王治单西门子医疗暗示买壳上市,潜在目标会是谁-医疗器械创新网

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西门子医疗暗示买壳上市,潜在目标会是谁-医疗器械创新网

来源:中国医疗科技网
医科导读
5月4日,西门子CFO称:公司将考虑把旗下价值150亿美元的Siemens Healthineers与一家已上市的竞争对手合并,作为将该业务上市的一项替代方案,但其并未透漏具体相关方案。但有相关人士爆料称:西门子此前曾寻求将瓦里安作为潜在的合作伙伴。
那么潜在目标究竟会是谁呢?Siemens Healthineers究竟会选择如何上市呢?谜底或许在不久的将来揭晓。
据路透社5月4日报道,德国工业集团西门子(SIEGn.DE) 首席财务官Ralf Thomas称,公司将考虑把旗下价值150亿美元的医疗保健业务Siemens Healthineers与一家已上市的竞争对手合并,作为将该业务上市的一项替代方案,但公司并不急于做出决定。
在公布2017年二季度财报后的电话会议中,RalfThomas称,西门子从未设定一个截止时间,正在考虑两、三个上市方案。
在被问及Healthineers是否有可能与一家上市公司合并时,RalfThomas告诉记者:“当然,我们正在寻找所有理论上可行的方案,不会真的排除任何可能性。”
但具体相关方案,RalfThomas并未透露,并称若有另一方参与,这样做可能影响结果。另Ralf还告诉分析师:“部分方案可能不在我们完全掌控之中。”
两名熟悉西门子情况的银行人士提到,西门子过去曾寻求将美国医疗设备制造商Varian Medical Systems (VAR.N) 作为潜在的合作伙伴,据悉,其营收不到Healthineers的四分之一。
对此,Varian并未立即回应。
另一银行人士称,Healthineers与一家大型设备公司进行此类反向上市的意义不大,因为其在这一领域已足具优势。
以下为西门子医疗系统集团、瓦里安医疗系统公司的简单介绍,目前来看二者在主要业务线并无重合,西门子侧重影像诊断设备,瓦里安侧重癌症放疗设备。
Siemens Healthineers
2016年5月,西门子医疗系统集团在收购分子诊断公司NEO一个月后,王治单 推出了新的品牌西门子Healthineers,继续强化其在医学影像和实验室诊断方面的领先产品组合。其业务包括医疗设备、诊断设备和远程医疗.
2016年11月,西门子在慕尼黑举办的年度记者会上宣布,计划将Healthineers申请上市。西门子总裁兼首席执行官乔·凯瑟尔(Joe Kaeser)称,上市是为了增加Siemens Healthineers在西门子内的分量,也是“成为全球首要医疗供应商策略的关键一步”。
2017年5月4日,西门子财报显示Healthineers第二季度利润为5.88亿欧元(6.43亿美元),同比增长6%。但该业务也是其唯一一个溢利不及预期的业务。
瓦里安医疗系统公司
位于美国加州,现已成为全球综合放射治疗设备软硬件以及X光诊断设备关键软硬件的供应商。是全球X射线成像的球管和数字探测器的主要供应商之一。其设计和制造癌症放射设备和软件产品,这些医疗器械包括直线加速器和软件,用于治疗癌症和其他疾病放射治疗,放射外科治疗,质子治疗和近距离放射治疗。
其在今年4月公布的财年第二季度财报显示,其当期利润为5610万美元,表现优于华尔街预期。其中癌症治疗系统在这一时期的收入为6.24亿美元,同比增长7%(二季度总收入为6.55亿美元)。
路透社原文报道如下:
Siemens (SIEGn.DE)would consider merging its $15 billion healthcare business with a listed competitor as an alternative to a flotation, itsfinance chief said, adding that the German industrial group would not be rushed into a decision.
The trains-to-turbines group announced in November it planned to list the medical technology business, enabling it to raise its own funds to adapt to new trends such as genome analysis, personal health management or software and services.
But it has not yet mandated any banks, several sources have told Reuters, raising questions as to whether it will manage a listing of Healthineers this year, as had been expected.
On a conference call following the release of forecast-beating Siemens quarterly results, CFO Ralf Thomas said the German company had never set itself a deadline and was considering "two or three" options for a listing.Siemens has plenty of experience on which to draw.
It could sell new shares in a classic initial public offering as it did with chipmaker Infineon (IFXGn.DE), spin off the business to existing shareholders as it did with lighting unit Osram (OSRn.DE), or merge the business with an already-listed company, as it did in the case of its wind-power business with Spanish renewables group Gamesa (GAM.MC).
Asked whether Healthineers could be merged with a listed company, Thomas told reporters: "Of course we're looking at all the options that are theoretically possible... I wouldn't really exclude anything."
Thomas did not spell out the options, saying that to do so could prejudice the outcome if another party were involved. "Some of these options may not be under our full control," he told analysts.
He stressed that Siemens' wind power deal with Gamesa should not be seen as a blueprint.
Two bankers familiar with Siemens mentioned U.S. medical device maker Varian Medical Systems (VAR.N), a company with less than a quarter of the sales of Healthineers, as a potential partner that Siemens has looked at in the past.
California-based Varian did not immediately respond to a request for comment.
Another banker said it would make little sense for Siemens Healthineers to engage in such a reverse IPO with a large hardware company - an area where it is already strong - but that it needed to deploy money into its software offering, either by investing in people or by buying small peers.
Healthineers, whose core business is in large medical imaging equipment, was the only one of Siemens' businesses not to beat market expectations for profit in the group's fiscal second quarter to the end of March.
Its profit rose 6 percent to 588 million euros ($643 million) but missed the poll average of 620 million euros, following a 15 percent year-on-year jump in the first quarter.
"It's obvious that after a really strong quarter... you cannot necessarily keep that level of pace," Thomas said. "I believe the momentum is going to pick up again," he added, citing China as a driver.
Overall, Siemens beat market forecasts with a 1 percent rise in orders, 5 percent increase in revenue and 18 percent rise in industrial profit in the quarter, taking its industrial margin to 12.1 percent.
Siemens reiterated its forecasts for the full year to end-September, saying they remained nominally the same but now took in their stride the costs of integrating Mentor Graphics and getting Siemens Gamesa Renewable Energy off the ground.

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