Our updated thoughts on the BMY-CELG transaction, MRK numbers ahead of the quarter, and the opportunity in adjuvant IO from our 3/15 Wolfe Healthcare Biweekly Webcast.
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BMY held a meeting with sell-side analysts on Friday morning – the meeting was called in a semi-urgent fashion, with notice only going out on Weds. While not stated directly, the intent was clear: to drum up support for the proposed CELG acquisition given some recent, high profile, dissenting shareholder opinions.
A slide deck describing our updated fundamental outlook for the sector from our February Monthly Controversies report.
Our updated thoughts on the BMY-CELG transaction from our 3/1 Wolfe Healthcare Biweekly Webcast.
Wolfe Research Senior Global Pharmaceuticals Analyst, Tim Anderson, hosted a webcast to discuss the fundamental outlook for the sector - a mixed view, recap of bull/bear case, current controversies, important upcoming events, and relative growth prospects for each of the 10 US/EU names he covers.
News that investment management firm Wellington does not support the proposed acquisition of CELG by BMY dovetails well with results from our recent investor survey (Global Pharmaceuticals - BMY-CELG Investor Sentiment Survey Results) and our own views. Our position in recent weeks has been that while we are not in favor of the deal, we still believe the risk:reward with BMY shares is favorable at current levels.
This 80p report covers the bull/bear case, current controversies, relative growth prospects and more for our 10 US & EU global pharmaceutical companies.
Given the mixed reaction to BMY’s proposed acquisition of CELG, we conducted a survey of 112 investors to better gauge investor sentiment.
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