Shire Share Discussion Threads

[ny boy] 05/4/2018 08:55

Bidders will be forced to make a move soon after the very bullish US indicies moves yesterday, or they will ended up paying more

[philanderer] 05/4/2018 08:41

Hot money coming in ;-)

[ruethewhirl] 05/4/2018 03:28

Takeda share price now back to where it was pre-announcement.

[philanderer] 04/4/2018 23:16

Pharmaceutical takeover target Shire rallied to a fresh three-month high, advancing 92.5p to £36, as shareholders await an official bid from Japanese peer Takeda, which revealed its interest in the embattled FTSE 100 company last week.

[mbmiah] 04/4/2018 18:00

See what happens tomorrow....looks as though somebody else is lurking around and may have to admit to a potential bid

[ny boy] 04/4/2018 15:48

Not long before these get taken out for over £45.00 a share imho

Watch this space, going up when the markets are a sea of red bodes well

[philanderer] 04/4/2018 13:09

UBS takeover comment yesterday here..

[philanderer] 04/4/2018 12:54

Markets in Death Cross. 🙄

[philanderer] 04/4/2018 08:38

C'mon you SOAB.

Morning all. 😀👍🏼

[karateboy] 03/4/2018 23:15

In Feb SHP said they are well underway to create two divisions. One rare disease division and the other neuroscience division. SHP also said that alongside this they are active in optimising their portfolio within each division and it is aniticipated this to lead to some opportunities for disposals. This to me means they are not planning to spin off these divisions at the moment. They inially want to dispose any portfolio which is not core portfolio for these two divisions . Hower in future having created 2 divisions they may decide to spin them off.

[ruethewhirl] 03/4/2018 20:05

Yes - and spin out was supposed to be happening now anyway.

[romeike] 03/4/2018 15:13

I suspect any takeover/merger will involve a spin out/separate listing for the Neuroscience division. This would enable Takeda to swallow Shire at a price it can just about afford (44-49), taking advantage of the temporarily high yen while they still can. It looks like there is strategic imperative behind the deal for Takeda which could support a better than expected bid. Shire's average share price of the last 12 months is also significantly higher than its current price.

[ruethewhirl] 03/4/2018 09:53

Ha ha. Only shire.

Down 2% when officially in play and with a potential bidding war mooted.

That being said, more likely than not to finish up 2% or more.

[philanderer] 03/4/2018 08:39

HSBC. 'Hold'. Reiterates

[philanderer] 02/4/2018 21:02

Ftse futures - 50pts at US close

Ah, so US down due to new trade war worries with China and continuing tech sell off

[philanderer] 02/4/2018 17:18

WTF has happened to the US again. -600pts

[karateboy] 01/4/2018 22:22

Clatter, All the items are factual. Just because you don't know them, it doesn't make it less factual.

[ruethewhirl] 01/4/2018 21:41

Whatever happens, it will be an entertaining week ahead.

I don't think Takeda will be requiring the full month time limit on their decision.

[cflather2000] 01/4/2018 21:11

A lot of that was subjective and not 'what we know' but what you think

[elrico] 01/4/2018 19:30

Buywell - I have just watch a documentary on Amazon prime, "Speed Demons: Dying For Attention." 2018

It explores why a popular honours graduate became an unlikely campus gunman at Florida State Uni, and embarks on a cross country to investigate the metamorphosis of a respected prosecutor turned mass shooter. It links SHP's flagship ADHD drug, Vyvanse and the drugs links to psychotic episodes and subsequent pattern of murders committed by people on ADHD drugs and the apparent cover up by the FDA.

[karateboy] 01/4/2018 12:21

Let's summarise what we know and what happens if take over is successful:
1. In 2014 a $54b takeover of SHP by Abbvie was called off due US tax rule. Is Abbvie still interested?
2. In 2016 SHP paid $32b for Baxalta..share price decline started then. However current share price does not give any value to this take over.
3. SHP and Tekeda combined will creat one of the biggest Pharma with revenue of $30b . I wonder if other big Pharma will let this to happen. So if Takeda makes the move, I believe other big Pharma may join the bid...
4. Takeda has no block buster drug in the pipeline, SHP has.so it may make sense for Takeda to take SHP over.
5. Takeda research centre is close by to SHP research centre in the USA...saving here...
6. Takeda CEO is ex big Pharma executive . He wants to run a big Pharma not just medium size Takeda.

Interesting time ahead.