What company is Novartis gonna buy next?
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My mgr is the biggest d-bag ever. All he does is psycho analyze receipts on expense reports and then rejects them. Talk about a useless dip sh!t.
good joke, nevertheless the situation is serious. The innovative late-stage pipeline is not so promising. Many me too and mode of actions, that already failed in competitor trials, sometimes decades before... e.g. b-cells and plasma cells targeting compound in Lupus, Sjoegren etc.
Novartis and “innovative” pipeline…ha! It stopped being innovative years ago and now it’s a fire sale of assets to prepare the organization for a major acquisition or merger.
We could only hope for a major acquisition or merger. Any other company’s culture merged with ours would be an improvement.
All we hear is Record sales, Record profits, therefore the "leadership" seems to have lost their connection to reality. Anyway, they will leave with a golden parachute.
I could see us buying/merging with a medium size player. Maybe an Amgen or Gilead. Maybe even someone as big as GSK.
What should be a rationale? Based on the current logic NVS will further focus concentrating on high margin growing indications.
What about BMS? Great fresh complementary products in heartfailure, psoriasis and oncology. But they are US and would buy Novartis not vice versa!
BMY is currently suffering, share price around 51 US$...they could learn from NVS how to manage expectations regarding products that need longer to help their potential patients
Grow out presence in Oncology and rare disease with Amgen. Grow in GI and Infectious disease with Gilead.
Both would boost our product portfolio.
BMS has a 106 bil market cap....they aren't buying Novartis who has a 211 Bil market cap
The HDAC-6 deal announced offers great potential in crm and rd. In heartfailure a fix dose combination with Entresto could be developed.
