During an investor conference yesterday, Bora Pharmaceuticals Chairman Bobby Sheng announced that while the global M&A market experienced a temporary lull last year due to policy uncertainties, deal-making has officially "restarted" in 2026. Bora and its subsidiary, Taifex, are actively evaluating several large-scale integration opportunities.

• Strategic Growth Pillars: Bora is focusing on three directions for 2026: expanding CDMO scale, accelerating the growth of its rare disease portfolio, and launching high-value generics.
• Capital Readiness: Sheng revealed that he is scheduled to meet with several multinational pharmaceutical corporations (MNCs) next week to discuss potential facility acquisitions. He noted that private equity firms, which acquired numerous large-molecule plants between 2022 and 2023, are now looking to exit, providing Bora with prime consolidation targets.
• Generic Pipeline: Bora plans to launch 10 generic drugs this year, with a combined addressable market exceeding US$1 billion. This includes a highly anticipated multiple sclerosis drug (generic Gilenya/fingolimod) following the invalidation of Merck's original patent in February. Bora aims to be among the first wave of generic entrants by year-end.

Resource: 保瑞董座:去年合併市場稍停，今年又動起來