Takeda's Millennium Looking For Deals To Bolster Pipeline
June 01 2009 - 3:59PM
Dow Jones News
It has been only a year since Japan's Takeda Pharmaceutical Co.
(4502.TO) bought Millennium Pharmaceuticals for $8.8 billion, but
now the Cambridge, Mass., biotech is looking to make deals of its
own.
Takeda is Japan's biggest drug maker by sales, and Millennium
heads their global oncology operations with 14 candidates in the
combined pipeline. Those are in early development, and Millennium
Chief Executive Deborah Dunshire is looking for deals to add
mid-stage and late-stage compounds - but notes some drug makers
refuse to accept that depressed market valuations are here to
stay.
"I don't see us acquiring a very large company," she said in an
interview at the American Society of Clinical Oncology annual
meeting in Orlando. She noted Takeda would avoid deals such as
Pfizer Inc.'s (PFE) pending $68 billion buy of Wyeth (WYE) because
they don't create value for shareholders over the long run.
"It will probably be smaller, single product acquisitions," she
said, but noted it's possible they could make a larger transaction
in the $10 billion range.
Millennium has maintained its independence within Takeda and was
the driving force behind the recent buy of IDM Pharma Inc. (IDMI)
for $75 million, Dunshire said.
Millennium's flagship product is Velcade, a blood cancer
treatment sold with Johnson & Johnson (JNJ) that had global
sales of more than $1 billion in 2008.
Dunshire is open-minded when considering deals, and is using the
ASCO meeting to talk to potential partners or acquisition targets,
but declined to name specific companies.
Though the economy and difficult funding environment has
depressed the valuations of small drug developers across the board,
Dunshire said it doesn't necessarily mean companies can be bought
at cheaper valuations.
"Some of the companies out there may have depressed valuations,
but their boards are not willing to accept a premium over that low
valuation," she said.
Dunshire said some companies believe they can weather the
financial storm, but have overly optimistic estimates of a drug's
potential use and pricing.
"There have been certain deals that we've looked at, where the
company had valuations in mind that we just didn't think the
product could support," she said.
She believes the stock market has permanently reset its views
toward smaller drug companies - something executives for former
high-flyers may have a hard time accepting. However, Dunshire
admits there is probably something more at work.
"They probably are delusional that [their valuation] is going to
get back to exactly where it was before, but there is a down draft
that may have nothing to do with the fundamentals of their
company," Dunshire said.
-By Thomas Gryta, Dow Jones Newswires; 201-938-2053;
thomas.gryta@dowjones.com