Genmab — September 2015
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On Sept. 10, we held an investor meeting with Johnson & Johnson’s Chief Executive Alex Gorsky and Chief Financial Officer Dominic Caruso. At the meeting, management discussed industry consolidation and its potential impact, the merger and acquisition (M&A) environment, Johnson & Johnson’s growth outlook and strategy across its business segments, and emerging markets (EM).
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Our key takeaways include: 1) Johnson & Johnson does plan to put its sizeable balance sheet to work for M&A and would leverage its borrowing capacity for the right deal at the right value; 2) Johnson & Johnson aims to grow each business segment organically faster than the market in which it competes; 3) there is a clear strategy to leverage scale and innovation to grow in targeted medical device segments; 4) management believes that biosimilar risk is weighing too much on investor sentiment; 5)
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Patience is a virtue -- we continue to see the potential for Johnson & Johnson to do a large deal. With $34 billion in cash, significant borrowing capacity and Synthes integration now completed, we believe that Johnson & Johnson is moving closer to do larger M&A deals.
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Tak Budweis.
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Dara har det alle går efter. Super effektiv og super bivirkningsprofil. Forsøgene udvides til det dobbelte næste år i nye indikationer. Hvis prekliniske data støtter formodningen om effekt i andre indikationer så er der god sikkerhed/sandsynlighed for, at der pgså skal sættes værdi på disse indikationer. Duobodies vil også repræsentere en ikke uvæsenlig værdi. Janssens har nu 11 duobodies i gang. Vi har ingen melding på at et eneste af disse er droppet. Nvovartis har investeret store summer ...
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