Australia's largest stock trading and investment forum Australia's #1 stock forum

UNS

Click for more information

0.00%

0.5¢ unilife corporation

So why is Amgen bothering getting a large equity stake if they...

First 18 Last

Share
Profile

Follow
cgt2009

13,952 Posts.

131

19/02/16

21:53

Post #: 17069998
Share

Originally posted by dragon_solstice ↑

I've been thinking a bit about what the status will be with our other customers like AbbVie if Amgen do take a stake. Will they be happy moving forward knowing they are helping a competitor? Thinking it through, I think this is the reason the Amgen deal is going to be capped at 19.9%. At 20% they get a seat on the board and that would give them access to all the goings on with their competitors. That would be a conflict of interest, especially given the secrecy that has surrounded every deal to date. Capping it below the level that will keep the confidentiality in all the existing contracts meaning they can move forward unhindered. Yes Amgen will profit from their competitors actions but they won't be privy to what they are. That's why I don't see a complete takeover being on the cards.

Expand

So why is Amgen bothering getting a large equity stake if they cant use it wield influence? I seriously will be surprised if Abbvie end up being our customer if Amgen is on the share register. No skin of my nose, I'd rather Amgen on our side than Abbvie.

UNS Price at posting: 22.0¢ Sentiment: Hold Disclosure: Held
2 Upvote

0 Great analysis

Reply

Top Stories

Aussie inflation seemingly hit a 3 year low. So why's the ASX200 red?

Palladium's the newest geopolitical hot commodity. But ASX exposure is limited

Making money: How many microcaps should be in an investor's portfolio?

Week 44 Wrap: Relatively boring week ahead of US election; HotCopper's most watched; Oz inflation at 3.5%

The Altcoin Landscape (Part 1): Key alternative cryptocurrencies to watch

MIN

Movers and Shakers: Zip Co, MinRes, Kuniko, more – The week's top ASX gainers

MKT

The ASX can overlook its Telecomm small-caps. Here’s one diversified brand with an international footprint

'We're looking': Nickel-rich Indonesia sounds graphite warning to Aus producers

Bitcoin hits fresh record as instos pile into BTC ETFs – and Trump helps, too

What each US election outcome would mean for Australian companies & investors

There are more pages in this discussion • 14 more messages in this thread...

First 18 Last

Add UNS (ASX) to my watchlist