Melee upgrade! Expose other potential buyers of GSK

Source: e-medicine Facebook, June 17, 2015 This article is compiled from the rumor that the acquisition of GSK by fiercepharma Pfizer has not been settled yet New news has emerged about this acquisition war According to relevant sources, the real buyer of GSK is not Pfizer, but Johnson or Roche To be sure, GSK, one of the representative companies in the UK pharmaceutical industry, is becoming a "prey" in the global M & a hunting ground because of its low performance and share price It is reported that the purchase price of GSK by interested pharmaceutical companies is 1900 pence per share, so the overall valuation of GSK is 920 billion pounds (about $143 billion), compared with the closing price of 1351 pence per share on Monday But GSK's share price is all the way down In mid April, GSK's share price was 1642 pence per share Of course, although the current share price is not as "horrible" as 1327 pence, the lowest point in January, GSK's performance compared with 1700 pence per share two years ago has already been "tearful" "Because of the uncertainty of the overall valuation of GSK, no matter who it is, it is still hesitating and waiting." One analyst said Another reason for the hesitation is the still fierce merger and acquisition of enterprises, such as the acquisition of Elgin by atvis, and the huge asset exchange between GSK and Novartis Under the impact of such a series of big transactions, no one will act rashly So now, is Johnson or Roche more reliable than Pfizer? Maybe they don't look like Pfizer, but the fact is that Johnson & Johnson can increase the chips of GSK's own OTC products in the consumer health business with Novartis But Johnson & Johnson is not involved in vaccines, and its prescription drug products lack respiratory drug products, which is the most concerned part of GSK at present Of course, maybe J & J is also considering entering these fields Looking at Roche, the Swiss pharmaceutical giant has never expressed its inclination to enter the consumer health business, or other fields besides diagnosis While Novartis, his Swiss counterpart, has started to involve in Ophthalmology, OTC drugs, vaccines and many other fields, Roche has always focused on prescription drugs, and even its diagnosis unit directly connects with drug development for targeted treatment of diagnosis and testing Roche's last big investment in the capital market also goes back to the acquisition of Genentech, and then in 2014, it bought intermune, a biotechnology company, for $8.3 billion In addition to its vaccine business, Pfizer may also cancel its consumer health business compared with the two competitors According to analysts, GSK and Pfizer are now preparing to set up a team to find revenue points, and the price of 1924p per share in the talks is higher than the current valuation But there are still many uncertainties about whether Pfizer will actually buy Last year, Pfizer spent a lot of time on GSK's British compatriot AstraZeneca, but it failed Therefore, some analysts also think that compared with swallowing the "giant" like GSK, perhaps the "small jasper" like shire or Briggs & Noble is a more sensible choice for Pfizer.