“It’s not cheap, but nothing comes cheap nowadays”
One of the major talking points at the recent J.P. Morgan Healthcare Conference was Shire’s USD 32 billion takeover of Baxalta, says a portfolio manager who attended. A few specifics of the deal disappointed people while a third point scared them, but Shire chief Flemming Ørnskov is following a sound strategy, he believes.
BY STEFAN SINGH KAILAY
It is the biggest life science deal of the year so far, so Shire’s takeover of Baxalta was naturally a major talking point at this year’s J.P. Morgan Healthcare Conference, says Danske Capital’s senior portfolio manager Claus Henrik Johansen, who returned from the conference recently.
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