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Mylan N.V. Message Board

  • frankposting frankposting May 19, 2007 12:40 PM Flag

    Some Thoughts

    Mylan used to be a close-door one, and becomes anxious to participating outside world, perhaps too anxious.

    The two companies complement each other well in product and regional profile.

    However, the most important is whether the complement makes sense financially.

    1. Mylan loses a few points by paying too much.
    2. MerckG used to be efficient in developing by itself, but the efficiency could be reducing significantly due to the new relationship (new leadership).
    3. Price erosion is always an eater of generics. Any problem in digesting this huge takeover (and Mylan is not very experienced in this kind of takeover) will be very costly and investors have to wait for a few quaters to have a hint (painful in waiting).
    4. Myan said they will make a $1.5-2B SPO soon. I believe that they estimate the pps would be $15-20, and the possibility of meeting the low-end is much higher than meeting the high-end.
    5. The pps stands on $19.75 for now. After May 24th CC, it will find a new home, perhaps a poorer one.

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