PFE To Acquire Mallinckrodt if AZ deal fails

Discussion in 'Pfizer' started by Anonymous, May 6, 2014 at 7:57 PM.

Tags: Add Tags
  1. Anonymous

    Anonymous Guest

    If PFE can't close the AZ deal by the end of May, they will acquire Mallinckrodt for its Dublin HQ address and the tax inversion angle that will save them 15% over the US tax rate on corporate profits.

    PFE wants to get their hands on AZ's oncology portfolio and pipeline while wringing out billions more by gutting AZ, then splitting Pfizer into 3 entities similar to Abbott/Abvie.

    If they can not buy AZ, they can still get the tax benefits by acquiring Mallinckrodt for less than 5% of what it would cost to get AZ-$105 to $110 billion.

    Mallinckrodt's pain portfolio of Pennsaid 2% for OA of knees would offset some of the sting with Celebrex going generic. Their Xartemis XR for acute pain has tremendous upside potential as does their Acthar gel that comes with their buyout of Questcor.

    Mylan has their eyes on Mallinckrodt for its Irish HQ, so PFE will have to move quickly.
     

  2. Anonymous

    Anonymous Guest

    No way. Pfizer will go after Shire and it's rare disease portfolio and Irish HQ!
     
  3. Anonymous

    Anonymous Guest

    The Mallinckrodt pain portfolio would dovetail with Pfizer pain lineup, especially Ofirmev that they got buying Cadence.

    It's an easy pickup for under $10 billion. The ballsy move would be to pick up Mallinckrodt and Shire and block any other pharma competitor from acquiring an Irish tax haven.
     
  4. Anonymous

    Anonymous Guest

    The tax savings of 1-2 years would pay for the whole deal.
     
  5. Anonymous

    Anonymous Guest

    Jazz Pharma should be considered also. He'll, why not just buy several Irish companies.
     
  6. Anonymous

    Anonymous Guest

    Ofirmev..really???? Well IS would be happy with that.
     
  7. Anonymous

    Anonymous Guest

    That's a great idea!
     
  8. Anonymous

    Anonymous Guest

    These companies are fleas in the pharma world. Get real. Shire...possibly.
     
  9. Anonymous

    Anonymous Guest

    Yes, Mallinckrodt is actually too small relative to the size of PFE to qualify for a reverse merger. The market cap of the acquisition needs to be at least 20% of PFE.
     
  10. Anonymous

    Anonymous Guest

    Not true. Picking off MNK would be like stopping at seven eleven for a snack.

    The value is in picking up Dublin HQ.
     
  11. Anonymous

    Anonymous Guest

    Don't need reverse merger. Can just keep PFE name.
     
  12. Anonymous

    Anonymous Guest

    To change legal domicile to Britain and get the tax advantages they need to acquire a company there that is more than 20% of the market cap of PFE.
     
  13. Anonymous

    Anonymous Guest

    You missed reading about the capital gains tax to all shareholders if Pfizer buys AZ.
     
  14. Anonymous

    Anonymous Guest

    Why not GSK? Keep Calm and Carry On...to London. Because when Pfizer's Brooklyn bridge is falling down, I got a bridge to sell you in London!