osawh
Strategic Biotech Merger/Acquisition OSA
www.osaglobalstrategicmanagement.com/index.html OSA Global and ADR Biotech Industry
Corporate Performance, Pre and Post Mergers/ Acquisitions Performance Tracking
US and ADR Biotech Industry
Corporate Performance,
US drug, biotech industry facing new
drug supply shortage in pipeline, while existing patent
phasing out, and existing drug side effects led MERCK and Pfizer stocks
plunged 50 % and resulted withdraw product ( MS drug) from the
markets led to ELAN stock plunged from 23 to 5 and Biogen plunged from 70
to 40
Stocks
outlook
near term trading range
Merck ( MRK ) over reacted to side effect
38- 53
Pfizer ( PFE) recovering from side effect
25- 31
Biogen (BIIB) recovering from side effect
35- 45
ELAN (ELN) recovering from product withdraw
5- 9
John-Johnson JNJ steady growth in margin
50- 68
Genetech (DNA) steady growth in margin
40- 55
Amgen (AMGN) steady growth in margin
50- 66
Sanofi (SNY) steady growth in margin
35- 45
Wyeth (WYE) steady growth in margin
35- 44
Novartis (NVS) steady growth in margin
45- 55
MMSI
low margin
10- 15
STGN
low margin
7- 10
Martex (MATX) steady growth in margin
40- 50
Pre and Post Mergers/ Acquisitions Performance Tracking
Dec. 15, 2004
Johnson & Johnson 35 billion merger Guidant, 2 billion dollar sales , 400
million earning in heart stent, pace maker,
diversify into therapeutic area. However Guidant is over priced at
72, Johnson may have some room to growth.
US Health Industry mergers
analysis, investment strategy: TYC merge MKD
High growth and high margin 12 %0Health
equipment Tyco Intl (TYC) merge low growth and low margin 8 %
resperatory service Mallikrodt(MKD) will nt help near term TYC performance and stock
prices, TYC stock stay 45-56, MKD in 30-35
OSA May 29, 2000 Strategic alliance between Merck and Schering Plough in
chloesterol drug developement and Feb 3, 2000 analysis for Pfizer and WLM merger :
Merck strategic alliance between Merck and Schering Plough in chloesterol drug
developement will not help near term profitability,
However, it may help future R&D, MRK stock will be trded between 65 and 78, SGP
between 40 and58
AHP troubled by 2.5 bilion diet pills,stocks plunged from 75 to 40, weak in Biotech
R&D will be benefited by WLM's strong R&D Lipitol cholestorol lowering drug , AHP
stock will be traded bwtween 40and 45 as the deal failed, WLM profit margin still behind
Amgen, Biogen.Stock prices after recent split rebound to 99 are over priced. The post
merger integration cost saving benefits are over optimistic. Pfizer(PFE) acquired WLM ,
combined viagra and Lipitol will not help too much on their near term R&D drug
pipeline, PFE and WLM PE ratio at 50 , it's hard to maintain over 20 % earning growth, PFE
stock will still be between 25 and 43
(9806 analysis for Monsanto and
American Home Products Merger)
Tracing results: Dr Huang
accurately predicted in Sept 1998 that due to lack of new drug developements on both
companies, the merger will not produce any near term fruitful result. The two companies
drop the merger in mid Oct.
Pre mergers OSA: Drug and biotech industry is relative immune to the
Asian turmoil and strong dollar . Rather, it is more sensitive to the new drug
commericalization and competition from the industry itself. Monsanto's effort to
move into biotech industry is not satisfying due to the lack of high end applications from
the molecular, cellular, genetical lead to relatively low profits margin ( 9 %)(only
some success in the agricultural) like Amgen, Biogen. While AHP concentrated too much in
conventional drugs which facing sharp competition. This merger does not improve it's
competitive position in the Biotech in the immediate future
Post mergers OSA: Different cultural background and management concept
requires Dr. Warren Huang over 30 years experiences in implementing quality, cost, market
shares goal, mission, performance oriented cross funtional pizza chart OSA strategic
and execution OSA teams for US, Asian Paicifc multinationals provide unified manage ment
concept, procedures and decision methods supporting new corporate's restruct uring,
reengineering efforts in new genetic engineered high profit drugs R & D and
commercialization( Asian Pacific) strategy
1
Stock investment strategy after drop
mergers:: but both have to face
the increasing competition in the biotech industry Monsanto traded between 33 and
39, AHP will be in the 42 to 51
991104 revision :However, Pharmacia merge Monsanto and Monsanto's
recent Celebrax success has offset it's loss in agriculutral loss, it's stock price
will break 4 8to 65
Biotech Merger OSA experiences
Dr. Warren Huang have developement Over
ten thousands of articificial intelligence, neural net, fuzzy logic,
chaos algorithms based daily global interest rates, currency rates, commodity,
industrial raw matericals, IC and computers hadwares, financial futures, options
prices, corporate profitability and stock prices Operations Simulations Analysis
expert systems, and implemented for US, Asian Pacific, European multinational oil,
petro chemicals, information, biotech industry corporate investment banking,
restructuring, reengineering applications during the last 30 years (These systems have
been recommend by US Hydrocarbon Processing Advanced Control and Information Management,
Productivity and Quality, Process Design & Optimization Handbook during 1991- 1997,
Over 1000 major cos from 65 US, European, Asian Pacific, South American
countries including EXXON, Dupont, BP, Shell, BASF, Aramco, Sinopec, IBM, Merck, Roche,
Rhone-Poulenc etc. In addition to thousands corporate managers contacted 32
OSA based corporate pre and post merger/acquistions restructuring,
reengineering performances analysis )and strategy, tracking, simulate daily US Fed
and global central bankers monetary policy, interest rates, currency, Asian financial
crisis and it's impact on global global commodity, industrial raw materials,
financial futures, options prices, corporate profitability, stock prices. Dr. Huang have
directed over 300 senior graduate biochem, chemical eng. students to develope OSA approach
to molecular, celluar, gentic based human biochem plant simulation, tracking,
simulate, 30 causes and cure of deseases, aging and conventional and biotech drug
developement and performances, and implemented for drug and biotech industry pre and post
merger/acqusition restructuring, reengineer ing and performances improvements simulation,
investment, risk managment for help ing 20 millions global corporate
CEO, finance, import/ export, currency, equities trading, procurement,
marketing managers, investors to take advantage of investment opportunities in last
20 years financial crisis through the joint academic-industry, medical school, Hopsital,
biotech training centers setup, in OSA goal mission, performance oriented OSA
teams directed by Dr. Warren Huang to provide on the job training for biotech
industry corporate managers in pre and post merger/acquisition daily decision
analysis
US weekly Fed and European,
Asian central bankers money supply, fund rate, Asian Financial Crisis, Yen
exchange rate and new product developement impact on daily American Home Products
and Monsanto pre and post mergers performance OSA
Click here for OSA based Biotech Developement and on the job
training centers are available to the biotech industry and biotech security analysts
Detailed analysis, stock investment research reports, simulation chart of the above and other Asian and European biotech corporate merger/acquisition simulation results are available by the order form below. Key Benefits: These BIotech industry pre and post merger/acquistion OSA decision tools and OSA teams management will provide billions dollars cost saving and with improved marketshare and profits and help the global corporate CEO financial, procurement, marketing on the job decisions analysis training in global procurement, investment, marketing strategy, to maximize profit at minimum loss.
Also help investors in global M/A investing.
¡@