Avanir Acquired by Otsuka!

Discussion in 'Avanir Pharmaceuticals' started by Anonymous, Dec 2, 2014 at 4:14 AM.

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  1. Anonymous

    Anonymous Guest


  2. Anonymous

    Anonymous Guest

    Yep, we are toast.
     
  3. Anonymous

    Anonymous Guest

    I pity you people...
     
  4. Anonymous

    Anonymous Guest

    to the ass holes that are on the out side looking in, posting all the recent questions about our organizational structure and job postings, you know who you are, We are tired of your requests for "Thoughts?" Lets deal with this news amount those we know, and feed the others crawling CP the BS they deserve. Why should they profit off of listening in on conversations as we deal with this news.
     
  5. Anonymous

    Anonymous Guest

    Will they accept that price of 17.00 it's allready 17.00 today.
    Seems like price should at least be 20.00 a share.
     
  6. Anonymous

    Anonymous Guest

    Should be less. Not worth that much. If a purchasing company saw a decent valuation, it would have been such.
     
  7. Anonymous

    Anonymous Guest

    Should have been MUCH less. Just goes to show how desperate Otsuka is and dependent on Abilify revenue. They took a HUGE risk here with potential future indications, and pipeline. IMO much of Avanir's pipeline vision is theory and not concrete business analysis. This is similar to when Sepracor got purchased by Sunovion and Sep advertised their respiratory pipeline/franchise as a deep and broad pipeline when in was weak and all theory and the fact is has produced nothing since the Sunovion acquisition. This is very similar and Otsuka paid a very large premium, took a very large risk with a below average company and pipeline.
     
  8. Anonymous

    Anonymous Guest

    It's obvious that Otsuka doesn't care much about Neudexta or other Avanir products, they just wanted to expand their US sales force and this was easiest way for them to accomplish their goal.

    I worked at Sepracor for over 10 years...then we were acquired by a Japanese company for 2.6 Billion much like Ostuka is doing for Avanir for 3.5 Billion. The big difference here is that Avanir's annual revenues haven't even hit $100 million per year, while Sepracor revenue was $1 Billion per year but rapidly dying due to patent expiry. The valuation for Avanir is way off base at $3.5 Billion and Otsuka paid too much- this is the first signal that something is wrong here...someone at Ostuka forgot to do the math.

    The biggest problem Avanir will face is the problem all US/EU companies face when purchased by a Japanese company. Japanese pharma organizations are "cash rich" but are led by senior management who behave and think like small children - no vision, no strategy, just pockets full of cash to burn so they purchase a dream they could never create on their own. This was also the case with Eisai at MGI pharma and Takeda with the Nycomed takeover, so there's definitely a trend that cannot be ignored regarding poor leadership at Japanese firms.

    Best advice to Avanir... hold on tight because the next 5 years are going to be a wild and bumpy ride...lots of long trips to Tokyo, lots of meetings with no decisions, lots of smothering policies that make no sense, and a very strong regret that this deal ever happened.

    Good luck to all
     
  9. Anonymous

    Anonymous Guest

    Otsuka is not banking on current Nuedexta sales. They are paying for future Nuedexta indications , specifically the agitation in dementia patients, if that gets approved, could turn Nuedexta into a Billion dollar drug. Also the Adj Depression indication.
    This is what they paid 3 billion for, not the 150 million a yr PBA sales.
     
  10. Anonymous

    Anonymous Guest

    The sad thing is that you guys already promote it for that. Let's face it, the largest LTC Pharmacy provider in the country doesn't want any part of you guys. Keep it up and you'll see where you will be going.
     
  11. Anonymous

    Anonymous Guest

    Not sure where your getting your info from, but we do not promote for agitation, we promote for PBA, that's why our sales are only 150 million a yr. (yes, of course we have some off label sales- agitation) But none of ours studies/sales aids/package inserts/indications are for agitation, if we get the actual FDA indication, Nuedexta could
    reach 1 Billion in sales as the only drug with the FDA agitation indication.
     
  12. Anonymous

    Anonymous Guest

    What does Nuedexta cost per dose or whatever - and is it easy to copy or just prescribe the 2 main generic ingredients? Might be a limit to high pricing?
     
  13. Anonymous

    Anonymous Guest

    You're kidding! After they just hired all those new reps. Now what?
     
  14. Anonymous

    Anonymous Guest

    If you read the statement describing the purchase it states that Avanir will operate at a subsidiary of Otsuka. This is very good for Avanir. All reps, management should remain in tact if that is the case.
     
  15. Anonymous

    Anonymous Guest

    Oh boy. You really need to brush up on your history of M&As in the pharma industry. Not to mention getting a basic understanding of business 101. You must be a newbie?