Simon turned the information in his hand, rubbed his face on Janet's head, and said: "the pattern of the medical industry is not as stable as that of the energy and telecommunications industries, because human society will not only have all kinds of new diseases, but also the overall development and transformation speed of this industry is much faster than that of the energy and telecommunications industries, and there is no medical industry It's our opportunity for a giant to thrive with one or two drugs or technologies. "
Well, Janet nodded her head. She was just rubbed by Simon very comfortably, and then came over. She was not very interested in this problem. She was tired to help Simon watch cersei capital, so she didn't want to pay more attention to it. She just followed the man's tone and asked, "what are you going to do?"
Simon felt Janet coming up, put her arms around the woman's waist and said, "I've had a lot of ideas recently. However, I find that these means are in conflict with my conscience, which is a test of moral bottom line. "
Janet didn't care. Instead, she looked curious: "say one."
Simon said: "for example, a large number of orphan drug manufacturers or product patents with small market demand will be purchased to monopolize the market, and then the price will be directly increased by 10000 times."
Janet blinked. She didn't quite understand Simon's term for orphan medicine. However, according to the description of "very small market demand", we can roughly understand what it is. With a woman's brain, it's also very quick to sort out the joints.
If it can be done, the benefits will be a little crazy.
With that in mind, Janet could feel that Simon's voice was not expecting anything, but ironic. Touching her man's face, Janet said, "I don't think governments will allow this to happen, will they?"
Simon turned his head and gave a soft kiss on the palm of the woman's hand. He said, "maybe not before, maybe not in the future?"
"Well?"
"this is simultaneous interpreting the trend of the development of the federal medical industry," Simon said, looking down at Janet, wondering whether she was actually interested or smiling, or saying, "according to the information I have seen recently, the federal medical industry has begun to integrate with the media industry. At present, dozens of large and small pharmaceutical enterprises in the United States may be left with simultaneous interpreting as few media giants. At that time, these powerful pharmaceutical giants, with their lobbying ability to the government authorities and their own resource monopoly ability, can easily promote the scheme I just mentioned. "
The integration of pharmaceutical giants is a major trend found by Simon in his recent study of the U.S. medical industry.
Combined with the information in the mind, the whole context will be clearer.
As I remember, the United States is also the world's largest pharmaceutical oligarch, Rui Hui. Although it is also an industry giant at this stage, its strength in the American medical industry is not outstanding. It was only after several large-scale mergers and acquisitions in the 1990s that Ruihui formed its own market position.
There's another interesting thing.
The turning point of Rui Hui's position in the industry was probably in 1997 in my memory. In this year, Rui Hui launched the world-famous Viagra, which can sell hundreds of blue pills every minute. It seems that Rui Hui has also been given a shot of stimulant.
The appearance of Simon's big butterfly changed a lot of things, but some things didn't change either.
For example, the launch progress of the blue pill.
And the wave of new technology.
The wave of new technology in the 1990s in the United States covered not only the Internet, but also the fields of gene science and biopharmaceuticals, which also led to the soaring market value of the pharmaceutical industry with various new technology concepts in the late 1990s.
Now, because Simon has promoted the outbreak of the Internet industry in advance, the current wave of new technology is almost equal to the Internet wave.
In the past year, the investment in gene science and biopharmaceutical industry started to turn to seek more investment or speculative gimmicks because of the excess capital of Internet industry. It is expected that these fields will quickly become part of the new technology wave in the next few years, and promote the market value of pharmaceutical giants.
Simon chose this time node to enter the U.S. medical industry. In fact, it is at the beginning of the market value take-off and large-scale integration of the medical industry. At this time, it is equivalent to a bottom hunting.
Take Ruihui for example.
At present, the market value of Ruihui is only about 27 billion US dollars recently. Simon remembers that once the top of the Internet bubble, Rui Hui's market value also broke through 200 billion US dollars. Perhaps this is also the reason why Rui Hui has made great efforts to annex other enterprises, but at this stage, it is only buying Rui Hui's stock. In the next few years, even if the new technology bubble breaks down, as long as the integration trend of the medical industry has not changed, it will be very profitable.
Under the eaves of Tasmanian manor villa.
Janet, leaning in Simon's arms, listened to the man and said, "honey, if you think, um It's boring, so we won't participate in it. ""Of course not," Simon quickly refused. He leaned over and gave Janet a kiss on the lip. He said, "you know, I'm not used to being squeezed in the food chain. Since the rules and trends are like this, I'll go up and take the best position for myself."
Janet's a good Samaritan: "Yeah."
It's a little flower maniac.
Simon smiles and pinches the woman's smooth face: "well, don't say these boring things, what would you like to eat at night?"
"It's such a nice day today. We can have a barbecue outside later," Janet said
Simon simply got up and picked up the woman's body: "let's prepare together. It's better to arrange this kind of thing by hand."
After spending the weekend in Tasmania, the family returned to Melbourne for a few days and finally returned to North America on January 15.
After a period of weighing and thinking, Simon returned to North America and soon began to work on the layout of the Westeros system in the U.S. medical industry.
The first is the simplest stock buying operation.
Simon had a discussion with James Leibold, the father of Jennifer, who is in charge of westero company, and decided to use the nearly $2 billion obtained by cashing out danielis entertainment shares to buy shares of several major American pharmaceutical giants, such as Ruihui.
Not only that, cersei capital's black rock asset management company will also quietly enter.
This time, it's still the popular 4.9% plan.
Just buy 4.9% of the shares of Ruihui and other enterprises, just do not need to report, and if necessary in the future, you can cash out at any time.
On the other hand, Apollo management company will set up a M & a consulting team for pharmaceutical enterprises, and launch special targeted fund financing, so as to have a share in the integration wave of medical industry in the next few years.
