There has been numerous rumors that we are for sale at around 21-25 Billion. Curious to see what others think the chances are this occurs by the end of the year?
Every company is for sale if the price is right. You will know a sale is coming when they start scaling back spend, not filling territories, etc. Anything to remove costs from the revenue to look good on paper.
A bit high at 21-25B. Zavegepant doesn't do much for the bottom line other than cannibalize Nurtec a bit. The other products need positive topline data read out to get to that value. No one is paying 3x market cap for the company. I'm thinking $14B is about right - as in today at this moment. Those other drugs hit data read outs? $18B maybe?
there ‘has’ been? I certainly hope you’re not managing the M&A activity for BH. Who hired the riuh-tard?
Well, then they are doing just the opposite. Nationwide expansion, New comp. contests, NSM meeting in Vegas.
Nothing is going to happen before 2027 the earliest. Vlad alluded to this time frame when discussing the pipeline last year. So hold on tight, work hard and build your share allocation. He also stated the valuation needs to get to $40 - $60 billion before he would sell.
Well, your comment didn't hold up very well. They didn't do ANY of that. They spent right up to the end, hired an expansion force, and didn't remove anything from the books.