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Serum Institute of India
印度血清研究所
, the world's largest vaccine maker by volume, is looking to introduce chikungunya, monkeypox vaccines in about a year and a half and dengue jab in about three years, said chief executive
该公司首席执行官表示,该公司是世界上产量最大的疫苗制造商,计划在大约一年半的时间内推出基孔肯雅热疫苗、猴痘疫苗,并在大约三年内推出登革热疫苗
Adar Poonawalla
阿达尔 Poonawalla
. In an exclusive interview to ET's Arijit Barman, he spoke about the company's plans, vaccine equity, US withdrawal from WHO, mergers and acquisitions and investment in Karan Johar's Dharma Productions, among other key areas. Edited excerpts:
在接受ET的Arijit Barman独家采访时,他谈到了该公司的计划、疫苗股权、美国退出世卫组织、并购以及对Karan Johar的Dharma Productions的投资等关键领域。编辑摘录:
Budget with ET
ET预算
Rising Bharat may need to take center stage for India’s game-changing plans
崛起的巴拉特可能需要成为印度改变游戏规则计划的中心舞台
Will Indian Railways accelerate to global standards with govt’s budgetary allocation?
印度铁路将通过政府预算拨款加速达到全球标准吗?
Budget 2025 to catapult India's domestic manufacturing to a global scale
2025年预算将印度国内制造业推向全球规模
What are the next big vaccines planned, any timelines?
下一个大疫苗计划是什么,有时间表吗?
Ever since Covid, we've invested $2 billion in capex, research and clinical trials to get new vaccines. We've built facilities and are on the verge of licensing several vaccines. For example, HPV and malaria vaccines are already licensed. We're looking at chikungunya and monkeypox vaccines in about a year and a half and .
自新型冠状病毒以来,我们已经在资本支出、研究和临床试验方面投资了20亿美元,以获得新的疫苗。我们已经建立了设施,即将发放几种疫苗的许可证。例如,HPV和疟疾疫苗已经获得许可。我们正在研究大约一年半后的基孔肯雅病和猴痘疫苗。
dengue vaccine
登革热疫苗
in about two and a half to three years. The yellow fever vaccine is another one.
大约两年半到三年后。黄热病疫苗是另一种。
What about the company's plan to make biosimilars of Keytruda, the world's biggest selling drug?
该公司生产全球销量最大的药物Keytruda生物仿制药的计划如何?
Right now we're just focusing on vaccines.
现在我们只关注疫苗。
So that has been shelved for the moment?
那么这暂时被搁置了?
Yeah, let's see.
是的,让我想想。
Does the $2 billion capex investment mean the capex cycle is over?
20亿美元的资本支出投资是否意味着资本支出周期已经结束?
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The capex cycle, I wouldn't say is over, but 80% of that is done. Maybe after few years, we may have to put in big investment to build more facilities for new technologies and messenger RNA. We're looking at giving vaccines through other devices, including patches, instead of needles.
资本支出周期,我不会说已经结束,但80%已经完成。也许几年后,我们可能不得不投入巨资,为新技术和信使RNA建造更多设施。我们正在考虑通过其他设备(包括贴片)而不是针头接种疫苗。
Are you looking at WHO pre-qualification for the
你在看世界卫生组织的资格预审吗
HPV vaccine
人乳头状瘤病毒疫苗
?
?
We should be pre-qualified in 2026 by WHO.... This year and part of next year will be focused on trying to start supplying to the Indian government. We've already launched this vaccine for cervical cancer. By year-end, hopefully, we should have the national immunisation programme taking the vaccine and rolling it out..
我们应该在2026年通过世卫组织的资格预审。。。。今年和明年的部分时间将集中于尝试开始向印度政府供应。我们已经推出了这种宫颈癌疫苗。希望到年底,我们应该有国家免疫接种计划接种疫苗并推广。。
Will the new vaccines focus on India?
新疫苗将集中在印度吗?
Every vaccine strategy we consider has to have a global demand. All of these vaccines start off in India, and after protecting the national population and serving our nation's needs, we then move on to exporting.
我们考虑的每一种疫苗策略都必须有全球需求。所有这些疫苗都是从印度开始的,在保护了全国人口并满足了我们国家的需求之后,我们开始出口。
What will be the impact of US President
美国总统将产生什么影响
Donald Trump
唐纳德·特朗普
's decision to withdraw the US from WHO?
美国退出世界卫生组织的决定?
It could slow down a few things going on in the world. My concern is, and I hope it doesn't happen, that vaccine pre-qualifications and getting vaccines approved globally could be delayed.
它可能会减缓世界上发生的一些事情。我担心的是,我希望这不会发生,疫苗资格预审和获得全球批准的疫苗可能会被推迟。
What is your M&A strategy?
你的并购策略是什么?
We prefer partnering to share the risk and working with partners to co-develop or develop these vaccines and then make the process very efficient in terms of manufacturing. In terms of investments and M&As, we do that outside of Serum. Every five or six years, I like to churn that portfolio. In Serum, we don't do a lot of M&As because we don't raise capital.
我们更喜欢通过合作来分担风险,并与合作伙伴合作共同开发或开发这些疫苗,然后使生产过程在制造方面非常有效。在投资和并购方面,我们在Serum之外进行。每隔五年或六年,我喜欢搅动那个投资组合。在血清中,我们不进行大量并购,因为我们不筹集资金。
We don't want to merge with other entities and complicate things. It's very important for us to keep our independence. .
我们不想与其他实体合并,使事情复杂化。保持我们的独立性对我们来说非常重要。
What's next after the strategic alliance with Karan Johar?
与卡兰·乔哈尔(KaranJohar)建立战略联盟后,下一步会是什么?
The investment with Dharma was more for passion and having the power of storytelling can be very influential. We also have plans to build vertically our own music label, our own distribution in Dharma.
对达摩的投资更多的是为了激情,拥有讲故事的力量可能会产生很大的影响。我们还计划垂直建立我们自己的音乐标签,我们自己在达摩的发行。
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