《財(cái)富》水晶球:2014全球大事預(yù)測(cè)
????麥克森公司將購(gòu)買Rite Aid公司 ????高居《財(cái)富》美國(guó)500強(qiáng)排行榜(Fortune 500)第14名的公司將收購(gòu)位列第113名的公司,。仿制藥行業(yè)已經(jīng)迅速地整合鞏固,這個(gè)行業(yè)主要的分銷商麥克森公司( McKesson Corp)正在尋求新的投資目標(biāo),。但就在這家公司在歐洲掃貨之際,,它的美國(guó)競(jìng)爭(zhēng)對(duì)手捷足先登,紛紛與排名前兩位的美國(guó)連鎖藥店運(yùn)營(yíng)商沃爾格林( Walgreen)和CVS達(dá)成收購(gòu)協(xié)議,。分析師表示,,作為剩下的局外人,公司(Rite Aid)與麥克森公司有可能結(jié)為連理,?!叭绻沂莵?lái)愛(ài)德的話,看到最大的兩個(gè)競(jìng)爭(zhēng)對(duì)手在仿制藥零售領(lǐng)域攜手獲得了更好的交易,,我或許會(huì)嘗試跟進(jìn),,”FBR資本市場(chǎng)公司(FBR Capital Markets)的湯姆?加盧奇這樣說(shuō)道。麥克森已經(jīng)否認(rèn)了該公司有收購(gòu)美國(guó)零售商的意向,,但同時(shí)又說(shuō),,它“似乎是最合乎邏輯的合作伙伴,”如果不是徑直收購(gòu)的話,。 ????概率: 20%,。 |
????McKesson will buy Rite Aid ????No. 14 on the Fortune 500 buys No. 113. The generic-drug industry has been quickly consolidating, and major distributor McKesson Corp. (MCK, Fortune 500) is pursuing new ventures. But while it went shopping in Europe, its American competitors called dibs on the top two U.S. pharmacy chains, striking purchasing deals with Walgreen (WAG,Fortune 500) and CVS (CVS, Fortune 500). The odd men out, Rite Aid (RAD, Fortune 500) and McKesson, could become bedfellows, analysts say: "If I'm Rite Aid, seeing two of my biggest competitors partnering up for better deals on generics, I might be motivated to try and keep up," says Tom Gallucci of FBR Capital Markets. McKesson has denied interest in a U.S. retailer, but "seems like the most logical partner," he says -- if not outright buyer. ????Odds: 20%. |