RE: ORPH takeover risk5 Oct 2020 02:28
Back in the good old days at CF's last Manchester presentation, I think it was February from memory, he was pretty clear that he expected the Research business to be bought by ICON, "but they just don't know it yet." Now it has to be said that ORPH is a different company now with different objectives, at least in the near term less so in the long-term I believe so this may no longer be his aim, but personally I think it will happen.
The thought that big pharma is going to buy the whole as it is, is I believe fanciful. ORPH is a collection of effectively seperate businesses and will be sold off, and likely added too, as such. It would only become a takeover target if it ever became just a single or at most a couple of closely related enterprises.
We shall see, good times ahead I am certain.