RE: Thermo Fisher/Qiagen13 Aug 2020 15:35
I tend not to get too drawn into takeover rumours. That said if the new sales numbers prove to be as good as we expect, and/or we get awarded a sizeable long term contract, then it will likely prove irresistible to some of the big players. Especially given its low market cap relative to its sales and market share. It would cause an instant price rerate, but I believe that rerate will occur regardless of a takeover as its too cheap a market cap right now.