PFIZER schluckt WARNER LAMBERT - 500 Beiträge pro Seite

[hugo_1]

Es gibt eine Mega-Fusion im Pharma-Bereich: PFIZER kauft WARNER LAMBERT um rund 84 Milliarden $. Offiziell soll es am Montag werden. Nun, was denkt ihr, hat dies für die Kurse beider Papiere Auswirkungen ? Sollte man am Montag morgen in Deutschland bei einem der Werte einsteigen ? oder bei beiden ? Ist es nicht besser bei der Firma einzusteigen die gekauft wird, in dem Falle Warner Lambert ? Vielleicht kann man ja in Deutschland günstig einsteigen bevor die Aktie in Amerika abgeht wie eine Rakete ! Meinungen ???


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Saturday February 5 5:33 PM ET
Pfizer Nears Mega-Deal for Warner-Lambert
By Patricia Vowinkel

NEW YORK (Reuters) - Pfizer Inc. (NYSE:PFE - news) was expected to announce on Monday a deal to acquire Warner-Lambert Co. (NYSE:WLA - news) for about $84 billion, creating America`s largest drug maker and the world`s No. 2 pharmaceutical giant, sources familiar with the situation said on Saturday.

American Home Products Corp. (NYSE:AHP - news), which had agreed in November to a $58 billion merger with Warner-Lambert, has consented to withdraw in exchange for a $1.8 billion fee, according to the sources, who spoke on the condition of anonymity.

The boards of all three companies were expected to vote by Sunday on a deal that has been three months in the making, the sources said. As with all negotiations, a deal was not guaranteed, they added.

AHP, the maker of the popular pain reliever Advil and the Premarin line of female hormone replacement drugs, also agreed to relinquish its Warner-Lambert stock options, clearing the way for Pfizer to use pooling-of-interest accounting, the sources said.

New York-based Pfizer, the No. 2 U.S. drug company and maker of the anti-impotence drug Viagra, said on Saturday that discussions were continuing, but declined further comment.

Morris Plains, New Jersey-based Warner-Lambert, the maker of Lipitor, a top cholesterol-fighting drug, as well as the decongestant Sudafed and Listerine mouthwash, was not immediately available for comment. Madison, New Jersey-based AHP declined comment.

Industry Consolidation

The global pharmaceutical industry is in the midst of a rapid consolidation, spurred by potential cost savings and the need to spend ever-higher sums on expensive research and development.

Glaxo Wellcome Plc (GLXO.L) and SmithKline Beecham Plc (SB.L) last month agreed to merge in a deal that would form the world`s largest pharmaceutical company. The merger of Pfizer and Warner-Lambert, if approved, would rank in size second behind only the Glaxo-SmithKline combination.

Under the terms of Pfizer`s sweetened offer, it would pay 2.75 shares of Pfizer stock for every Warner-Lambert share, according to people familiar with the situation. Pfizer originally had offered 2.5 Pfizer shares for every Warner-Lambert share.

The new terms value Warner-Lambert at $98.31 a share, based on Pfizer`s closing price on Friday. However, it still was not clear what price would be used in valuing Pfizer`s stock, the sources said.

Warner-Lambert closed Friday at 94-9/16, up 1-1/16, while Pfizer closed at 35-3/4, up 1/8, and AHP closed at 45-1/2, down 2-3/16.

Pfizer also was expected to offer some board seats to Warner-Lambert, but it was unknown what role Warner-Lambert Chairman and Chief Executive Lodewijk J.R. de Vink would assume, the sources said.

Pfizer also was expected to offer jobs to some other top Warner-Lambert executives, the sources said.

Another Failed Marriage

For AHP, it would be the third time in two years that it has failed to reach the altar with a prospective merger partner.

But Wall Street already has begun speculating about a new corporate marriage partner for AHP, which may begin to look more attractive in coming months as it resolves uncertainty over its diet drug liability and moves to sell its anemic crop-protection business.

AHP`s deal with Warner-Lambert began to unravel quickly. Just hours after they announced their planned merger in early November, Pfizer stunned the industry by making an unsolicited bid for Warner-Lambert.

At the heart of the battle has been the blockbuster cholesterol drug Lipitor, one of the industry`s fastest-selling drugs. Pfizer has had an agreement jointly to market Warner-Lambert`s Lipitor since its launch in 1997.

The drug notched sales of $3.7 billion in 1999 and could be on its way to becoming the world`s first $10 billion-a-year medicine.

``I have to look at Pfizer owning Warner-Lambert as an accident,`` Neil Sweig, a Ryan, Beck analyst, said earlier in the week.

``It`s only because of AHP`s action and Lipitor,`` he said. ``Pfizer had zero interest in a giant acquisition. But Lipitor was just too important.``

[RuessTh]

Hallo,

ich denke die Kombination Pfizer+Warner-Lambert wird eine der Top Addressen im internationalen Pharma-Markt. Langfristig sollte sich eine Investition in Pfizer auf jeden Fall rechnen. Ich denke auch die Reibungsverluste sollten nicht so sehr gross sein, da beide Firmen schon seit längerem sehr erfolgreich zusammenarbeiten.

Viel Erfolg.

PS: Bin selber seit ca. 8 Monaten bei Pfizer investiert

[Mant]

Hallo!

Die Kooperationsabsicht von Warner Lambert ist seit längerer Zeit bekannt. Somit ist bei einem geplanten Invest Panik, wie immer, nicht angebracht.
Der Kursverlauf der letzten Monate ist sehr zufriedenstellend. Vorher gab es eine kleine Pause.
Leider schaffe ich es nicht, Charts hier reinzustellen. Kurse in US$: 1. 1. 92 12,80; 1. 1. 95 12,62; 1. 1. 98 41,64; 1. .1 99 75,19; 1. 1. 00 81,94; 4. 2. 00 94,56.
Solltest Du auf der Suche nach einem aussichtreichen Pharmatitel sein, kann ich Warner Lambert empfehlen.
Interessant ist zusätzlich die Aktivität im Biotechbereich. Aber auch Produkte wie Wilkinson oder Trident-Kaugimmi kommen aus diesem Haus.
Warner Lambert kann man spesengünstig in Deutschland erwerben.
Gruss. Mant.

PS Ich bin selber schon längere Zeit in Warner Lambert investiert, als Langzeitinvestor.