Biopharma Bankers: Private Equity Activity Specialty Pharma???
To all Biopharma bankers out there, can someone explain why PE firms have been very active in the spec pharma/generics space over the last 5 years or so. Covis (Cerberus and now Apollo), TerSera (GTCR), Advanz (Nordic), Arbor (KKR).
In addition, anyone has a good resource to understand the spec pharma business model in-depth? How are these companies different from typical branded pharma?
Thanks folks!
Hi Analyst5432, the silence is deafening, sorry about that.... Any of the threads below helpful?
More suggestions...
I hope those threads give you a bit more insight.
BUMP
bumping ... @privateequityfolks??
It’s not high science and there are relatively predictable cash flows along with potential for operational efficiencies / rollups. Biopharma OTOH has significant binary risk dependent on clinical trial outcomes, where good data can literally add billions to a market cap overnight, and bad data vice versa.
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