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Southern Copper Corp. Message Board

lws2000 196 posts  |  Last Activity: 32 minutes ago Member since: Nov 21, 2001
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  • Merck KGaA, a leading company for innovative and top-quality high-tech products in the pharmaceutical, chemical and life science sectors, and Sigma-Aldrich (Nasdaq: SIAL) announced that they have entered into a definitive agreement under which Merck KGaA, Darmstadt, Germany, will acquire Sigma-Aldrich for $17.0 billion (#$%$13.1 billion), establishing one of the leading players in the $130 billion global life science industry.

    Merck KGaA, Darmstadt, Germany, will acquire all of the outstanding shares of Sigma-Aldrich for $140 per share in cash. The agreed price represents a 37% premium to the latest closing price of $102.37 on September 19, 2014, and a 36% premium to the one-month average closing price. The transaction is expected to be immediately accretive to Merck KGaA, Darmstadt, Germany’s EPS pre and EBITDA margin. Merck KGaA, Darmstadt, Germany, expects to achieve annual synergies of approximately #$%$260 million (approximately $340 million), which should be fully realized within three years after closing.

    “This transaction marks a milestone on our transformation journey aimed at turning our three businesses into sustainable growth platforms”, said Karl-Ludwig Kley, Chairman of Merck KGaA, Darmstadt, Germany’s Executive Board. “For our life science business it’s even more than that: it’s a quantum leap. In one of the world’s key industries two companies that fit perfectly together have found each other to present a much broader product offering to our global customers in research, pharma and biopharma manufacturing and diagnostic and testing labs.

  • Anyone that has been to Ft. Meade knows that big-time-security is about big computers (big iron). This is an IBM "sweet-spot".

  • Reply to

    The Deal

    by mruyog 1 hour 54 minutes ago
    lws2000 lws2000 1 hour 36 minutes ago Flag

    It looks like Janssen Biotech (JNJ) will be the dominant force behind IMET. That takes the financial burdens off of Geron. IMET will develop in a proper fashion, in all of the promising areas. That will optimize the use of IMET by needy patients (MF & beyond), and will lead to the best possible outcome for investors. Dr. Scarlett and Dr. Tefferi are both to be congratulated. JNJ has its friends at the FDA, so IMET will be treated fairly in the future.

  • Geron is in a very strong position with great partners (Mayo Clinic & JNJ), and a "remarkable" medicine. They can no longer be manipulated by short-hedge-funds, or other "mysterious-market-forces".

    The Stifel presentation should be listened to (with slides) by all long term investors. Dr. Scarlett sounded very upbeat, stating that IMET is "remarkable". By putting Geron and IMET under the protective wing of Janssen(JNJ-financial, medical, marketing, manufacturing), he has realized his full potential, and "delivered the goods". I believe he is going to stay awhile, because of the challenge, money, and excitement. Scarlett mentioned "joint governance" (Mayo-Janssen(JNJ)-Geron). Geron is in an enviable position, with superb partners. ASH and Dr. Tefferi's talk are around the corner (for updated information, Dec. 8).

    The JNJ deep pockets (a sure thing) and IMET's continuing successes (a probable thing to be updated at ASH) will control Geron's stock price from this day forward. Geron is not going to be sold anytime soon, since they have a Goldilocks' arrangement with JNJ. This will allow for a logical, well planned development of IMET.

  • The JNJ deep pockets (a sure thing) and IMET's continuing successes (a probable thing to be updated at ASH) will control Geron's stock price from this day forward. Geron is not going to be sold anytime soon, since they have a Goldilocks' arrangement with JNJ. This will allow for a logical, well planned development of IMET.

  • The Stifel presentation should be listened to (with slides) by all long term investors. Dr. Scarlett sounded very upbeat, stating that IMET is "remarkable". By putting Geron and IMET under the protective wing of Janssen(JNJ-financial, medical, marketing, manufacturing), he has realized his full potential, and "delivered the goods". I believe he is going to stay awhile, because of the challenge, money, and excitement. Scarlett mentioned "joint governance" (Mayo-Janssen(JNJ)-Geron). Geron is in an enviable position, with superb partners. ASH and Dr. Tefferi's talk are around the corner (for updated information, Dec. 8).

  • lws2000 lws2000 Nov 19, 2014 4:05 PM Flag

    Only good news from Stifel. ASH will bring the latest news (Dr. Tefferi, Dec. 8).

  • lws2000 lws2000 Nov 19, 2014 10:29 AM Flag

    The short-hedge-funds are still trying, but Stifel and ASH should provide the permanent stop. They follow charts, not science.

