Pfizer to buy GSK?

Yep

 

For one thing, the EU regulators have said they will rule on the GSK Novartis deal by Jan 14. Here is Reuters on 12/1/14: "(Reuters) - European Union antitrust regulators will decide by Jan. 14 whether to clear two asset trade deals between Swiss drugmaker Novartis and British rival GlaxoSmithKline, the European Commission said on Monday."

So, if Pfizer needs a quick deal I guess they need to redefine "quick".

Also, any company making a purchase would be required to do due diligence and it would be nearly impossible to calculate GSK's earnings growth potential given this recombination of assets.

 

Hearing rumblings of that ol' time talk about GSK and AZ?

 

we may buy another company but none will buy us.....

 

Wake up. Divesting groups such as r&d and "superfluous" roles make one lean and viable for a buyout. GSK is not the mighty monster it once was; it's parts have been dismantled, merged bought, sold, like chess pieces before your eyes for years.

 

You guys divested your pipeline ensuring that nobody wants you, not even you want you.

 

Still a lot here to buy. Consumer majority stake, dermatology, generic brands like zofran among others, reparatory portfolio intact, biologics like benlysta and memo, plus vaccines.

Chances are that buyer would not need our R&D or any of our sales people. Pfizer could absorb every one of these products without any of us other than manufacturing.

 

It's really sad to witness slow motion destruction of a once proud and mighty capitalistic giant, being dismantled by a handful of socialist. They would prefer nobody succeed over a successful and profitable corporation. Thanks DD, AW and the spineless board we are now in the crap pile known as social justice.

 

A solid respiratory and vaccines portfolio without patient first and our award leaders Deirdre, Cheryl and Jorge would be valuable to any other company.

 

This is an interesting point. I'm wondering if its corporate integrity agreement (CIA) could work as a kind of "poison pill" to prevent a hostile takeover? Specifically, whether a combined company would be subject to the terms of the CIA?

 

Don't sweat it......this hope of Pfizer buying us is decades old.....they are too smart to buy us, and if they wanted to buy us, they couldn't !

 

I could not agree more. Get rid of patient first and this "leadership" and let us sell. How AW cannot see that this is the simple solution is beyond me.

 

Don't be so sure. at the rate the GSK market cap is falling they could easily aquire us

 

you didn't specialize in international economics did you ?

 

No. They were hired to regurgitate Avandia details. Which they did successfully for years.

 

The #1 prescribed diabetes medicine in the world a few years back, so yes I agree, very successful.

 

Buy, dismantle, absorb. GSK is a prime target.

 

Dimwitty to resign

 

http://www.bloomberg.com/news/2015-01-26/pfizer-s-33-billion-cash-pile-has-everyone-guessing.html?cmpid=yhoo

 

http://www.fool.com/investing/general/2015/02/16/deal-hungry-pfizer-wont-stop-with-hospira-who-coul.aspx

"Recently, high profile Bernstein analyst Tim Anderson said that Pfizer execs told him the company needs an inversion deal to compete on equal footing with overseas companies, both for tax-rate purposes and for access to overseas cash. That's why analysts figure it could make a run at fellow Big Pharma GlaxoSmithKline (NYSE: GSK ) . Glaxo's size might allow Read to make the tax inversion move he intended with AstraZeneca. The two companies' businesses would also have revenue and cost synergies.

A Pfizer/Glaxo merger would also create a "genuinely world class" vaccines operation, according to Berenberg's Alistair Campbell. Glaxo's slate of childhood and adult vaccines could be added to Pfizer's Prevnar franchise, and the size of the deal would cement Pfizer's spot as the top Big Pharma -- an honor it lost after its best-selling drug Lipitor went off patent."