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美听证会通过生物安全法案,将对药明系海外业务产生什么影响?

anzhaoxiangguanliucheng,gaifaanzhengshichengweifalvqian,haixuyaojingguocanyiyuan、zhongyiyuanquantihuiyi,bingdijiaomeiguozongtong。huaneryanzhi,yuzhengshilifajulishangyuan。

图片来源:界面图库

界面新闻记者 | 陈杨

界面新闻编辑 | 谢欣

meidongshijian3yue6rishangwu9dian30fen,meiguocanyiyuanguotuanquanyuzhengfushiwuweiyuanhuijuxingtingzhenghui,shenyishuxiangyicheng。qizhongbaokuoriqianshoudaoguanzhu、dacuoyaomingxigujiade《shengwuanquanfaan》(bianhao:s.3558)。dangcitingzhenghui,gaifaanyi11piaotongyi、1piaofanduidejieguotongguo。

3yue7ri,yaomingxigujiakaipandadie。jiezhishangwushoupan,yaomingkangdeagudieting,hgudiechao15%,yaomingshengwuhgudiechao20%。

图源:雪球截图。截至3月7日上午收盘

qianshulifacaoanzaijinnian1yue26ritichu。qiyaoqiu,congguojiashengwuanquandejiaodukaolv,jianyijinzhiyubaokuohuadajiyin、yaomingkangde、yaomingshengwudengshengwujishugongyingshangqiandinghetong,yiquebaowaiguoshengwujishugongsiwufahuodemeiguonashuirendezijin。tianzhechengyao“lifajinzhiyuzhongguoyoulianxidegongsiqiandinglianbanghetongherongzijizhi,zheiyouzhuyuquebaomeiguonashuirendeqianbunengbeiyonglaibutieweixiewomenguojiaanquandeshengwujishugongsi”。

buguo,xuyaozhuyideshi,anzhaoxiangguanliucheng,gaifaanzhengshichengweifalvqian,haixuyaojingguocanyiyuan、zhongyiyuanquantihuiyi,bingdijiaomeiguozongtong。huaneryanzhi,yuzhengshilifajulishangyuan。

汉坤律师事务所顾泱律师介绍,在美国,一项立法从草案(Bill)到法律(Law)需要经历较长的研究、审议和表决过程。通常而言,草案需要先经议院下属委员会研究并经听证会表决获得通过,此后委员会将向所在议院进行报告,在该院开展全体辩论(Floor Action)并进行全体议员表决;参议院和众议院均完成上述流程之后,仍需就两院通过的版本协调一致,并最终将该草案提交给总统签署。当前生物安全草案(BIOSECURE Act)通过了参议院国土安全和政府事务委员会的听证决议,尚属于早期阶段,未来仍需经过漫长且大量的审议、辩论和修改工作,方有可能形成正式的法律(Law)。

3月7日午间,药明康德再次发布对前述事件的澄清公告,biaoshijiangjixuyucanyucaoan、meiguozhongyiyuanxiangyingfaanlifaguochengdexiangguanfangjiaoliuduihua,caoanneirongrengyoudaijinyibushenyibingkenengbiangeng。yaomingshengwutongyangbiaoshi,jiangjixumiqieguanzhuxiudingfaancaoanlifachengxudejinzhan。

对于该草案立法前景,顾泱认为,本次参议院下属国土安全和政府事务委员会表决通过仅是所有流程中的一部分,未来草案可能进入参议院进行全体讨论,并需要完成众议院的对应环节。组成该委员会的15位成员可能并不能直接代表所属参议院(100个席位)的普遍态度,更不必说尚待审议和听证的众议院(434席左右)及其委员会的普遍态度。

