2013新晉財(cái)富美國(guó)500強(qiáng)企業(yè):阿特維斯
????如果,假設(shè)地說(shuō),阿特維斯不久被Valeant收購(gòu),那么阿特維斯在500強(qiáng)榜單的停留時(shí)間就很短了。那樣會(huì)不會(huì)有點(diǎn)失望?比薩羅回答說(shuō):“我們希望長(zhǎng)期留在榜單上。” ????比薩羅在幾個(gè)月前剛完成了自身的一個(gè)重要收購(gòu)計(jì)劃。去年10月31日,華生制藥宣布對(duì)瑞士阿特維斯集團(tuán)的收購(gòu)?fù)瓿桑@次收購(gòu)以55億美元股票加現(xiàn)金的方式交易。新合并后的公司名叫阿特維斯,而不是華生。(為了給這次收購(gòu)交易融資,公司資產(chǎn)負(fù)債表上增加了60億美元債務(wù)。目前的債務(wù)與息稅折舊及攤銷前利潤(rùn)比率為3.5倍。比薩羅說(shuō),考慮到公司強(qiáng)勁的現(xiàn)金流,這個(gè)比率水平完全可控。)這次收購(gòu)使阿特維斯成為全球第三大仿制藥生產(chǎn)商,業(yè)務(wù)布局于全球62個(gè)國(guó)家,而之前為20個(gè)。比薩羅對(duì)我說(shuō):“我們現(xiàn)在能切實(shí)說(shuō)阿特維斯是個(gè)全球公司。” ????用阿特維斯這個(gè)名字是有道理的,比薩羅說(shuō),因?yàn)椤叭A生”這個(gè)名字在全球太普通了,而且公司在澳大利亞和英國(guó)市場(chǎng)曾與相似命名的企業(yè)發(fā)生過(guò)版權(quán)糾紛。但阿特維斯沒(méi)有對(duì)改名掉以輕心,它之前聘請(qǐng)了品牌策略公司Lippincott研究各種選項(xiàng),咨詢師們最初提供了近2000種方案。(其中一個(gè)內(nèi)部建議是,用華生和阿特維斯的組合出一個(gè)名稱:“Wacktivis”,這個(gè)建議很快被否定。)比薩羅和他的團(tuán)隊(duì)將范圍縮小到8個(gè)備選名字,最后決定使用阿特維斯,這個(gè)名字的全球識(shí)別度已經(jīng)相當(dāng)高,是最好不過(guò)的選擇。 ????阿特維斯已經(jīng)在全球成功進(jìn)行了改名,唯一的例外是他們?cè)谂廖髋聊岬幕▓@式總部。停車場(chǎng)和大樓的外面的所有指示牌都還寫著“華生制藥”。當(dāng)然,在幾年前,比薩羅計(jì)劃把總部從加利福尼亞的科洛納搬到帕西帕尼時(shí),花了兩年時(shí)間才獲得帕西帕尼同意將帶有公司名字字樣的指示牌樹立起來(lái)。標(biāo)識(shí)更改之戰(zhàn)很可能在并購(gòu)整合完成后繼續(xù)很長(zhǎng)時(shí)間。最初,聯(lián)席創(chuàng)始人趙天宇(臺(tái)裔美籍)給這家制藥公司命名為華生。趙天宇為了紀(jì)念母親,在1984年成立公司時(shí),用母親的娘家姓“華”來(lái)命名。華生,即“華”之子。趙天宇在2007年退休之前一直擔(dān)任CEO一職,隨后由比薩羅繼任。 ????比薩羅,現(xiàn)年52歲,1992年進(jìn)入制藥業(yè),當(dāng)時(shí)他是巴爾制藥(Barr Pharmaceuticals)的首席法律顧問(wèn),后來(lái)升職為總裁兼首席運(yùn)營(yíng)官。在他剛加入華生時(shí),便將全球擴(kuò)張作為重中之重。當(dāng)時(shí),公司幾乎所有的收入都來(lái)自于美國(guó)市場(chǎng)。今年,阿特維斯約40%的銷售額將來(lái)自于美國(guó)境外。比薩羅預(yù)計(jì),在5年內(nèi),美國(guó)鏡內(nèi)外銷售比將達(dá)到1:1。阿特維斯在全球的雇員數(shù)量為1萬(wàn)7千人,包括在美國(guó)的約5400名員工,在印度有龐大生產(chǎn)業(yè)務(wù)。 ????如今,所有仿制藥生產(chǎn)商目前都面臨著一個(gè)重大挑戰(zhàn):仿制藥依靠暢銷品牌藥的專利過(guò)期帶動(dòng)業(yè)務(wù),而專利過(guò)期潮近年來(lái)正在逐漸退去。比薩羅稱,下一個(gè)大機(jī)遇是所謂的生物仿制藥——即昂貴的尖端生物藥品的基本仿制品,而生物藥品銷量已經(jīng)開始趕超傳統(tǒng)小顆粒藥品。比薩羅將生物仿制藥稱為“新前沿領(lǐng)域”。阿特維斯已經(jīng)和生物科技巨頭安進(jìn)(Amgen)達(dá)成協(xié)議,在安進(jìn)的四款藥品專利到期后,進(jìn)行共同銷售。比薩羅說(shuō)他相信阿特維斯能在這個(gè)新領(lǐng)域不斷增長(zhǎng)。 ????如果比薩羅是正確的,阿特維斯便能繼續(xù)留在500強(qiáng)的榜單上,并且一路向上攀登。他說(shuō):“我們不會(huì)只滿足于432位,還想排名更靠前。” ????從某種程度上說(shuō),排名靠前帶來(lái)的聲望或許也能幫助他更改大樓的標(biāo)識(shí)。(財(cái)富中文網(wǎng)) ????譯者:默默 |
????If, hypothetically, Actavis were to be acquired by Valeant in the near future, that would make for a very short stay for Actavis on the 500. Wouldn't that be kind of a letdown? "Our intention is to be on the Fortune 500 for a long time," replied Bisaro tactfully. ????It's only been a few months since Bisaro completed a major purchase of his own. On Oct. 31, Watson Pharmaceutical announced that its $5.5 billion stock and cash deal to buy the Actavis Group of Switzerland had closed, and that the newly-merged company would be known as Actavis, not Watson. (To fund the purchase, the company put about $6 billion of debt on its balance sheet. It's now at 3.5 times debt-to-EBITDA, which Bisaro says is easily manageable given its strong cash flow.) The deal made Actavis the world's third-largest generic drugmaker. It now operates in 62 countries, up from 20. "We can truly