上海復星醫藥（集團）股份有限公司（Shanghai Fosun Pharmaceutical Group Co Ltd）已同意以14億美元的價格，收購KKR& Co LP投資的Gland Pharma公司。這是印度今年規模最大的外資收購。

知情人士稱，這是自復星國際有限公司（Fosun International Ltd）創始人、中國知名企業家郭廣昌在去年晚些時候短暫失聯之后，復星集團的第一個大動作。復星國際為上海復星制藥的母公司。

此次收購也凸顯出印度制藥企業的光明前景，憑借低制造成本和勞動力成本，印度已成為全球主要藥品供應商，其中美國是其最大的出口市場。

位于印度南部城市海德拉巴的Gland Pharma擁有四家工廠，提供各種注射類藥物——這些藥物用途廣泛，可通過藥瓶、注射器、注射袋和注射泵服用，制造難度高于普通藥物。

穆迪的印度子公司ICRA預計，未來四年，到2019年美國將有價值160億美元的注射類藥物專利到期，這為印度供應商提供了巨大的增長機遇。ICRA估計，未來五年，美國注射類藥物市場將以每年約10%的速度增長。

Gland Pharma的創始人和私募股權公司KKR共同持有約96%的股份。知情人士稱，該筆股份將全部出售給復星制藥。

周四，在香港上市的大型企業集團復星國際有限公司及其上海復星子公司，均暫停股票交易，等待一份有關“須予公布的交易”的聲明。

上海復星的發言人拒絕置評。KKR與Gland Pharma未立即對此事發表看法。

億萬富翁郭廣昌在上個月的“路透社新聞人物”活動（Reuters Newsmaker）上表示，由于此前的英國脫歐公投給英國和歐洲市場帶來了日益嚴重的波動性，因此復星集團也在這些市場尋找機會。

有知情人士在四月份向路透社透露，除了復星之外，Gland Pharma的出售消息，也引起了私募股權公司Advent、醫療公司百特國際（Baxter International Inc）和制藥公司Torrent Pharmaceuticals有限公司（Torrent Pharmaceuticals Ltd）的興趣。

美國注射類藥物市場的機遇，吸引了許多大型制藥公司，如邁蘭制藥（Mylan NV）在2013年收購了Strides Shasun公司的注射類藥物部門。

美國大型注射類藥物公司Hospira，去年被輝瑞收購。（財富中文網）

譯者：劉進龍/汪皓

Shanghai Fosun Pharmaceutical Group Co Ltd has agreed to buy Gland Pharma – backed by KKR & Co LP – for about $1.4 billion, a person with direct knowledge of the matter said, in India’s largest inbound acquisition this year.

The deal, which the person said could be announced as early as Thursday, would be the first major move by the Fosun group since Guo Guangchang, founder of flagship holding firm Fosun International Ltd and one of China’s best-known entrepreneurs, briefly went missing late last year.

The acquisition would also underscore a positive outlook for drugmakers in India, which is a major global supplier and counts the U.S. as its largest export market, helped by lower manufacturing and labor costs.

Gland Pharma, based in the southern city of Hyderabad, owns four factories from where it supplies a variety of injectables – widely used medicines administered through vials, syringes, bags and pumps, which are harder to make than regular medicines.

Moody’s Indian associate ICRA expects patents to expire on about $16 billion worth of injectables in the U.S. over four years through 2019, offering a growth opportunity for Indian suppliers. ICRA estimates the U.S. injectables market to grow at about 10 percent annually over five years.

Gland Pharma’s founders and private equity firm KKR, who jointly hold roughly 96 percent of the drugmaker, will sell almost all of their stake to Fosun, said the person, who was not authorized to speak on the matter ahead of an announcement and so declined to be identified.

Trading in shares of conglomerate Fosun International Ltd and its Shanghai Fosun subsidiary was suspended in Hong Kong on Thursday pending a statement regarding a “notifiable transaction”.

A spokeswoman for Shanghai Fosun declined to comment. KKR and Gland Pharma were not immediately available for comment.

Fosun group is also looking for opportunities in Britain and Europe, in markets rendered increasingly volatile by the former’s vote to leave the European Union, billionaire Guo said at a Reuters Newsmaker event last month.

Besides Fosun, the Gland Pharma sale attracted interest from private equity firm Advent, medical company Baxter International Inc and drugmaker Torrent Pharmaceuticals Ltd, people close to the matter told Reuters in April.

Opportunities for injectables in the United States has attracted large pharmaceutical firms such as Mylan NV, which bought the injectables business of Strides Shasun Ltd in 2013.

Hospira, a large U.S.-based injectables firm, was bought by Pfizer Inc last year.