除了漫长的立法流程,今年作为美国的大选之年,诸多场外因素也可能对草案的审议和表决工作带来影响。总而言之,美国立法流程是一个漫长且充满不确定性的过程,参议院委员会的高票通过并不能代表草案未来畅通无阻,其是否可能面临更多阻力仍有待后续观察。

shijishang,jinnianlai,guoneicxo(yiyaowaibao)gongsizaishengwuyiyaolingyudeguojifengongyuhezuozhongrijianhuoyue。2022nianhe2023nianshangbannian,yaomingkangdejingwaishouruzhanbijunchaoguo80%,qizhongmeiguodiquzhanbiwendingzai65%。tongqi,yaomingshengwudebeimeishichangshouruzhanbifenbiewei55.6%、46.3%。

dangxia,quanqiushengwuyiyaotourongzikaishiyouhuinuanzhishi。yaomingshengwuceochenzhishengzaijinnian1yuexiangjiemianxinwenbiaoshi,“queshikandaoshengwujishugongsi、shengwujishutourongziyijingkaishifusu,kehuqingxumingxiandicongzhongxingzhuanbianweileguan。”zheiduicxogongsieryanyiweizhexinyilunjiyu。yaomingshengwuyebajinniandexinzengxiangmushuyuqicong2023niantichude80geshangdiaozhi110ge。

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jinnianlai,weijiezhuquanqiudingdan,yaomingxiyezaiduodikuochan。meiguofangmian,yaomingkangdezaitelahuazhoudeshengchanjidizhengzaijianshezhong,yuji1qijiangyu2026nianzhengshitourushiyong。jinnian2yue,quanqiushougetil(zhongliujinrunlinbaxibao)liaofazaimeihuopi,yaomingkangdezigongsiyaomingshengjiyehuopizaiqifeichengjidifenxiceshiheshengchangaichanpin。2023nianzhongbaoxianshi,yaomingkangdezaimeiguoyou1899mingyuangong。

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2yue8ri,jumeiguoxingyemeitibiocenturydebaodao,meiguobiotechnology innovation organization xingyexiehui(bio)zhenduiqianshufaanxiangmeiguozhengfutichujinggao,jinqizaizhongyiyuanhecanyiyuantichudefanhuashengwujishufaanruguobujiaxiugaiditongguo,jiangduimeiguoshengwujishuchanyeheyilaiqikaifayaowudehuanzhezaochengyanzhongshanghai,duimuqianyipizhunheshangshideyaowukaifagongyinglianyijizhengzaiyanfazhongdeyaowuzaochengnanyiguliangdesunhai。

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顾泱则分析,从草案的影响范围而言,对于明确列举及未来可能被列入黑名单的CxO,其与美国政府机构的合作项目可能因此面临终止。此外尽管草案未对国内公司与美国私人药企的合作进行任何限制,但来自美国的供应链上下游企业,仍可能为此重新评估合作的潜在风险,并可能开展额外的尽职调查工作。因而,与美国民间企业的合作亦可能受到一定影响。不过考虑到草案在审议过程中也可能经历进一步的修订,是否可能对CxO产生更多的影响仍有待持续关注。

未经正式授权严禁转载本文,侵权必究。

药明康德

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  • 美国生物安全法案快速立法失败,但中国生物医药公司还不能算赢
  • 港股午评:恒生科技指数跌0.63%,教育、内房股下挫,医药、航空股逆势活跃

药明生物

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  • 美国生物安全法案快速立法失败,但中国生物医药公司还不能算赢
  • 港股午评:恒生科技指数跌0.63%,教育、内房股下挫,医药、航空股逆势活跃

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美听证会通过生物安全法案,将对药明系海外业务产生什么影响?

anzhaoxiangguanliucheng,gaifaanzhengshichengweifalvqian,haixuyaojingguocanyiyuan、zhongyiyuanquantihuiyi,bingdijiaomeiguozongtong。huaneryanzhi,yuzhengshilifajulishangyuan。

