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Week 9 Valeant- Salix- Pharming
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Hierbij de focus op Valeant die meerdere private bedrijven wil overnemen in 2015 zit pharming daar ook bij
?????? voor iedereen een goede vraag wie het weet mag het zeggen, only serious
Overname pharming kan... Maar is dan voornamelijk op de toekomst gericht... Nu heeft pharming slechts 1 product... Acute for HAE. Komt daar proph bij wordt het al een stuk interessanter. Met rhfactorviii moeten ze rap opschieten... En dan hebben we nog acute pancreatitus...alles bij elkaar zeker de moeite waard. Overname betekend nu sobi, salix en csipi ook afkopen. Met een verleden van verlies denk ik dat men nog heel even wacht... Hoelang? Tsja... Daarnaast wil de vries vast zijn huidige positie niet kwijt... Anderszijds... When the price is right... Zo... Genoeg zinvolle dingen voor nu :-)
Ah, ze worden alweer overgenomen, tsjonge hoor je niet vaak, zucht.
Niet alweer.... want ze zijn nog nooit overgenomen..
Via Twitter: @davidfaber: Valeant deal to acquire Salix Pharma is done-sources. "Roughly" $160 all cash. Announcement tomorrow or Monday. $SLXP, $VRX
Ben benieuwd harrysnel, het zat er aan te komen, nu nog een bevestiging, maar 160 vind ik niet echt veel eerlijk gezegt.
Heb begin vorig jaar even in Pharming gezeten. Zag er even erg veelbelovend uit. Blijft nu al maanden hangen.. Ondertussen heb ik positie biotoch-deeltje verschoven richting MdxHealth.. Volgens mij toch meer potentieel.. 'k Blijf Pharming wel verder volgen en wil er ook niet negatief over zijn..
Valeant Said to Agree to Buy Salix for $158 a Share in Cash
www.bloomberg.com/news/articles/2015-... Geen toeval dat t aandeel haast $158 sloot.
"Valeant is a serial acquirer, using an advantageous tax structure to make purchases and then slashing research and development costs to boost profits" Ik mag hopen dat de Pancreatitis toepassing hier niet onder wordt geschaart. In ieder geval brengt dit wel een extra schep onzekerheid met zich mee.
MaranV schreef op 21 februari 2015 20:38 :
"Valeant is a serial acquirer, using an advantageous tax structure to make purchases and then slashing research and development costs to boost profits"
Ik mag hopen dat de Pancreatitis toepassing hier niet onder wordt geschaart. In ieder geval brengt dit wel een extra schep onzekerheid met zich mee.
Schat van wel. Maar niet perse slecht. 1 BEWEZEN, product, de rest eruit, goed voor de totenjacht, goed voor ons. J.
thewitte schreef op 21 februari 2015 21:30 :
Beter dan SHIRE toch?!
Ik zou me iets gemakkelijker voelen bij Shire omdat zij de nadruk leggen op zeldzame ziektes bestrijden.
jsj schreef op 21 februari 2015 21:33 :
[...]
Schat van wel. Maar niet perse slecht. 1 BEWEZEN, product, de rest eruit, goed voor de totenjacht, goed voor ons.
J.
Ja ok, maar de HAE markt is maar een gedeelte van de potentie van Ruconest, het zou zonde zijn als de veel grotere en veel minder geconcurreerde markt van Pancreatitis overgeslagen wordt omdat er een kniptent langskomt die doodleuk al het vereiste onderzoek wegbezuinigd (nu krijg ik ook de kriebels achter waarom de Pancreatitis al sinds half 2014 van de radar verdwenen is). Daarbij ligt het ethisch ook wat schunnig om de stekker uit een eerste (mogelijke) behandelingsmethode te trekken.
Komende week, ik dacht op 25 febr., is er een bijeenkomst in Hilton Las Vegas waar ondermeer meer uitleg gegeven wordt over het product Ruconest, wie weet er van die bijeenkomst meer en zou door die de bijeenkomst het aandeel Pharming niet fors kunnen stijgen ??!!
wie kan mij meer uitleg geven over de tekst welke in onderstaande link staat graag in het nederlands www.4-traders.com/PHARMING-GROUP-1273… link gevonden in het draadje van vorige week gepost op 21/2/015
MaranV schreef op 21 februari 2015 21:38 :
[...]
Ja ok, maar de HAE markt is maar een gedeelte van de potentie van Ruconest, het zou zonde zijn als de veel grotere en veel minder geconcurreerde markt van Pancreatitis overgeslagen wordt omdat er een kniptent langskomt die doodleuk al het vereiste onderzoek wegbezuinigd (nu krijg ik ook de kriebels achter waarom de Pancreatitis al sinds half 2014 van de radar verdwenen is). Daarbij ligt het ethisch ook wat schunnig om de stekker uit een eerste (mogelijke) behandelingsmethode te trekken.
