贝克曼和Quidel法庭开撕，雅培笑而不语

公众号：Medobserver

11月27号，美国即时诊断厂家Quidel发布公告，将贝克曼库尔特告上法庭。到底是什么事情让两家公司对簿公堂？

起因是为了更好的服务于客户，贝克曼库尔特想绕开Quidel，直接将BNP试剂卖给客户，这与之前的合作协议有冲突。之前的协议是，贝克曼从Quidel购买BNP抗体，贝克曼生产试剂后，再卖给Quidel，由Quidel卖给贝克曼的BNP试剂用户。

很奇怪的合作模式对不对？

说来话长，14年前，贝克曼就从Biosite购买BNP抗体原料，后来Biosite被美艾利尔收购，又从美艾利尔买。2017年美艾利尔被雅培收购，把Triage的心肌标志物、毒理学和BNP业务分拆卖给了Quidel，贝克曼就只能从Quidel购买BNP原料了。

那么执行了14年的协议，贝克曼怎么就按捺不住要搞事情呢。说起来贝克曼也是一肚子火，贝克曼对Triage的BNP业务心仪已久，早在14年前就从Biosite购买BNP原料，2007年本有意收购Biosite，无奈被美艾利尔截胡。

2017年美艾利尔被雅培收购，需要分拆Triage免疫分析业务和Epoc血气分析业务，贝克曼也是志在必得，结果最终这两大业务分别花落Quidel和西门子，贝克曼专业陪跑10年，再次鸡飞蛋打一场空。这段恩怨可以参见医业观察之前的文章《一桩并购引发的往日豪门恩怨：美艾利尔、贝克曼、雅培、Quidel》。

你说Traige被美艾利尔和雅培抢走，贝克曼也算认栽了。Quidel是哪根葱，2016年销售额才1.91亿美元，不及贝克曼的一个零头，被Quidel收购的Triage的心肌标志物、毒理学和BNP业务2016年的销售额都有1.97亿美元。居然要让Quidel渗透到贝克曼所有BNP的用户渠道，卧榻之侧，岂容他人鼾睡？

何况几周前贝克曼的母公司丹纳赫集团向Quidel提出要收购BNP业务，被Quidel严词拒绝，声称这个出价很不够，BNP业务还是整合进Quidel公司更能为股东创造更大的价值。

Quidel进可攻，退可守，摆明了要宰丹纳赫一刀，也难怪贝克曼咽不下这口气要修改协议。

这场戏里似乎没有雅培多少事情，其实真正的大佬都在幕后。就像笔者之前在《分拆美艾利尔，为什么接盘侠是Quidel和西门子》中预测的一样，雅培对Triage免疫分析业务和Epoc血气业务的处置是大有讲究的:

卖给西门子，不过是锦上添花；

卖给热电，相当于雪中送炭；

卖给贝克曼，那是养虎为患。

推测雅培当然不愿意i STAT多一个强有力的竞争对手。不卖给贝克曼，不是钱的问题，是原则问题。

而卖给Quidel，不但对雅培无关痛痒，而且能让贝克曼如鲠在喉，一箭双雕。

如今看来，一切的剧本都如雅培所料。

我仿佛看到贝克曼和Quidel在法庭交锋的时候，一旁的雅培大师羽扇纶巾，笑而不语。

以下是Quidel官网的原文，供业内英语学霸参考。

Quidel Confident in Legal Strength and Validity of Supply Agreement with Beckman Coulter to Sell BNP Assay Assets

SAN DIEGO--(BUSINESS WIRE)--Nov. 27, 2017-- Quidel Corporation (NASDAQ: QDEL) (“Quidel”), a provider of rapid diagnostic testing solutions, cellular-based virology assays and molecular diagnostic systems, acknowledged Beckman Coulter (“Beckman”) plans to pursue commercial litigation to allow it to sell BNP directly to customers, contrary to its agreement with Quidel for the development, manufacture, and supply of a B-type Naturietic Peptide (BNP) assay for the diagnosis of cardiac disease (heart failure) (the “Supply Agreement”).

Quidel views Beckman’s claims as meritless, and in opposition to Beckman’s long-standing strategy of honoring the Supply Agreement with its previous partners – Alere and Biosite – over the last 14 years, and merely a tool in an effort to purchase the BNP assay business from Quidel. Quidel plans to vigorously defend the validity of the Supply Agreement and is confident in its legal position.

In recent weeks, the Board of Directors of Quidel unanimously rejected offers by Beckman’s parent company, Danaher Corporation (“Danaher”), to acquire the BNP assay business. The Board found that Danaher’s proposal was inadequate for the BNP assay business, and believes the execution of Quidel’s long-term strategy, including the integration of its recently acquired assets, will create substantial long-term value for Quidel’s shareholders.

On October 6, 2017, Quidel acquired certain assets and rights from Alere, which were divested as part of Abbott Laboratories’ acquisition of Alere. Under the Supply Agreement, which Alere acquired from Biosite and Quidel acquired from Alere, Quidel provides to Beckman certain proprietary antibodies (developed under a license with Scios), Beckman manufactures assays (compatible with Beckman analyzers), Beckman sells the assays to Quidel, which in turn sells the assays to customers for use on Beckman analyzers. Pursuant to the terms of the Supply Agreement, the Supply Agreement, including its non-compete provision, remains in effect so long as the Scios license remains in effect.

作者：医疗木心

微信：Medwoodheart