tag:blogger.com,1999:blog-4241416962008169508.post5157013321754242188..comments2024-03-29T06:40:19.495-04:00Comments on Just A Life Sciences Blog...: Calling All FTC and DoJ Antitrust Lawyers. . . . "Clean-up, on [Clayton Act] Aisle 7!"Unknownnoreply@blogger.comBlogger16125tag:blogger.com,1999:blog-4241416962008169508.post-19279806659440838902010-02-04T19:00:27.407-05:002010-02-04T19:00:27.407-05:00My latest speculation, here.
NamasteMy <a href="http://shearlingsplowed.blogspot.com/2010/02/i-cant-be-sure-my-calendar-count-is.html" rel="nofollow">latest speculation, here</a>.<br /><br />NamasteCondorhttp://shearlingsplowed.blogspot.comnoreply@blogger.comtag:blogger.com,1999:blog-4241416962008169508.post-5395136144600667582010-01-25T10:05:25.277-05:002010-01-25T10:05:25.277-05:00The information here is great. I will invite my fr...The information here is great. I will invite my friends here.<br /><br />ThanksAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-4241416962008169508.post-65994768452853868102010-01-21T22:39:24.514-05:002010-01-21T22:39:24.514-05:00What is up with this situation?What is up with this situation?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4241416962008169508.post-2152494920193740112009-10-30T00:15:11.125-04:002009-10-30T00:15:11.125-04:00Sorry -- I just realized this thread has been offl...Sorry -- I just realized this thread has been offline -- lost in the drafts stack, for a while.<br /><br />'Tis back -- Great "<i>Tonto</i>", BTW!<br /><br />NamasteCondorhttp://shearlingsplowed.blogspot.comnoreply@blogger.comtag:blogger.com,1999:blog-4241416962008169508.post-61525581245009044402009-08-13T20:12:55.620-04:002009-08-13T20:12:55.620-04:00OK, my best Tonto.
Comp-et-ition between BI, Meri...OK, my best Tonto.<br /><br />Comp-et-ition between BI, Merial, Intervet, Bayer, Elanco, Pfizer - good! Comp-et-ition between Merial/Intervet, Pfizer - bad.<br /><br />Think the FTC can figure that out?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4241416962008169508.post-9401935281789914772009-08-12T22:15:26.105-04:002009-08-12T22:15:26.105-04:00There was considerable overlap of products between...There was considerable overlap of products between SP and Intervet -- poultry, cattle, dog and cat bio lines, swine vaccines, cattle implants. Problems with the FTC were anticipated; did not happen in the US -- had to divest a couple poultry vaccines. SP has now discontinued most of the over-lapped products. Will be even more if a SP/Intervet/Merial merger happens. If forced to divest, will cherry-pick from the lines, which makes the divested products less viable in the marketplace. Think anybody at the FTC actually knows anything about real-world business?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4241416962008169508.post-33987361651209321112009-08-12T17:08:05.378-04:002009-08-12T17:08:05.378-04:00The overlap in the US and EU between Merial and In...The overlap in the US and EU between Merial and Intervet/SPAH is huge. This was not the case with Intervet and SPAH prior. This combo would destroy 3,000 jobs in the US/EU and allow one company to control 38% of the AH market. <br /> <br />When will the FTC just say "NO"?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4241416962008169508.post-47017844504256082052009-08-12T10:31:39.114-04:002009-08-12T10:31:39.114-04:00Considering how little the FTC required SP to dive...Considering how little the FTC required SP to divest in combining the SP and Intervet animal health businesses -- and it was essentially nothing, which surprised even the insiders -- perhaps bodes well for Merck and Sanofi to pull-off their scheme with minimal divestiture. Absolutely nothing good for the consumer is coming out of any of these deals -- less competition, less innovation, fewer choices (as similar products are eliminated), poorer customer service, and (probably) higher prices are the results. The FTC has not been doing its job.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4241416962008169508.post-54667569407298120672009-08-07T17:59:02.153-04:002009-08-07T17:59:02.153-04:00Um, well, a "logo that is, no more" -- I...Um, well, a "<i>logo that is, no more</i>" -- I guess that's particularly apt, no?<br /><br />I mean <a href="http://www.intervet.com" rel="nofollow">Intervet.com</a> returns the familar Schering-Plough crimson over cream logo, at present. . . . which, by mid 2010, will likewise "<i>be, no more</i>".<br /><br />Seriously, thanks.<br /><br />I didn't know. But the varying greens still appear in Merial/Merck's logos -- and a pale blue dominates the logo of Sanofi-Aventis. . . . <br /><br />So, in the words of Tim Gund, "I made it work" -- as best I could.