FINWIRES · TerminalLIVE
FINWIRES

オルガノン社、サン・ファーマシューティカル社による117億5000万ドルでの買収に合意

By

-- ヘルスケア企業のオルガノン(OGN)の株価は、インドの製薬会社サン・ファーマシューティカル・インダストリーズによる企業価値約117億5000万ドルの全額現金による買収に合意したことを受け、月曜日の取引開始直後に急騰した。 両社は日曜日に共同声明を発表し、オルガノンの株主は取引条件に基づき、1株当たり14ドルの現金を受け取ると述べた。オルガノンの株価は、直近のプレマーケット取引で15%上昇した。 オルガノンのキャリー・コックス最高経営責任者(CEO)は声明の中で、「戦略的選択肢を包括的に検討した結果、取締役会はこの全額現金による買収がオルガノンの株主にとって魅力的かつ即時的な価値をもたらすと判断しました」と述べた。「サン・ファーマは、オルガノンの事業、従業員、そして世界中の患者を支援する上で、非常に有利な立場にあると確信しています。」 女性の健康に特化したオルガノンは、製薬大手メルク(MRK)から分離独立し、2021年に設立された。 規制当局の承認とオルガノンの株主の承認が必要となるこの買収は、来年初めに完了する見込みだ。サン・ファーマのマネージングディレクター、キルティ・ガノルカー氏は、「今回の買収は、サン・ファーマのグローバル事業強化に向けた論理的な次のステップです。さらに、今後数年間で大幅な収益増が見込まれるなど、シナジー効果が期待できます」と述べています。 サン・ファーマは、手元資金と銀行からの融資を組み合わせることで、今回の買収資金を調達する予定です。同社は、今回の買収によってバイオシミラー市場への参入が可能になると見込んでいます。 オルガノンは、12月31日を期末とする会計年度において、売上高62億2,000万ドル、金利・税金・減価償却費・償却費控除前調整後利益(EBITDA)19億1,000万ドルを計上しました。2月には、オルガノンは当年度の売上高を62億ドルと予想しており、ファクトセットが調査した5人のアナリストは61億5,000万ドルと予測しています。

Related Articles

Australia

Microsoft's Amended Agreement With OpenAI a 'Net Positive,' Wedbush Says

Microsoft's (MSFT) amended agreement with OpenAI is a "net positive" as the company locks in a six-year intellectual property control over OpenAI's technology and maintains a significant share of OpenAI, Wedbush Securities said in a note Monday.The agreement represents an important moment for Microsoft as it looks to develop tech independence from OpenAI, while building its Copilot assistant and leveraging AI models from Anthropic in its 365 tools, the brokerage said.Under the new deal, Microsoft will continue to hold a license to OpenAI technology through 2032, although the license is no longer exclusive, according to the note. Microsoft will no longer pay a revenue share to OpenAI while revenue share payments from OpenAI to Microsoft will continue through 2030 at the same percentage, subject to a total cap, Wedbush said.The amended agreement also puts OpenAI on a "strong path forward" amid its upcoming initial public offering, giving it a clearer opportunity in the cloud environment while reducing barriers from its original partnership with Microsoft, the brokerage said.Wedbush maintained its outperform rating on Microsoft with a $575 price target.Price: $422.15, Change: $-2.45, Percent Change: -0.58%

$MSFT
Mining & Metals

MediPharm Labs Says "Welcomes" Implementation of U.S. Final Order Cannabis Rescheduling

MediPharm Labs (LABS.TO) "welcomes" the implementation of the U.S. final order rescheduling certain cannabis products from Schedule I to Schedule III of the Controlled Substances Act, it said Monday.The order, which took effect April 22, recognizes the medical use of cannabis and is anticipated to materially reduce barriers to U.S. clinical research and pharmaceutical development, the company noted."The order is expected to accelerate U.S. research by enabling access to standardized medical-grade cannabis from registered suppliers," said the company in a statement. "For MediPharm Labs, this could mean an expanded pipeline of U.S. researchers and pharmaceutical companies advancing clinical trials and evaluating compliant active pharmaceutical ingredient ("API") suppliers."The order also "creates a clearer regulatory pathway" for FDA-approved drug products containing cannabis, which is directly aligned with MediPharm Labs pharmaceutical manufacturing strategy, it said.Shares of the company were last seen up $0.01 to $0.07 on the Toronto Stock Exchange.Price: $0.08, Change: $+0.01, Percent Change: +15.38%

$LABS.TO
Commodities

EU Sees Stable Gas Supply, Monitors Oil Markets Amid Hormuz Risks

European Union officials said gas storage remains near targets with 80% seen as sufficient for winter, while oil markets face risks from Hormuz disruptions, the European Commission said Friday.Experts from the European Commission, EU countries, and the International Energy Agency met to assess supply security as the Middle East conflict entered its third month.The Gas Coordination Group said supply conditions remain stable, with storage levels only slightly below pre-crisis averages despite ongoing geopolitical tensions.Officials said reaching 80% storage by the end of summer would adequately secure winter demand, according to the commission.EU countries are balancing storage refilling with economic considerations and have not introduced additional interventions so far, it said.Countries can activate regulatory flexibility in a timely manner if they fail to meet storage targets under EU legislation, officials said.The Oil Coordination Group is implementing actions under the April 22 AccelerateEU plan and introducing a Fuel Observatory to track supply, stocks, imports, and exports, the Commission said.Energy ministers mandated the European Commission at the extraordinary Transport, Telecommunications and Energy Council meeting on March 31 to collect national data on stocks and market conditions.The European Commission is using the collected data to build an EU-wide regional assessment of supply conditions and market developments, it said.Current data shows jet fuel supplies can meet demand, but a prolonged Strait of Hormuz closure could disrupt markets in the coming weeks and months, the Commission added.The European Commission will use the collected data to guide coordinated EU actions, including potential stock releases already committed under the IEA's collective response framework, it said.The European Commission will keep assessing impacts, coordinate actions, and stay in close contact with EU countries, the IEA, and market participants, the Commission added.