It makes sense because both Merck and Schering are too small to compete. Sentiment is good for mergers and acquisitions at the moment.
Alexander Groschke
The dividend is a clear disappointment, that's a negative signal. Operating profit was also disappointing. They paid more for marketing and research and development than we anticipated.
negative disappointment development marketing profit research
This is the right market to access for an Indian company. The market is saturated with branded generics. You can build from scratch, but that takes forever.
market company forever indian
The pressure for consolidation is unavoidable and has gained new momentum.
pressure
The share price can only be explained by takeover speculation.
share price
moment sense good small sentiment
The basic problems of an empty pipeline and a difficult partner search remain.
problems search difficult empty
A lot of the blockbuster products will lose their patents soon, so the companies are milking them for what it is worth. Of course everybody would rather have a young pipeline, but that is easier said than done.
worth products lose young
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