There are always rumors about who is buying whom, especially Pfizer. No one ever knows until it’s a done deal. If it is Pfizer, and you think Shire is a circus, you haven’t seen anything close to the shitshow at Pfizer.
First, Takeda has a market cap of about 40B US. They can’t afford Shire and have stated M&A is not there priority . So just stupid stupid. Second, nobody is going to rescue us from our misery, least of all Pfizer who need lots more revenue than Shire can provide, and Pfizer is also in scale-down, divest mode.
Expect a fire sale first. Nobody is going to Be buying shire as a whole. Shire is in way too much debt. If you look at Value vs Debt it’s even scarier. Sorry to say that the individual pieces of shire are worth more than the whole.
F-Face would love to sell us to Pfizer or another company so he can save face in light of the low stock price and employee dissatisfaction surveys.
Takeover approach received by Shire on March 1. Any more on this? https://www.streetinsider.com/dr/news.php?id=13887436&gfv=1
Takeda has no pipeline and actively looking for CNS and GI drugs. They can’t buy the whole, but they could purchase pieces.
My guess is Pfizer since we are already partnering with them in GI. Ironically, alot of Pfizer folks have been looking at my stuff
Don't count out AbbVie. They know the company inside and out. Even with the 1.6B in breakup fee they paid before it would still get Shire at a bargain price. Better than what they were willing to pay in '14.
