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Abbott Laboratories Message Board

  • ny1972home ny1972home Mar 6, 2007 9:13 PM Flag

    PFE is looking at ABT

    This is the perfect fit that no one is talking about -but will be soon.

    ABT has what PFE wants:
    *Biologics -Humira
    *LCM for Lipitor - Lipitor + Tricor, Liptior + Niaspan LF & triple combo potential
    *Diagnostics - PFE is a believer in using diagnostics to reduce R&D costs & improve clinical trials (ala Roche)
    *ABT has little patent expiration overlap or product overlap with PFE.
    *PFE can pay a 30% premium using all debt & repay the loan in 5yrs with its +20B in FCF. This would be an accretive event for PFE year 1 on a cash basis.

    At the very least I believe ABT will enter into a very lucrative JV with PFE to allow PFE to convert over a portion of the Lipitor franchise prior to expiration.
    Bridging studies if started in the next 6 months can get them there in time.

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • You are a moron! You must be one of those scientists sacked recently too much time on your hand not only you did not discover shit for ABT now you spreading CRAP go get a life if you know what I mean

    • Sounds like a good plan, all I know is that there is something going on with ABT, it's been in play for the last 30-60 days from a trading standpoint. It has been a dead stock for many many years now it's alive.

    • ABT's intellectual mindset with great R&D capability DOES NOT fit well with PFE's DOG mindset and R&D incapability.......unless ABT's management gains the upper hand this merger will turn out to be a greatest titanic disaster!!!!
      PFE is just plain sh$$t!!!

    • This is very interesting analysis..It makes sense because pfe is going nowhere and it can afford abt....and it could selloff abt's diagnostic and nutrition businesses which would reduce the cost of the acquisition or it could keep them and become a better jnj. My compliments on your analysis,

      • 1 Reply to joeusy
      • ABT will benefit because they are in a key strategic position in the cholesterol market. ASTRA & PFE both want to extend their franchises by creating combo's like MRK-SGP have done Zocor+Zetia ($4B in sales). ABT holds 2 key patent protected drugs that hit 2 of the three pillars of cholesterol (HDL raising & Triglyceride lowering). The only way PFE can convert a portion of their $15B Lipitor franchise over is to combine Lipitor with Niaspan &/or Tricor. There are no other approved options & because of the timelines none of the pipeline drugs at other firms will make it to market in time to be a combo product for Lipitor.

        Hence, ABT will squeeze both PFE & ASTRA for the best deal possible.

        This is completely unrecognized by the STREET's device oriented analysts & will drive considerable upside for ABT s/h's. I think we get a communication in the next 3-6M's. PFE can't waist any time 2011 is approaching.

        Buy in the dips. Also, buy TEVA & Novartis.

    • What are you smoking? Diagnostics is sold.


      ABT has what PFE wants:
      *Biologics -Humira
      *LCM for Lipitor - Lipitor + Tricor, Liptior + Niaspan LF & triple combo potential
      *Diagnostics - PFE is a believer in using diagnostics to reduce R&D costs & improve clinical trials (ala Roche)
      *ABT has little patent expiration overlap or product overlap with PFE.
      *PFE can pay a 30% premium using all debt & repay the loan in 5yrs with its +20B in FCF. This would be an accretive event for PFE year 1 on a cash basis.

      At the very least I believe ABT will enter into a very lucrative JV with PFE to allow PFE to convert over a portion of the Lipitor franchise prior to expiration.
      Bridging studies if started in the next 6 months can get them there in time.

      • 1 Reply to pershing7734
      • If u knew anything about this company you would know that they kept the molecular diagnostic business. The business is $250M in sales growing at 30%. The value is in the application of the tech w/ PFE products in the NDA process & more importantly as a tool to identify patients in the real world who who benefit from PFE products. PFE has mentioned that over 50 of its programs would benefit from this type of tech.

        Think before u write.

    • 30% is not enough premium, IMHO.

 
ABT
42.23-0.01(-0.02%)Sep 2 4:00 PMEDT

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