图片来源:界面图库

界面新闻记者 | 陈杨

界面新闻编辑 | 谢欣

meidongshijian3yue6rishangwu9dian30fen,meiguocanyiyuanguotuanquanyuzhengfushiwuweiyuanhuijuxingtingzhenghui,shenyishuxiangyicheng。qizhongbaokuoriqianshoudaoguanzhu、dacuoyaomingxigujiade《shengwuanquanfaan》(bianhao:s.3558)。dangcitingzhenghui,gaifaanyi11piaotongyi、1piaofanduidejieguotongguo。

3yue7ri,yaomingxigujiakaipandadie。jiezhishangwushoupan,yaomingkangdeagudieting,hgudiechao15%,yaomingshengwuhgudiechao20%。

图源:雪球截图。截至3月7日上午收盘

qianshulifacaoanzaijinnian1yue26ritichu。qiyaoqiu,congguojiashengwuanquandejiaodukaolv,jianyijinzhiyubaokuohuadajiyin、yaomingkangde、yaomingshengwudengshengwujishugongyingshangqiandinghetong,yiquebaowaiguoshengwujishugongsiwufahuodemeiguonashuirendezijin。tianzhechengyao“lifajinzhiyuzhongguoyoulianxidegongsiqiandinglianbanghetongherongzijizhi,zheiyouzhuyuquebaomeiguonashuirendeqianbunengbeiyonglaibutieweixiewomenguojiaanquandeshengwujishugongsi”。

buguo,xuyaozhuyideshi,anzhaoxiangguanliucheng,gaifaanzhengshichengweifalvqian,haixuyaojingguocanyiyuan、zhongyiyuanquantihuiyi,bingdijiaomeiguozongtong。huaneryanzhi,yuzhengshilifajulishangyuan。

汉坤律师事务所顾泱律师介绍,在美国,一项立法从草案(Bill)到法律(Law)需要经历较长的研究、审议和表决过程。通常而言,草案需要先经议院下属委员会研究并经听证会表决获得通过,此后委员会将向所在议院进行报告,在该院开展全体辩论(Floor Action)并进行全体议员表决;参议院和众议院均完成上述流程之后,仍需就两院通过的版本协调一致,并最终将该草案提交给总统签署。当前生物安全草案(BIOSECURE Act)通过了参议院国土安全和政府事务委员会的听证决议,尚属于早期阶段,未来仍需经过漫长且大量的审议、辩论和修改工作,方有可能形成正式的法律(Law)。

3月7日午间,药明康德再次发布对前述事件的澄清公告,biaoshijiangjixuyucanyucaoan、meiguozhongyiyuanxiangyingfaanlifaguochengdexiangguanfangjiaoliuduihua,caoanneirongrengyoudaijinyibushenyibingkenengbiangeng。yaomingshengwutongyangbiaoshi,jiangjixumiqieguanzhuxiudingfaancaoanlifachengxudejinzhan。

对于该草案立法前景,顾泱认为,本次参议院下属国土安全和政府事务委员会表决通过仅是所有流程中的一部分,未来草案可能进入参议院进行全体讨论,并需要完成众议院的对应环节。组成该委员会的15位成员可能并不能直接代表所属参议院(100个席位)的普遍态度,更不必说尚待审议和听证的众议院(434席左右)及其委员会的普遍态度。

除了漫长的立法流程,今年作为美国的大选之年,诸多场外因素也可能对草案的审议和表决工作带来影响。总而言之,美国立法流程是一个漫长且充满不确定性的过程,参议院委员会的高票通过并不能代表草案未来畅通无阻,其是否可能面临更多阻力仍有待后续观察。

shijishang,jinnianlai,guoneicxo(yiyaowaibao)gongsizaishengwuyiyaolingyudeguojifengongyuhezuozhongrijianhuoyue。2022nianhe2023nianshangbannian,yaomingkangdejingwaishouruzhanbijunchaoguo80%,qizhongmeiguodiquzhanbiwendingzai65%。tongqi,yaomingshengwudebeimeishichangshouruzhanbifenbiewei55.6%、46.3%。

