\u00e1z\u00ed t\u00e9m\u011b\u0159 polovina celkov\u00fdch p\u0159\u00edjm\u016f podniku.<\/p>\n

B\u011bhem minul\u00e9ho t\u00fddne se Soriot v\u00a0konferen\u010dn\u00edm hovoru s\u00a0novin\u00e1\u0159i nechal sly\u0161et, \u017ee ke spln\u011bn\u00ed sv\u00fdch finan\u010dn\u00edch c\u00edl\u016f pro rok 2030\u00a0AstraZeneca \u201e\u017e\u00e1dn\u00e9 f\u00faze ani akvizice nepot\u0159ebuje\u201c. V\u00a0posledn\u00edch letech je v\u0161ak firma velmi aktivn\u00ed v\u00a0uzav\u00edr\u00e1n\u00ed licen\u010dn\u00edch dohod v\u00a0\u010c\u00edn\u011b, jejich\u017e c\u00edlem je pos\u00edlit portfolio l\u00e9k\u016f ve v\u00fdvoji. <\/p>\n

P\u0159\u00edpadn\u00e9 spojen\u00ed s\u00a0BMS by sv\u00fdm rozsahem dalece zast\u00ednilo i\u00a0n\u00e1kup biotechnologick\u00e9 spole\u010dnosti Alexion, zam\u011b\u0159uj\u00edc\u00ed se na vz\u00e1cn\u00e1 onemocn\u011bn\u00ed. Za tu AstraZeneca v\u00a0roce 2021\u00a0zaplatila 39\u00a0miliard dolar\u016f, co\u017e z\u00a0n\u00ed dosud \u010din\u00ed v\u016fbec nejv\u011bt\u0161\u00ed akvizici v\u00a0historii podniku.<\/p>\n

<\/a><\/p>\n

Spole\u010dnost BMS si vyslou\u017eila n\u00e1lepku zaost\u00e1vaj\u00edc\u00edho hr\u00e1\u010de v\u00a0oboru pot\u00e9, co jej\u00ed akvizice biotechnologick\u00e9 firmy Celgene za 74\u00a0miliard dolar\u016f z\u00a0roku 2019\u00a0nep\u0159inesla o\u010dek\u00e1van\u00e9 v\u00fdnosy. Firma se nav\u00edc mus\u00ed pot\u00fdkat s\u00a0masivn\u00edm potenci\u00e1ln\u00edm propadem tr\u017eeb, jeliko\u017e jej\u00edm kl\u00ed\u010dov\u00fdm l\u00e9k\u016fm v\u00a0nadch\u00e1zej\u00edc\u00edch letech vypr\u0161\u00ed patentov\u00e1 ochrana.<\/p>\n

Jak\u00e1koli p\u0159eshrani\u010dn\u00ed transakce by mohla vzbudit kontroverze. Pravd\u011bpodobn\u011b by \u010delila politick\u00e9mu drobnohledu na obou b\u0159ez\u00edch Atlantiku, a\u00a0to zejm\u00e9na ve Velk\u00e9 Brit\u00e1nii kv\u016fli obav\u00e1m, \u017ee by AstraZeneca mohla dohodu vyu\u017e\u00edt k\u00a0p\u0159esunu sv\u00e9ho da\u0148ov\u00e9ho s\u00eddla do Spojen\u00fdch st\u00e1t\u016f.<\/p>\n

Jak\u00e9koli spojen\u00ed obou firem by podl\u00e9halo p\u0159\u00edsn\u00e9mu antimonopoln\u00edmu zkoum\u00e1n\u00ed vzhledem k\u00a0tomu, \u017ee ob\u011b spole\u010dnosti disponuj\u00ed rozs\u00e1hl\u00fdmi onkologick\u00fdmi divizemi. Evan Seigerman, analytik spole\u010dnosti BMO Capital Markets, ve sv\u00e9 ned\u011bln\u00ed zpr\u00e1v\u011b uvedl, \u017ee \u201ezna\u010dn\u00fd obchodn\u00ed p\u0159ekryv\u201c mezi portfolii l\u00e9k\u016f proti rakovin\u011b obou farmaceutick\u00fdch skupin \u201eby mohl sn\u00ed\u017eit \u0161ance na \u00fasp\u011b\u0161nou f\u00fazi\u201c.<\/p>\n

Seigerman poznamenal, \u017ee l\u00e9ky Opdivo od Bristolu a\u00a0Imfinzi od spole\u010dnosti AstraZeneca si p\u0159\u00edmo konkuruj\u00ed v\u00a0l\u00e9\u010db\u011b karcinomu plic.<\/p>\n

Zpr\u00e1vy o\u00a0p\u0159\u00edpadn\u00e9 dohod\u011b v\u0161ak p\u0159ich\u00e1zej\u00ed v\u00a0dob\u011b, kdy administrativa americk\u00e9ho prezidenta Donalda Trumpa projevuje zna\u010dnou vst\u0159\u00edcnost v\u016f\u010di korpor\u00e1tn\u00edm transakc\u00edm, co\u017e p\u0159isp\u011blo k\u00a0r\u016fstu objemu f\u00faz\u00ed a\u00a0akvizic v\u00a0USA na t\u00e9m\u011b\u0159 rekordn\u00ed \u00farove\u0148.<\/p>\n

Akcie spole\u010dnosti BMS od za\u010d\u00e1tku roku vzrostly o\u00a021\u00a0procent, zat\u00edmco akcie firmy AstraZeneca za stejn\u00e9 obdob\u00ed zaznamenaly osmiprocentn\u00ed propad.<\/p>\n","protected":false},"excerpt":{"rendered":"Britsk\u00e1 farmaceutick\u00e1 spole\u010dnost AstraZeneca jedn\u00e1 o\u00a0spojen\u00ed se sv\u00fdm americk\u00fdm konkurentem Bristol Myers Squibb (BMS). V\u00fdsledkem t\u00e9to transakce by…\n","protected":false},"author":2,"featured_media":166665,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[12],"tags":[41172,67,68,8487,4141],"class_list":["post-166664","post","type-post","status-publish","format-standard","has-post-thumbnail","category-byznys","tag-astrazeneca","tag-business","tag-byznys","tag-farmaceuticky-prumysl","tag-fuze"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@cz\/117030648880456771","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/posts\/166664","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/comments?post=166664"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/posts\/166664\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/media\/166665"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/media?parent=166664"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/categories?post=166664"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/cz\/wp-json\/wp\/v2\/tags?post=166664"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}