Robert's Feed
Jul 2, 2015
via Breakingviews

Healthcare M&A pumped after Obamacare booster shot

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The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

Healthcare M&A is pumping up after an Obamacare booster shot. The U.S. Supreme Court decision last week to uphold President Barack Obama’s landmark reform signals the official start of a race to consolidate. Centene’s $6.3 billion purchase of Health Net gives the insurers an early lead, but bigger rivals like Cigna and Anthem may soon catch up.

Jul 2, 2015
via Breakingviews

Healthcare M&A pumped after Obamacare booster shot

Photo

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

Healthcare M&A is pumping up after an Obamacare booster shot. The U.S. Supreme Court decision last week to uphold President Barack Obama’s landmark reform signals the official start of a race to consolidate. Centene’s $6.3 billion purchase of Health Net gives the insurers an early lead, but bigger rivals like Cigna and Anthem may soon catch up.

Jun 29, 2015
via Breakingviews

SpaceX flameout hardly heralds failure

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The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

Space flight is like the venture capital industry in reverse: Most launches succeed, but a prominent few explode spectacularly, just as SpaceX’s latest attempt did on Sunday. Such mishaps, though, are par for the course in the space business, and Elon Musk’s company remains on the right trajectory.

Jun 25, 2015
via Breakingviews

Palantir’s mystery inflates its $20 bln valuation

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The author is a Reuters Breakingivews columnist. The opinions expressed are his own. 

Palantir’s mystery inflates its valuation. The private data analytics firm backed and beloved by government intelligence is raising $500 million in fresh cash, giving itself a unicorn-busting valuation of some $20 billion. Going public may not be an option for Palantir given its clients and culture. The result is a deepening enigma that may actually feed its potential value.

Jun 25, 2015
via Breakingviews

Palantir’s mystery inflates its $20 bln valuation

Photo

The author is a Reuters Breakingivews columnist. The opinions expressed are his own. 

Palantir’s mystery inflates its valuation. The private data analytics firm backed and beloved by government intelligence is raising $500 million in fresh cash, giving itself a unicorn-busting valuation of some $20 billion. Going public may not be an option for Palantir given its clients and culture. The result is a deepening enigma that may actually feed its potential value.

Jun 2, 2015
via Breakingviews

Corporate divorce expenses matter beyond activism

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By Robert Cyran and Richard Beales

The authors are Reuters Breakingviews columnists. The opinions expressed are their own.

Dis-synergies aren’t just a defense against activist shareholders. Acquisitive corporate chieftains love to talk about synergies from the deals they’re planning while playing down the costs. Meanwhile, managers under pressure to split companies may overstate the negative effects. But they’re still real.

May 21, 2015
via Breakingviews

CVS-Omnicare portends lower doses of pharmacy M&A

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The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

CVS Health’s $10 billion deal for Omnicare portends lower doses of pharmacy M&A. The drugstore’s purchase gives it entrance to nursing homes and expands specialty medicine distribution. But the increasingly concentrated industry is bumping up against antitrust concerns and may have to live with fewer transactions.

May 21, 2015
via Breakingviews

CVS-Omnicare portends lower doses of pharmacy M&A

Photo

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

CVS Health’s $10 billion deal for Omnicare portends lower doses of pharmacy M&A. The drugstore’s purchase gives it entrance to nursing homes and expands specialty medicine distribution. But the increasingly concentrated industry is bumping up against antitrust concerns and may have to live with fewer transactions.

May 18, 2015
via Breakingviews

TPG’s $8 bln drug sale far from generic

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The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

The latest off-patent drug deal is far from generic. With the $8 billion sale of Par Pharmaceutical, buyout firm TPG will generate an outsized return on its investment in three years. Though it’s a rare development, the eagerness of buyers like Endo International means more sellers are bound to benefit.

May 18, 2015
via Breakingviews

TPG’s $8 bln drug sale far from generic

Photo

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

The latest off-patent drug deal is far from generic. With the $8 billion sale of Par Pharmaceutical, buyout firm TPG will generate an outsized return on its investment in three years. Though it’s a rare development, the eagerness of buyers like Endo International means more sellers are bound to benefit.

    • About Robert

      "Robert Cyran, U.S. tech columnist, joined Breakingviews in London in 2003 and moved four years later to New York, where he continues to cover global technology, pharmaceuticals and special situations. Robert began his career at Forbes magazine, where he assisted in the start-up of the international version of the magazine. Before working at Breakingviews he worked as a market researcher and reporter covering the pharmaceutical industry. Robert has a Masters degree in economics from Birmingham University and an undergraduate degree from George Washington University."
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