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Bullboard - Stock Discussion Forum Concordia Healthcare Corp. T.CXR.R

TSX:CXR.R - Post Discussion

Concordia Healthcare Corp. > Mylan Acquires Meda for 12.9 times adjusted Ebitda
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Post by TheRock07 on May 02, 2016 8:48pm

Mylan Acquires Meda for 12.9 times adjusted Ebitda

Meda had debt of $2.7 billion US and 2015 adjusted Ebitda of approx $750 million on sales of $2 billion.

CXR provides guidance for about $625 million US  in adjusted Ebitda in 2016 on sales of about $1.1 billion US.....note that CXR's margins are twice those of Meda..


Mylan, the generic drugmaker, on Wednesday unveiled plans to buy Sweden’s Meda for $9.9bn, including debt.

 

The company, one of the world’s largest makers of copycat generic drugs, has been looking for a deal since it failed to buy Perrigo in a $27bn hostile takeover last year, write David Crow, Arash Massoudi and Andrew Ward.

The deal, which was first reported by the Financial Times earlier on Wednesday, ends a three-year saga during which Meda rejected a previous $9bn bid from Mylan as well as an approach from Sun Pharma of India. The Swedish company instead pursued its own expansion with a $3.1bn acquisition of Rottapharm of Italy in 2014 and its chief executive, Jrg-Thomas Dierks, declared: “Either you eat or you will be eaten”.

The sale of Meda risks a further hollowing out of Sweden’s pharmaceuticals sector, which in the past two decades has seen Pharmacia bought by Pfizer of the US and Astra merged with Zeneca of the UK.

The company’s biggest shareholder with 23 per cent is Stena Sessan, the Swedish shipping group controlled by the Olsson business family.

Generic drugmakers, which produce cheap, off-patent medicines, have been at the heart of the wider boom in pharmaceuticals dealmaking over the past two years as manufacturers have sought greater scale and efficiency. Other transactions have included the $41bn acquisition of Allergan’s generics business by Teva of Israel, the world’s biggest generics maker by sales.

US and European generic drugmakers have been facing increasing low-cost competition from Indian rivals and pressure on pricing as governments seek to contain rising healthcare costs.

 

*A previous version of this article was amended to correct the market valuation of Meda in US currency.

Comment by Lesalpes29 on May 02, 2016 8:57pm
Shorts... Maybe that kind of deal for cxr is coming. A BIG and intelligent player can be there watching and make an offer tomorrow. Time to go to sleep, hope you are going to sleep well...
Comment by GoldBug024 on May 03, 2016 12:16am
And this is why $65 USD is the bare minimum I will accept thoguh a buyout. It will not be a "net zero" game for CRX once the buyout occurs. 
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