Amgen to hold Praluent Ransom to keep drug on market

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Ultimately, SNY works too close with REGN and realizes the mess associated with product delivery (i.e., Praluent, LOL). There are also a lot of redundancies since REGN mirrored SNY for the past 3 years. Also, Genzyme's revenues topped other business units' at SNY last few quarters. Keep in mind SNY refused first partnership rights to many of REGN's subsequent products post Dupi. Hence TEVA / Mitsubishi.... with Fusi.....

SNY, another likely bidding candidate? Maybe, ultimate purchase of REGN? SNY sees better options.

Information provided in this thread is all public news.
 






anonymous said:
A huge factor missing in all of this speculation is that Sanofi owns around 24 percent of Regeneron with limit
Of up to 30 percent. Sanofi would have enough votes on the board to block any acquisition.
Eventually Sanofi will be the company acquiring Regeneron.
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Sanofi is still at the mercy of Amgen to unlock the value of Praluent. Both companies have spent a fortune already. It would be a shame if the product was truly blocked for another 12 years.
 












anonymous said:
A huge factor missing in all of this speculation is that Sanofi owns around 24 percent of Regeneron with limit
Of up to 30 percent. Sanofi would have enough votes on the board to block any acquisition.
Eventually Sanofi will be the company acquiring Regeneron.[/QUOTE. If Sanofi is involved in the upcoming launches and if history repeats itself they will screw up the launches then the value of the company comes down even more. Your attached to a loser company.
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In my opinion, the Sanofi acquisition of Regeneron is an almost centainty.
Hopefully for Regeneron shareholders, their will be a nice premium on the stock price.
All of this talk of an Amgen takeover is utter nonsense.
 












anonymous said:
I hate to tell you this, but Amgen will show no "mercy" to Sanofi/Regeneron
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Sure. Frankly REGN can use a good a** kicking as the new kid on the block. Maybe we will patent correctly next time.

Sanofi got their a**es handed to them so often, they likely expects one or will feel left out.

Amgen seems poised and warmed up to beat somebody down....sounds like a win/win/win.
 






anonymous said:
In my opinion, the Sanofi acquisition of Regeneron is an almost centainty.
Hopefully for Regeneron shareholders, their will be a nice premium on the stock price.
All of this talk of an Amgen takeover is utter nonsense.
Click to expand...

Depending on timing and market value of REGN, the most likely candidate profile to acquire REGN is large pharma in need of biologics capabilities. One example is GSK. Second best candidate may be a large biologics firm looking to expand/dominate certain key existing franchises (Oncology, dermatology, auto-immune, etc.), such as Amgen or Gilead, among others.

REGN is a deminishing returns investment for SNY. They chose the best fitting molecules for their portfolio 3 years ago. All the problems aside, REGN doubled in size and no longer prioritize speed, too bulky. Many other nimbler companies will provide more value for SNY. Now that Genzyme turned around, the likelihood of SNY buying REGN is less.
 






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