<br /><br />Do stop back.<br /><br />NamasteCondorhttp://shearlingsplowed.blogspot.comnoreply@blogger.comtag:blogger.com,1999:blog-4241416962008169508.post-38354658371474687292009-08-06T20:26:35.573-04:002009-08-06T20:26:35.573-04:00Just FYI, you're using an old Intervet logo. T...Just FYI, you're using an old Intervet logo. The swoosh is no more. Nor is the green color scheme.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4241416962008169508.post-17003565380274789662009-08-04T18:16:44.690-04:002009-08-04T18:16:44.690-04:00Merck can sell their Merial interest and that'...Merck can sell their Merial interest and that's pretty much done. If they had sold Intervet, there would have been much more work required post-closing, because Intervet would have to transition the business to the buyer.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4241416962008169508.post-90452175059373282232009-08-03T23:04:55.997-04:002009-08-03T23:04:55.997-04:00I just don't understand Merck's position o...I just don't understand Merck's position on not selling all of intervet outright to a third party. that would have been the path of least resistance and the way to preserve competition. But does anyone at Merck care?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4241416962008169508.post-16580621974212109182009-08-02T23:28:02.109-04:002009-08-02T23:28:02.109-04:00The auction did have other viable options -- there...The auction did have other viable options -- there was a potential purchaser of ISP "in the wings" if Sanofi walked. But clearly the divestiture of Merck's interest in Merial was the path of least resistance in getting FTC approval. And if Sanofi insisted on an option that -- in my opinion -- has little or no chance of being approved, there's really no skin off Merck's nose. <br /><br />To Namaste's point about control. I'm cautiously optimistic that with the Merial piece gone, the overall transaction will close sooner than he expects. Perhaps as early as late October/early November. That will greatly reduce the period of time that Merial will have "de facto control" ISP. <br /><br />But then again I've been wrong all over this deal before.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4241416962008169508.post-64978426186689906592009-08-02T19:55:08.391-04:002009-08-02T19:55:08.391-04:00Two observations: the theory holds that Sanofi wil...Two observations: the theory holds that Sanofi will divest anything the EC or FTC tells it to. The reality -- I think -- will be that Sanofi will NOT get all of Intervet, either because it just hobbles Intervet, as above, and moves on --or, the antitrust authorities force major divestitures.<br /><br />Second, in any event, IF Sanofi exercises its $9.25 billion option, New Merck will get HALF of whatever remains after the antitrust authorities have their say.<br /><br />Even so, the larger point you make is solid: why should this be okay?<br /><br />I wonder whether "the auction" essentially generated no other viable options -- for Merck/Schering-Plough.<br /><br />Namaste -- do stop back.Condorhttp://shearlingsplowed.blogspot.comnoreply@blogger.comtag:blogger.com,1999:blog-4241416962008169508.post-20307594976399214222009-08-02T17:05:16.796-04:002009-08-02T17:05:16.796-04:00Can you please explain how Sanofi-Aventis could be...Can you please explain how Sanofi-Aventis could be allowed to wholly own both animal health units? I thought the whole reason that SP-Merck had to divest was so that they did not control too much of the animal health market. How is Sanofi owning both companies any better than Merck owning both?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4241416962008169508.post-73645415648405983032009-08-02T14:27:51.300-04:002009-08-02T14:27:51.300-04:00Where’s Teddy Roosevelt when you need him?
The co...Where’s Teddy Roosevelt when you need him?<br /><br />The company by company global animal health sales chart fits nicely into a one page well spaced bar chart. And this is before the Schering/Intervet merger.<br /><br />Merck had their backs against the wall and I don’t think they want the Super-Merial to ever come into existence (but they obviously can’t lobby against it). They need some type of hedge against their often misguided human business.<br /><br />Let’s not forget that animal health is a major factor in the safety of our food supply. Check out Intervet’s New Circovirus, and Bluetongue products for an example. By the way, this statement does not reference the small animal or equine teams).<br /><br />Less/No competition, diminished research, lost jobs in an already lean market. God help us all if this crackpot deal goes through.Anonymousnoreply@blogger.com