UPDATE: Sanofi Sees 3%-4% To EPS Growth From Merial In '14
July 30 2009 - 4:40AM
Dow Jones News
Drug company Sanofi-Aventis (SNY) Thursday said its purchase of
Merck's (MRK) Merial stake should add 3% to 4% growth of adjusted
earnings per share, excluding selected items, in 2014.
Speaking in a conference call with analysts and journalists,
executives said the figure was an estimate, and that they hadn't
finished evaluating the potential of the deal.
Sanofi Thursday said it's acquiring the other half of its
joint-venture animal health business Merial, and has an option to
combine the business with Schering-Plough's (SGP) Intervet as it
seeks secure new sources of future revenue growth.
Faced with looming patent expiries on a number of key drugs that
generate much of the company's revenues, Sanofi is scrambling to
find new areas of growth. Its latest acquisition spree has been
focused on generic drug makers and emerging markets.
Sanofi said it will spend $4 billion to buy the 50% it doesn't
already own in Merial Limited, an animal health joint venture with
its U.S. competitor Merck & Co. (MRK).
Merck, which is merging with Schering-Plough Corp. (SGP), was
expected to sell off some animal health assets to get backing from
antitrust regulators on the merger, and Sanofi had expressed
interest in taking over the business.
The deal includes an option for Sanofi to merge Merial with
Schering-Plough's animal health business Intervet once Merk and
Schering-Plough merger is completed. A combined Merial-Intervet
would be 50% owned by Sanofi, and form the largest global animal
health company, Sanofi said.
The deal was "highly anticipated by the market and we do not
expect that it will be a significant driver of Sanofi's share price
in the near term given the mild accretion to earnings per share,"
said Jeffrey Holford, analyst with Jefferies International, in a
research note. He rates the shares hold.
At 0900 GMT, Sanofi shares traded down 1.2% or down EUR0.57 at
EUR46.55.
Sanofi executives said Thursday in a conference call that the
deal will likely add around 3% to 4% to the group's adjusted
earnings per share, excluding selected items in 2014.
If Sanofi decides to pursue a Merial-Intervet combination, the
effort would not hinder Sanofi executives from pursuing other
mergers, Sanofi Chief Executive Christopher Viehbacher said
Thursday, referring to the time Sanofi executives would have to
spend on the project.
"This won't compromise our ability to pursue other targets," he
said.
Sanofi-Aventis said the acquisition values Merial three times
its 2008 sales and 10.2 times its Ebit, or earnings before interest
and taxes. Merial sales were $2.6 billion in 2008.
"The deal is not overly excessive," said Tero Weckroth, analyst
with Kepler Capital Markets, referring to the price. We welcome the
acquisition as a solid long-term move," Weckroth added. He rates
shares buy.
The sale of Merck's stake in Merial is subject to clearance by
the European antitrust authorities.
Company Web site: http://www.sanofi-aventis.com
(Gabriele Parussini contributed to this report)
By Mimosa Spencer, Dow Jones Newswires; +33 1 40 17 17 73;
mimosa.spencer@dowjones.com