At the same time, the political lobbying team of the Westeros family began to pay close attention to the various policy trends of the Washington authorities related to the medical industry.
Multiple strategies go hand in hand.
Simon's plan is that in the next five years, the westero system will successfully penetrate into all aspects of the U.S. medical industry system, and have a considerable voice.
In Australia, after reading a large number of inside information about the industry that ordinary people can never see, Simon realized that the wisest choice for the medical industry is to stand behind the scenes with the westero system. After all, in the eyes of ordinary people, there are countless operations that should go to hell in this field.
It's like an orphan drug monopoly.
The plan Simon and Janet talked about when they were in Australia was actually what the major pharmaceutical giants in the United States were doing later in their memory, even forming a trend.
As a result, the price of many rare disease drugs with small market demand has soared from a few dollars a box to several thousand dollars or even tens of thousands of dollars a box in just a few years.
If it is before the 1990s, this kind of thing is unlikely to happen.
At that time, there were still a large number of large pharmaceutical enterprises in the United States, and the competition was very fierce. Moreover, after the orphan drug act was introduced in the United States in 1983, at the beginning, the traditional pharmaceutical giants did not pay attention to this field. Basically, many small businesses were trying to overtake.
After the start-up small enterprises develop the corresponding drugs, because of the constraints of bargaining power, government regulation and even their own morality, the prices are very cheap when they first put them on the market.
After the 1990s, the integration of the U.S. medical industry was completed, and Rui Hui and other pharmaceutical oligarchs rose. At the same time, they finally noticed that orphan drug companies and patents scattered around the market like pearls began to purchase on a large scale. Then, according to their own industry influence, they quickly increased their prices by hundreds, thousands or even tens of thousands of times.
Different from those small enterprises, the oligarchs in the pharmaceutical industry not only have strong bargaining power and monopoly power, but also have a strong voice at all levels of government. They are completely fearless when they raise prices. They even ask the authorities to enact laws to relax the price control in this field on the grounds that excessive government intervention will affect the enthusiasm of pharmaceutical enterprises in the research and development of rare diseases System.
As a result, the field of orphan drugs, which once flourished, not only quickly changed from cheap drugs to sky high price drugs, but also greatly raised the market threshold under the monopoly of pharmaceutical oligarchs, and even deliberately pushed the U.S. government to raise the audit threshold of orphan drugs. As a result, when the orphan drugs act was just launched in the 1980s, the state of "a hundred flowers blossom" soon ceased, and it just became the pharmaceutical giants Private land after the first profit share.
Later, many patients who could not afford the expensive orphan drugs launched large-scale lawsuits against the medical giants, and the results basically ended in failure.
So that, in the process of arranging the westero system to enter the medical industry, the sentence in Marx's "capital" always appeared in Simon's mind.
Capital comes to the world with evil.
However, Simon didn't stay away from this field because it was "boring" according to Janet.
The law of the jungle is a world where the fat is easily available, but we don't hunt for it. As a result, we will become weaker and weaker.In addition to the general layout, Simon also made some small-scale arrangements according to the materials he had seen and the information he had memorized during his stay in Australia.
Like a company in San Francisco called Gilead.
Gilead, founded in 1987, had achieved nothing until the beginning of 1996, basically nothing.
According to the current situation and the information in his memory, Simon roughly pieced together the development track of this company, which is known as "apple" in the pharmaceutical industry.
The key to Gilead's success is actually one person.
Donald Rumsfeld.
The politician, who served as US Secretary of defense for two consecutive times in 1975 and 2001, is now a member of Gilead's board of directors.
Rumsfeld will be chairman of Gilead in 1997.
Then, in 2001, Rumsfeld left his post and began to serve as the Defense Secretary of the Bush administration. Gilead also began to take off and became the "Apple company" in the pharmaceutical industry by relying on a series of drugs for the treatment of hepatitis C.
Through these veins, ordinary people can only see four words: benefit transmission.
It's just how to file a lawsuit. Most people obviously don't know.
Simon knows.
Gilead's most important step is not to acquire a pharmaceutical company that has developed a treatment for hepatitis C, but to successfully break through the U.S. health care system at a high price!
If anyone knows about Gilead's hepatitis C drugs, it will be found that the cost of a course of treatment of related drugs is nearly $80000, and some of them will be sold for $1000 per tablet. The average American can't afford such a high price.
Under normal circumstances, if Gilead maintains such a high price, it will only become a niche drug, and the treatment will be limited to the rich.
In this way, it is impossible to get too much revenue.
However, it's very unexpected that Gilead has miraculously entered the US health care system while maintaining the high price of its hepatitis C drugs.
Now, the huge price of $80000 for a course of treatment is basically paid by the U.S. government and insurance companies. As long as ordinary Americans have health insurance and get hepatitis C, they don't need to spend much money. The U.S. government and insurance companies pay for it.
On the surface, Americans think they will not suffer. However, where does the money from the US government and insurance companies come from?
It's not going to fall from the sky.
This seems to be very beneficial to patients, in fact, is the root cause of the abnormally high cost of medical care in the United States.
As for the interests involved, it is clear at a glance.
Now that the layout has been determined, Simon will certainly not let the company go, and plans to push a former defense secretary who is only a member of the board of directors to the position of chairman in advance.
Besides Gilead, Simon has not forgotten China.
There are mainly two aspects of the layout: Traditional Chinese medicine and health care products.
Simon plans to set up some start-ups in China to study the feasibility of mass production of traditional Chinese medicine. The accumulation of Chinese traditional medicine for thousands of years is actually a potential gold mine.
In addition, the most important thing is actually investment in the field of health care products.
It happens that there is a very good opportunity here.
A guy who built a building in Zhuhai will soon go bankrupt because of the rupture of the capital chain, which is a very suitable supporting object.