Tuesday, April 29, 2014

Q1 2014 A Little Better Than Forecast -- Now We Wait -- For Word From Boston


I expect to hear about Consumer Health later this morning -- but off grid until 10:15 AM EDT...

So do check Google News for Merck updates. . . .

. . . .GAAP EPS beat by $0.09. . . .


Do see my comments regarding Pfizer being a net seller... then, since we have no announced deal on Consumer Health. . . . I'll note that the rumor sheets suggest Bayer AG may offer to swap assets with Merck to win the deal -- handing over $1.8 billion in Animal Health assets. We shall see.

2 comments:

Anonymous said...

you did see this, no?
http://www.reuters.com/article/2014/04/28/us-reckittbenckisergp-idUSBREA3R11520140428

Anonymous said...

not to be outdone:
http://www.reuters.com/article/2014/04/29/merck-co-bayer-idUSL2N0NL1WI20140429