版圖重整_Big Pharma 事業部門持續分割與併購 !!!!

拜耳 買默克消費保健部 2014年05月03日 04:09 根據內情人士透露，德國製藥大廠拜耳將支付約140億美元收購美國藥廠默克旗下的消費保健部門。該交易據傳即將拍板敲定，默克在下周二召開投資人說明會前應該就會對外公布。內情人士指出，拜耳目前已就買下默克消費保健部門進入獨家談判。兩方原則上已達成共識，不過仍在磋商細節。據了解該交易可能包括支付現金，以及雙方交換製藥方面資產，並可能組成1家合資企業。默克與拜耳都拒絕對此報導發表評論。然而受該消息激勵，默克股價周四收高1.8％至59.62美元，創下2008年1月以來最高價位。至於拜耳股票則因周四歐洲假日休市，沒有進行交易。這項交易將可讓默克把重心放在強化核心製藥業務，特別是特殊藥物方面。該美國製藥大廠受學名藥到期影響，導致第1季營收下跌4％至103億美元。目前默克正積極進行業務重整。至於拜耳則可藉由增加包括抗過敏藥Claritin等，來擴大它的消費產品線。旗下以阿斯匹靈藥物著稱的德國藥廠拜耳，也生產制酸藥劑Alka-Seltzer與止痛藥Aleve。先前英國清潔消費產品大廠Reckitt Benckiser、寶僑、賽諾菲與諾華都曾對收購默克的消費保健部門表達興趣。不過Reckitt Benckiser日前聲稱由於默克該部門過於昂貴，因此已經退出收購談判。

Merck Selling Consumer Unit To Bayer For $14 Billion  5/06/2014 @ 9:36AM

As the pharmaceutical world waits to see if AstraZeneca AZN +0.17% will accept Pfizer's PFE -0.57% $106 billion acquisition bid, two different major pharma players have struck a deal of their own: Merck has agreed to sell its consumer care segment to Germany's Bayer AG for more than $14 billion.Merck announced Tuesday that it will sell its consumer care business — the segment that includes over-the-counter medications like allergy treatment Claritin and nasal spray Afrin — to Bayer for a tidy sum of $14.2 billion. Under the terms of the agreement, Bayer will acquire Merck's over-the-counter business as well as trademark rights for Claritin and Afrin. The deal also includes a clinical collaboration to test drugs for heart failure and other cardiovascular conditions. In return for the collaboration rights, the companies said that Bayer will receive a $1 billion up-front payment with the potential for additional payments upon the achievement of agreed-upon sales goals. Merck Sales Slide On Expiring Drug Patents But Shares Lifted By Cancer-Fighting Collaboration "The sale of our consumer care business is part of our efforts to ensure that assets within our portfolio align with our core strategy, have industry-leading potential and generate long-term shareholder value," Kenneth Frazier, Merck chairman and CEO, said in a statement Tuesday morning. "By unlocking value in Merck Consumer Care, we're able to further our goal of being the premier research-intensive biopharmaceutical company through targeted investments that strengthen our product portfolio and enhance our pipeline." For its part, Bayer called Merck's consumer care segment a strong business and praised its products — like Claritin and Coppertone — for being leaders in their categories. "The combination of Merck consumer care's complementary portfolio of products and geographic reach with Bayer's will create a global consumer care business better positioned to serve consumers around the world," Bayer chairman Dr. Marijn Dekkers said in a statement Tuesday. "We look forward to having the talents of the Merck team, with their track record of innovation, joining our strong Consumer Care team at Bayer HealthCare. " Merck estimates that its after-tax proceeds will be between $8 billion and $9 billion, and said Tuesday that it plans to use these proceeds as resources for the parts of its business that have the highest growth potentials, like its investigative immunotherapy program for patients with advanced melanoma. The deal is expected to close in the second half of this year, pending customary closing conditions and regulatory approval. Merck, which in February said that expects to full-year 2014 revenue between $42.4 billion and $43.2 billion and full-year earnings between $3.35 and $3.53 per share, said Tuesday that it will update its 2014 guidance when the deal closes. Following the announcement of the deal, shares of Merck initially ticked up 1.3% in Tuesday's pre-market trading session but lost those gains as the opening bell approached and essentially opened flat compared to Monday's close. Year-to-date, the pharmaceutical giant has outpaced the broader market and is up 18.5%. Bayer, which trades on the German exchange, ticked down 0.76% on the news; year-to-date, the stock has lost 0.05% of its value.