EISid18, I don't agree.
Read the HALO annual reports. Their production dependencies (Cook, CDMO and now CDMO, Cook) is a recurrent mentioned liability. Furthermore HALO wants to invest its money in new activities said their CEO. HALO has a shares buy-back program and therefore will certainly have reasonable space for a good X CDMO for Y HALO.
For HALO this wouldn't just be an acquisition, it would be a major reduction in manufacturing risk by controlling it. Furthermore, they have ZERO transition start-up problems, all their production (except for clinical trials) is already with CDMO and FDA approved.
And HALO would have an immediate extra business case, namely the possibility to move the remaining Catalent production to CDMO. That is again an even bigger risk reduction because the passed has shown that Catalent/Cook was the failing link with many problems.
And now Catalent is AGAIN in all kinds of technical trouble. If they would buy CDMO then I sell the day after. If HALO buys CDMO I'd see if I can buy a soccer team that can win matches, like Morocco :)
AIMO
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