Liefst zou ik je een AB geven :| PH gaat 't denk ik niet alleen redden, steun zou vanuit een goede intentie moeten komen, zoals in "deze ziekte moet uitgebannen dan wel behandelbaar worden". Helaas. Niet genoeg mensen ziek. Geld wint. J.
Net een berichtje van seeking alpha Valeant To Acquire Salix Pharmaceuticals: Is It A Big Mistake? Feb. 22, 2015 2:44 AM ET | by Investing Healthcare | about: slxp | includes: Summary Despite reports that Valeant was ending acquisitions to improve its debt and shareholder value, the company is reportedly purchasing Salix after recently acquiring rights to Provenge. SLXP has many questions stemming from the inventory controversy last year, many of which are impossible to answer, and could cause long-term problems for VRX. SLXP could also cause short-term problems for VRX, putting pressure on its already challenged credit rating.
After months of speculation, Valeant (NYSE:VRX) will reportedly pay more than $10 billion to acquire Salix Pharmaceuticals (NASDAQ:SLXP). Historically, Valeant has been a very acquisitive company, and with Salix it will gain a leader in gastrointestinal drugs, a company that strengthened its competitive position last year after acquiring fellow gastrointestinal drug developer Santarus. Nevertheless, this acquisition will bring Valeant's five year spending total to nearly $30 billion on acquisitions, most of which have worked to Valeant's advantage. However, given the size of this acquisition, Valeant is taking a huge risk with Salix. Valeant's strategy is to grow through acquisitions, and that's exactly what it has done with roughly 40 acquisitions since 2008, giving it a very diverse portfolio of 1,500 drugs in just about every product category of medicine. Recently, Reuters reported that Valeant was aiming to halt acquisitions in order to pay down debt and boost its stock price. That would be good since Valeant has a horrible debt rating of Ba3, and a debt to assets ratio above 60% with total debt of nearly $16.3 billion. Moreover, Valeant has more than doubled its share count over the last five years to pay for acquisitions, which is why it made sense for Valeant to focus on improving its balance sheet and creating value via optimizing past acquisitions. Instead, Valeant has acquired the rights to Dendreon's Provenge, a horrible move, and is now willing to pay in excess of $10 billion for Salix, a company that's had a fair share of its own problems. While Valeant will become an instant leader in gastrology medicine, it will also gain an inventory nightmare. Back in November of last year -- Salix's stock had traded higher by 1,100% in the five preceding years -- Salix announced that several of its top selling drugs had several times the company's targeted inventory with wholesalers. This meant that much of what created Salix's large stock gains in the two years prior, fast revenue and profit growth, had been boosted with higher inventory of drugs, which grew far faster than drug consumption by patients. Among Salix's gastrointestinal drugs that were part of the inventory pumping include Xifaxan, Apriso, Glumetza, and Uceris, which make up well over 80% of Salix's annual revenue. At the time, Xifaxan and Apriso had inventory levels of nine months, versus a historical target of three months, while Glumetza's inventory was six months greater than its one month target. Even Uceris, which had been one of Salix's fastest growing drugs, acquired via Santarus, had a five month inventory. This is particularly bad seeing as how Uceris had been available to prescribe for less than a year. With that said, it has been three months since the controversy began, and already the company has found that 2013's operating results differ greatly from what was first reported. Salix recently said that revenue and net income were $20.1 million and $11.8 million, respectively, lower than previously reported; that's 2% of revenue and 8% of net income for the year. In 2013 Salix's stock traded from under $40 to over $90, and while it's impossible to know for sure, it is likely that Salix's stock would not have had such a great year had not been for the inflated revenue and net income performance. As of now, Salix is yet to restate financial information for 2014, but chances are it'll be worse than previously reported. Further, Salix has already announced that it'll try and return inventory levels to three months for all drugs by the end of 2015, suggesting 2015 will bring little to no growth, if not losses. However, this is about to be Valeant's problem, and although Salix and most investors expect the company's growth to return in 2016, there are no guarantees, no way to know how Salix will perform when operating at proper inventory levels. With 12-month revenue of $1.4 billion and an operating margin of 20%, even if Salix can grow revenue to $2 billion by 2017, Valeant is paying quite a high premium given the complicated questions surrounding Salix's business that exist. As a result, Valeant investors should be very concerned about the short and long-term implications of this deal. Unfortunately, buying Salix with mostly debt could negatively affect Valeant's already poor debt rating, currently at the third level of junk status, thereby making future acquisitions very difficult, and limiting the company's spending on R&D and marketing. As for long-term, who knows how Salix's business will perform at normal inventory levels, or how much longer best-selling drugs Glumetza and Xifaxin can fight off generic drug competition. Hence, my conclusion is that, just like with Provenge, Valeant is making a big mistake by acquiring Salix, one that will linger for quite sometime. Disclosure: The author has no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. The author wrote this article themselves, and it expresses their own opinions. The author is not receiving compensation for it (other than from Seeking Alpha). The author has no business relationship with any company whose stock is mentioned in this article.
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