  • The progression of IMET in this new environment should be much smoother going forward. The ASH Presentations will be a great starting point for this new combination of talent. There are no financial worries and no more FDA holds. Broad testing and evaluation of IMET, in many types of cancer, will occur all over the world, led by Mayo Clinic's knowledge and experience in their MF trials. Dr. Tefferi's dual roles will pay off for Geron, as a researcher and teacher. Janssen Biotech is a private company inside a public company (JNJ).

  • Reply to

    Big days for Gilead & Geron

    by lws2000 Nov 18, 2014 2:03 PM
    lws2000 lws2000 Nov 18, 2014 8:37 PM Flag

    I had picked Gilead, Celgene, Novartis, Roche, and JNJ as the most likely partners for Geron. I suspect Geron talked to all of them. JNJ is the largest, with perhaps the best marketing strategy. I thought Gilead had the most to gain.

  • lws2000 lws2000 Nov 18, 2014 4:30 PM Flag

    "The New Geron" will no longer be manipulated by "mystery market forces" and short-hedge-funds. JNJ's financial power, and IMET's medical successes have put an end to that. Janssen Biotech (part of JNJ) and Geron are tied to each others hips forevermore.

  • lws2000 lws2000 Nov 18, 2014 2:47 PM Flag

    10 bagger, explosion, miracle medicine: Stifel and ASH will prove it all.

  • lws2000 by lws2000 Nov 18, 2014 2:44 PM Flag

    The Seeking Alpha "explosion" has arrived.

  • Both companies have incredible drugs. Geron is now closely tied to JNJ.

  • lws2000 lws2000 Nov 18, 2014 11:17 AM Flag

    Stifel and ASH together will paint a complete picture of Imetelstat's potential, and new thoughts about the JNJ-Janssen-Geron-Mayo Clinic association. The new force is the deep pockets of JNJ, which can take IMET in many directions simultaneously.

  • If IMET's continues to be successful in treating MF and other cancers, JNJ will see to it that the long-term-investor's profit and patient's needs are treated reasonably and fairly. The JNJ financial strength, takes that pressure off of Janssen-Geron forever, and will allow IMET to realize its full potential (new trials, drug combinations, telomere-telomerase innovations, immortal cells, aging, etc.). ASH will tell us more about new- promising science and medicine involving Imetelstat..

  • lws2000 lws2000 Nov 18, 2014 9:37 AM Flag

    Janssen Biotech-Geron probably can be considered one entity. Many believe that Geron's PPS will increase, but, at some price in 2015 or 2016, Geron will be completely absorbed by Janssen. In these days of spinoffs (Agilent-Keysight, Pfizer-Zoetis, etc) a JNJ-Janssen spinoff is very possible. Clearly JNJ has the deep-pockets here, which gives them a certain level of control. Of course, all of this depends upon IMET's continuing promise and successes.

  • Dr. Scarlett can take credit for getting Geron under the protective wing of JNJ, engineering the removal of the FDA's holds, and bringing Dr. Tefferi into Geron (dual roles). I suspect the JNJ arrangements have been in the works for several months, but keep quite secret. ASH will have the bulk of the new science and new medicine, but Stifel may put many things into perspective. The Janssen Biotech-Geron association can only grow.
    ********************************************
    MENLO PARK, Calif., November 14, 2014 - Geron Corporation today announced that John Scarlett, M.D., President and Chief Executive Officer, will present an overview of the company at the Stifel 2014 Healthcare Conference in New York. The presentation is scheduled to occur on Wednesday, November 19th at 1:50 p.m. Eastern Time.

  • lws2000 lws2000 Nov 17, 2014 12:50 PM Flag

    The JNJ seal of approval is (from a marketing point of view) the highest level of approval, and the best PR that Geron could possibly get. Assuming no medical setbacks, and IMET's continuing successes in MF and beyond, the sky is he limit (PPS was once over $70 a share). I don't expect a return to the old highs, but ASH will reveal much about current successes and potential (IMET).

  • This is the best of all worlds for Geron. For now they maintain the Geron identity to allow the PPS to increase. Later they are spun off as part of Janssen Biotech with a rich mixture of products. In the meantime, Geron has access to JNJ's very deep pockets.
    **************************
    "For more than 30 years, Janssen Biotech, Inc. has delivered on the promise of new treatments and new ways to improve the health of individuals with serious disease.

    Built upon a rich legacy of innovative "firsts," Janssen Biotech, Inc. pursues innovative solutions in the therapeutic areas of immunology, oncology, and nephrology. With the same unwavering passion for new challenges, we dedicate ourselves to delivering solutions for these disease states where unmet needs continue to exist.

    Rooted in rich scientific collaborations and community-based relationships, we have access to some of the top minds in science today, allowing us to advance the treatment of patients through our innovative medicines. Our discoveries lead us not only to new treatments, but also to new ways to empower patients and expand their access to quality care–because we believe that changing lives for the better takes more than medicine. Janssen Biotech, Inc. is part of Johnson and Johnson."

SCCO
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