4th UPDATE: Roche Seals $46.8 Billion Genentech Deal
March 12 2009 - 6:10AM
Dow Jones News
Swiss drugmaker Roche Holding AG (ROG.VX) said Thursday it
sealed a friendly deal with Genentech Inc. (DNA) to buy the 44% of
the U.S. biotech company that it doesn't already own for around
$46.8 billion, after raising the offer price to $95 a share.
Roche, based in Basel, said it expects the transaction to be
accretive to earnings in the first year after closing. Roche
already has the financing for the deal in place after it
successfully placed a number of bond offerings in various
currencies, raising nearly $40 billion in the process.
The agreement ends a nearly eight-month battle, in which
Genentech repeatedly rejected Roche's offer.
Last Friday, Roche increased the offer price to $93 a share. The
higher offer brought Genentech's independent board of directors to
the table, with intense merger talks starting Saturday, Roche
Chairman Franz Humer told reporters on a conference call
Thursday.
The agreement finally reached is for a slightly higher price of
$95 a share. Roche will amend its existing tender offer to reflect
the increased price. The expiration date for the offer is March
25.
"We believe this is a fair offer for Genentech shareholders,"
said Charles Sanders, chairman of a special committee of
independent Genentech board members in a statement. "We look
forward to working with Roche to complete the transaction as
expeditiously as possible."
Roche already once owned all of Genentech, when it had acquired
the then-small U.S. biotech firm in 1990 for $2.1 billion. But the
Swiss drugmaker reduced its stake to 56% in several steps a decade
later.
The close collaboration with Genentech has been key to Roche's
success in recent years, with all of the Swiss company's
best-selling cancer drugs emerging from the California-based
biotechnology company's lab.
The deal comes hard on the heels of Merck & Co's (MRK) $32.6
billion agreement to acquire Schering-Plough Corp. (SGP) and
follows Pfizer Inc's (PFE) $68 billion January agreement to take
over Wyeth (WYE).
The spike in drug sector M&A activity occurs when share
prices of many pharmaceutical companies are being seen as
undervalued by many players after the past year's sharp declines,
despite the sector's often lauded defensive character in times of
turmoil.
Still, with their strong cash-flows and balance sheets,
top-rated drug companies find it easy to raise cash to finance
deals. The sector's M&A activity also reflects the fact many
big drugmakers face losing top moneyspinners as best-selling
products lose patent protection.
Roche Thursday said its combination with Genentech should
generate annual pre-tax cost synergies of approximately $750
million to $850 million. Synergies will be driven by reducing
complexity and eliminating duplicative functions and processes in
areas like late stage development, manufacturing, corporate
administration and support functions, Roche said.
Roche Chairman Humer stressed that job cuts aren't in focus.
"The objective is not to walk in and cut jobs, the objective is
to make one of the most effective companies in research," he told
reporters.
The agreement comes around a month before publication of a key
study on cancer dug Avastin, examining the drug's potential in
treating early-stage colorectal cancer. If successful, sales of
Avastin should soar, analysts say.
Chief executive Severin Schwan had told shareholders that
driving the integration of the two companies will be Roche's main
goal this year, after the merger has been completed.
Although analysts welcomed the deal, which is ending months of
uncertainty, Roche shares traded lower because Rituxan, its
best-selling drugs, had failed to meet the primary goal in a study
that investigated its potential in treating lupus nephritis.
At 1015 GMT, Roche shares were down CHF4, or 2.8%, at CHF141.40,
underperforming the European healthcare sector which was up
0.1%.
Company Web site: www.roche.com
-By Anita Greil, of Dow Jones Newswires; +41 43 443 8044;
anita.greil@dowjones.com