Will Roche try to buy Alexion? According to a Fierce Biotech article this morning, the analysts who cover this sort of thing say - NO. They say that the acquisition of Alexion woudl be too expensive for Roche to undertake. They believe the Swiss Giant should exercise the fiscal responsibility it showed in its Illumina bid earlier this year and take a pass.
Now if you also want to follow the theme I've written about today in the last 3 blog posts, you will see the recent analysis (see Herper) of the costs for Roche to bring its last 8 drugs to market came in at $8.8 B per drug. This ranked Roche as number 4 on the list of highest costs to bring drugs to market in the past 10 years. And if you looked at the subsequent posts on cost cutting, then maybe Roche should consider being a net cost cutter itself in the coming years? While I expect things are much more complicated and nuaunced than this, and that revenues count as much as costs, it still seems valid to look at this. More fodder to consider.
Posted by Bruce Lehr Aug 12th 2013.