Pfizer acquiring Celgene

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anonymous said:
The window of opportunity has opened wide. Pfizer has been waiting for a moment like this. Celgene was valued at $109Billion just last week. Now, with a valuation of under $95Billion, it is a good deal.$14B swing because of Crohns debacle. The ball is in motion!
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Just because you dropped off in valuation does not make you that much more inviting for Pfizer. #1, Pfizer learned their lesson about mega mergers and mega buyouts in the early 2000s when they got screwed buying Parke Davis. They lost their butts on that deal and if not for Viagra they would have tanked. Now, Pfizer is focusing its model on buying small molecule companies much like Celgene is doing. But a merger with someone like Gilead is much more likely than a takeover from Pfizer. Gilead has a lymphoma pipeline and Celgene does too. It would make a beautiful marriage. Gilead is also looking to grow their hematology franchise into a power house like their anti-viral business. The days of mega buyouts are gone. The small molecule model works best these days. Drop $10 B on a small molecule company and pick up 2-3 potential new drugs. Pfizer would not give $100B for Celgene with their current pipeline. Revlimid loses patent exclusivity in less than 3 years and it accounts for 60% of company revenue. Now Pfizer might be a buyer of Celgene in 3 years when the stock craters and the company value follows to $40B.
 






anonymous said:
Just because you dropped off in valuation does not make you that much more inviting for Pfizer. #1, Pfizer learned their lesson about mega mergers and mega buyouts in the early 2000s when they got screwed buying Parke Davis. They lost their butts on that deal and if not for Viagra they would have tanked. Now, Pfizer is focusing its model on buying small molecule companies much like Celgene is doing. But a merger with someone like Gilead is much more likely than a takeover from Pfizer. Gilead has a lymphoma pipeline and Celgene does too. It would make a beautiful marriage. Gilead is also looking to grow their hematology franchise into a power house like their anti-viral business. The days of mega buyouts are gone. The small molecule model works best these days. Drop $10 B on a small molecule company and pick up 2-3 potential new drugs. Pfizer would not give $100B for Celgene with their current pipeline. Revlimid loses patent exclusivity in less than 3 years and it accounts for 60% of company revenue. Now Pfizer might be a buyer of Celgene in 3 years when the stock craters and the company value follows to $40B.
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Celgene is a great buy for Pfizer(which is trying to beef up its Hematology and Oncology presence). As for Revlimid, the patent is good until 2026.
 






I don't see Pfizer spending $100bn in a troubled company that has just experienced a major disaster. I see more likely Pfizer to buy Bristol-Myers Squibb which has much more potential than Celgene.
 












anonymous said:
Celgene is a great buy for Pfizer(which is trying to beef up its Hematology and Oncology presence). As for Revlimid, the patent is good until 2026.
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Wrong....limited generic competition will be allowed starting in 2020. Therefore, exclusivity is gone in 2020. It opens the door. Just ask MA about the similar deals he agreed to at Sanofi and where they got Sanofi's oncology pipeline.
 






anonymous said:
Wrong....limited generic competition will be allowed starting in 2020. Therefore, exclusivity is gone in 2020. It opens the door. Just ask MA about the similar deals he agreed to at Sanofi and where they got Sanofi's oncology pipeline.
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Actually it is March 2022 when limited generic distribution to be allowed.
 




































So true, it all starts with MA. Don't forget our colleagues in medical. Some of the worse. Old men going after young women no body stopping them. Just go to the national sales meeting.
 
























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