say we're a global company now," Bisaro told me. ????Taking the Actavis name made sense, said Bisaro, because "Watson" turned out to be too common around the world, and he ran into copyright conflicts with similarly named businesses in markets such as Australia and England. But the company didn't take the name change lightly. It hired brand strategy firm Lippincott to explore options, and the consultants came back with roughly 2,000 possibilities. (One internal suggestion that was quickly rejected was a Watson/Actavis mash-up: "Wacktivis.") Bisaro and his team whittled down the list to eight finalists before deciding that embracing Actavis, already recognized globally, was the best solution. ????Actavis has successfully rebranded itself everywhere already except its own office park headquarters in Parsippany. All the signage in the parking lot and on the outside of the building still reads "Watson Pharmaceuticals." Of course, it took two years for the company to get permission from the local township to put the name up when they moved in a few years ago, after Bisaro moved the headquarters from Corona, Calif. The battle to change the sign may well rage on well after the merger integration is a distant memory.The drugmaker was originally given the name Watson by co-founder Allen Chao, a Taiwanese-American. He wanted to honor his mother, whose maiden name was Hwa. So he Americanized "Hwa's son" into Watson when he started the firm in 1984. Chao served as CEO until he retired in 2007, and Bisaro was recruited to be his successor. ????Bisaro, 52, got into the world of pharma when he joined Barr Pharmaceuticals in 1992 as chief legal counsel, later rising to become president and chief operating officer. When he arrived at Watson, he immediately decided that a top priority was to expand internationally. At the time, almost 100% of the drugmaker's revenues were derived from the U.S. This year about 40% of sales at Actavis will come from outside the U.S., and Bisaro thinks that in five years the ratio of U.S. to non-U.S. revenues could be 50/50. Of the company's 17,000 employees, about 5,400 are in the U.S. It has large production operations in India. ????All generic drugmakers are dealing with a major business challenge these days: The wave of patent expirations on best-selling, branded drugs that fueled their business in recent years is slowing. The next big opportunity, according to Bisaro, is in so-called biosimilars -- basically, generic versions of the complex, expensive biotech medicines that have begun to overtake traditional small molecule pharmaceuticals in sales. Bisaro calls biosimilars "the new frontier." Actavis has signed a deal with biotech giant Amgen (AMGN) to partner in selling four of its drugs as they come off patent. The CEO says he is confident that Actavis is set to keep growing in this brave new world. ????If Bisaro is right, Actavis could become a fixture on the 500, climbing its way toward the top. "We don't just want to be 432," he said. "We want to go up higher." ????At some point, maybe he'll even have enough cred to get the sign changed on his building. |