2014年11月17日讯 /生物谷BIOON/ --说到小道消息可绝不是娱乐圈的专利。华尔街的投资者对这些可也是相当敏感。
上周日，华尔街就传出消息称Actavis公司和Allergan公司已经接近达成一项价值高达640亿美元的收购协议，并有可能在本周一宣布。如果这一消息属实，Actavis公司将向Allergan公司支付每股215美元的价格以兼并Allergan公司。
不同于之前阿斯利康公司和辉瑞公司收购兼并案的刀光血影，Allergan公司和Actavis公司的合作可谓是相当的友好。而一旦两家公司合并，一家新的医药巨无霸即将应运而生。而这也是Actavis公司继成功收购Forest Labs 后又一大手笔。
据估计，这一收购案完成后，公司的年销售额将达到230亿美元左右。这一数字也与2013年年销售额排名第十的制药巨头礼来公司相差仿佛。不过考虑到礼来公司今年来业绩下滑和仿制药兴起的因素，或许今年Actavis公司将在前十强占据一席也尚未可知。
详细英文报道：
The dealmakers at Actavis and Allergan have been busy over the weekend. Reporters for the Wall Street Journal and the Financial Times almost simultaneously reported Sunday afternoon that the two companies were getting close to a friendly acquisition deal, which the FT cited as a $64 billion deal in the making.
The deal hasn't been closed yet, but both news organizations say that an agreement could be finalized and announced by tomorrow. The FT reports that Actavis ($ACT) has offered to pay about $215 a share for Allergan ($AGN).
If the reports prove accurate--and there's clearly something going on here--then Actavis CEO Brent Saunders will be close to achieving his goal of creating a new Big Pharma operation with a significant portfolio of branded and generic therapeutics on the market as well as a pipeline of new products in development. Saunders emerged as CEO of the company after helping engineer a merger between Forest Labs and Actavis, which had originally been devoted to generics and enjoys a low-tax domicile in Ireland.
Today's reports follow a hot collection of stories from late last week that Actavis was getting closer to an agreement.
If the deal goes through, Allergan CEO David Pyott will have achieved his aim: eluding the clutches of Valeant ($VRX) and its ally, William Ackman. The partners have offered $53 billion for Allergan, the maker of Botox, and said they might come up with more. Pyott and his board, though, have consistently maintained that the Valeant proposition undervalued Allergan and would inevitably be paid for by gutting an R&D operation that now consumes about $1 billion a year.
A combination of Allergan and Actavis would create a company with $23 billion in annual sales, notes the WSJ. That would put it quite close to the top 10 pharma companies on the planet. According to a report from FiercePharma, Eli Lilly was ranked number 10 in total revenue, with $23 billion for 2013. Lilly's revenue has been in free fall this year, though, as generic competition has pummeled its biggest drug franchises.