dangxia,quanqiushengwuyiyaotourongzikaishiyouhuinuanzhishi。yaomingshengwuceochenzhishengzaijinnian1yuexiangjiemianxinwenbiaoshi,“queshikandaoshengwujishugongsi、shengwujishutourongziyijingkaishifusu,kehuqingxumingxiandicongzhongxingzhuanbianweileguan。”zheiduicxogongsieryanyiweizhexinyilunjiyu。yaomingshengwuyebajinniandexinzengxiangmushuyuqicong2023niantichude80geshangdiaozhi110ge。

shijishang,guoneicxogongsinengzaibaokuomeiguozaineidequanqiushichangzhanwenjiaogen,beihoujiyouguoneicxogongsishilijianqiang、qiewoyou“gongchengshihongli”deyinsu,yeyuyaomingxideshangyemoshiyouguan。

yifangmian,cxoshilaodongmijixingxingye,yuhaiwaixiangbi,guoneigongsiyourenlichengbenshangdeyoushi。lingyifangmian,yaomingxishishide“zhangweizhanlve”he“gensuifenzi”zhanlveyeyouzhuyugongsihuodequanqiukehu。qianzheyingheleshengwukejilangchaoxiazhongxiaochuangyegongsidexuqiu;houzhezejiangqianduanxiangmuxianghouduandaoliu,yizengjiakehushulianghenianxing。zuoweiquanqiuzuichengshudeshengwuyiyaoshichang,meiguoxianranyezaiqizhonghuoyi。

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yaomingshengwutongyangzaijinnian1yuexuanbu,jiangkuodameiguomasazhusaizhouwusitejidichannengzhi3.6wansheng。gaijidiyujijiangzai2025nianzhengshiyunying,2026niantourugmp(lianghaoshengchanguifan)shengchan。muqian,yaomingshengwumeiguogongyou400mingyuangong,wusitejidiquanmianyunyinghoujiangxinzeng200gegongzuogangwei。ciwai,qizaimeiguobinxifaniyazhou、xinzexizhoudeshengchanjidi,boshidunyanjiufuwuzhongxinyixianhouzai2020nianzhi2023nianneitouruyunying。

huaneryanzhi,yaomingxizaimeiguoshichangdetourubuxiao。houzhejiyaomingxigongsidailaidaliangyewuheyingshoudetongshi,yebeiyaomingxigongsifuwu。yizuihuaijieguolaikan,ruoyaomingkangde、yaomingshengwuyumeiguo“tuogou”,zuizhongzhinengshiliangbaijushang。

2yue8ri,jumeiguoxingyemeitibiocenturydebaodao,meiguobiotechnology innovation organization xingyexiehui(bio)zhenduiqianshufaanxiangmeiguozhengfutichujinggao,jinqizaizhongyiyuanhecanyiyuantichudefanhuashengwujishufaanruguobujiaxiugaiditongguo,jiangduimeiguoshengwujishuchanyeheyilaiqikaifayaowudehuanzhezaochengyanzhongshanghai,duimuqianyipizhunheshangshideyaowukaifagongyinglianyijizhengzaiyanfazhongdeyaowuzaochengnanyiguliangdesunhai。

tianfengzhengquanyanbaozezhichu,kanhaoyaomingkangdedechanyehejingzhenggejuyoushi,meiguofaanyujishizhiyingxiangyouxian。

顾泱则分析,从草案的影响范围而言,对于明确列举及未来可能被列入黑名单的CxO,其与美国政府机构的合作项目可能因此面临终止。此外尽管草案未对国内公司与美国私人药企的合作进行任何限制,但来自美国的供应链上下游企业,仍可能为此重新评估合作的潜在风险,并可能开展额外的尽职调查工作。因而,与美国民间企业的合作亦可能受到一定影响。不过考虑到草案在审议过程中也可能经历进一步的修订,是否可能对CxO产生更多的影响仍有待持续关注。

未经正式授权严禁转载本文,侵权必究。