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POZEN Inc. Message Board

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  • investormdpart2 investormdpart2 Nov 23, 2011 11:13 PM Flag

    Price on Friday?

    Also, they get the 20% royalty stream. If AstraZeneca is looking to acquire them then this deal was brilliant by Pozen. It puts the full value of the program on their balance sheet in cash. As such, AZ is forced to pay more by focusing solely on Vimovo and the pipeline. This was a really good deal. I'm impressed.

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    • It is a great deal, but they don't get the 20% till 2018 and that 20% is 20% of the roughly 18% royalty they were receiving from GSK..

      • 1 Reply to rwctrader2006
      • I've been looking at this from the angle that AZ is going to eventually want to take Pozen out. I could be dead wrong, but the fact is that Pozen is already saying that 2012 Vimovo sales could be $100+ million. The aspirin/PPI program remains unpartnered and AZ is a good fit for this IMO. Selling off the Treximet royalty stream puts actual cash on the balance sheet so speculation by AZ or any other acquirer goes away. All of the sudden $6.00/share looks too cheap for a buyout. It's starting to look more like $8-10 for me. I think that this deal has some weaknesses, but overall it was quite brilliant. You have to love that Pozen doesn't dilute shareholders.

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