If that were the plan, wouldn’t it make more sense for Roche to move on ACHN first and then go after ANDS later?
Well, ACHN has recently stated that they're not interested in a near-term takeout as they want to create more value for the company. I think that means, at a minimum, they want to get the full Phase 2b data for ACH-1625 at the end of this year. But, I think it's likely that they also want to have Phase 1 PoC in-hand for ACH-2684 and both of their NS5A inhibitors before they consider the possibility of a takeout. To take it a step further, ACHN might even want to wait until they have Phase 1 PoC for one of their in-house PI/NS5A combos.
Roche Seeks ‘Targeted Acquisitions,’ Not Abbott-Sized Deal
By Naomi Kresge - Oct 21, 2011 5:51 AM CT
Roche Holding AG (ROG) will continue to pursue a strategy of “targeted acquisitions” to complement its existing portfolio and isn’t seeking a mega-merger, Chief Executive Officer Severin Schwan said today.
“We’ve focused on smaller, bolt-on acquisitions,” Schwan said in an interview in Frankfurt after being asked whether an acquisition of a portion of Abbott Laboratories (ABT)’ business is attractive. “That’s how I see us continuing in our M&A strategy. We are not interested in mega-mergers. We are interested in very targeted acquisitions which complement our technologies and portfolios.”
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