分享

赛诺菲致Medivation:一封情意绵绵的招安书

 医药魔方 2020-11-06

赛诺菲还没把Medivation娶进门,一群人就摆着要把双方婚事搅黄的架势来闹洞房了。前有阿斯利康打算横刀夺爱(见:阿斯利康要$100亿收了傲娇的Medivation?),后有大辉哥猎艳之心不死(见:戏言 | 大辉哥撞碎了艾尔建的玻璃心)。据说还有Gilead、Amgen、诺华等一票“流氓”在旁边摩拳擦掌吹口哨准备随时扑上去……结果是,赛诺菲装有93亿美元支票的小皮箱都没打开就被甩了出来。

Medivation在围观哄抢之下却愈显娇媚,股价从2月8日27.32美元的低点扶摇直上,蹭蹭蹿至5月4日收盘时的59.06美元,眼看市值轻轻一跃就会再次突破100亿美元大关!

灰头土脸又对Medivation无法割舍的赛诺菲倍感无奈,5月5日在自家官网上给Medivation董事会写了一封情(wei)意(bi)绵(li)绵(you)的招安书,期望能让心上人回心转意!

Dear Members of the Board of Directors,

Medivation董事会的各位大大:

Since we publicly disclosed our proposal to acquire Medivation, we have had extensive conversations with your top shareholders. We believe there is overwhelming support by your shareholders for a transaction. Absent our proposal, we believe that the Medivation shares would be trading in the $30’s. Medivation traded at $27 per share less than three months ago, and our proposal is almost a 100% premium to that price. It is over a 50% premium to average trading prices prior to there being takeover rumors.

在对Medivation公开示爱后,我马上就向你们家里的几位大股东充分展示了诚意,我觉得他们对我还是蛮有好感的。3个月前的Medivation还是一个贴着27美元草标的灰姑娘,但我对她是真爱,所以我给出了相比当时股价近乎100%的收购溢价。即便那几个浪荡公子的假意哄抢让Medivation身价暴涨,我们相比近期平均股价所给出的超过50%的收购溢价也是很有竞争力的。

I want to reiterate our preference to engage with you to negotiate a transaction. We believe immediate engagement would be in the best interests of your shareholders as it would enable them promptly to realize substantial and certain value, while minimizing the disruption to your organization.  We believe we have offered a fair price, and a very attractive premium. Nothing in your press release rejecting our proposal was new information to the market. Having said that, if you engage in good faith discussions with us and demonstrate additional value, we could be in a position to revise our offer.

我想在此重申对Medivation的爱慕之情,并相信你们定能慧眼识珠为Medivation找一个真爱,也好给家里的股东有个交代。我为Medivation准备了足够厚重的彩礼,却不知道各位大大到底还有哪些地方不甚满意又一次拒绝了我。只要你们愿意开诚布公地和我说明问题所在,我完全不介意在Medivation身上多花一点钱。

You should know that an acquisition of Medivation is a priority for Sanofi and we are committed to effecting it. If you are not prepared to engage with us, we have no choice but to go directly to your shareholders. As you know, your shareholders have the ability to act at any time by written consent to remove and replace the Board. If the Medivation Board of Directors continues to refuse to engage with us, then we intend to commence a process to remove and replace members of the Board.

各位大大应该明白我对Medivation的情意,我背后的股东也非常支持我。如果你们对我依然不理不睬,我只好直接找你们家里的大股东了。你知道他们拥有随时改组董事会的权力,你们也应该清楚我的魅力,分分钟就会劝服他们启动董事会改组程序。

We remain enthusiastic about a potential combination with Medivation. We and our advisors stand ready to meet at any time so we can work to quickly consummate a mutually beneficial transaction.

我们至今仍为Medivation倾倒。我们和投资顾问随时欢迎你们的任何来电、邮件、传真、微信消息……只希望最后大家能开开心心在一起。

Sincerely,

Olivier Brandicourt

Chief Executive Officer

您真挚的,

大奥,

赛诺菲新大当家

赛诺菲对Medivation的真情真是天地可鉴啊。如果Medivation的董事会嫌报价低,别只是一口拒绝却连讨价还价的机会都不给嘛,难道是嫌赛诺菲颜值不够高?希望赛诺菲的这封“情书”能融化Medivation董事会的心啊。

—【医药魔方】—

以数据揭示医药行业

| 有理 · 有据 · 有身段 |

    转藏 分享 献花(0

    0条评论

    发表

    请遵守用户 评论公约

    类似文章 更多