Inside Icahn's $1.5B Winning Pharma Bet

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Feb. 18 (Bloomberg) –- “Health-Care Investing” Author Les Funtleyder and Bloomberg’s Meg Tirrell discuss Actavis buying Forest Labs for $25B and what it means for investors and consumers. They speak to Carol Massar on Bloomberg Television’s “Taking Stock.” (Source: Bloomberg)

Because both of them went up to their.

You see more and more of that.

Shareholders are clearly rewarding buyers.

You see with a company called valiant who does deal after deal.

The target company stock is going to rise but when you see the buyer stock also rise, you know shareholders are onto this because the deals are creative.

People are wondering where growth is going to come from and are doing deals, they are giving shareholders signals.

They have to have products.

So when they do a deal like this it is the bottom line right away.

Right now investors are paying for growth.

There are limited numbers of assets.

The easiest way is to buy.

You are starting to see investors rewarded and if investors incentivize acquisitions, you're going to see more of it.

He has been a missed -- a busy man over the last few years.

It is not his first time at the rodeo.

He has them playing in this biotech space for some time.

He got into this a long time ago.

He has gotten into a series of biotech's. basil the company for $20 billion a couple of years ago.

This top health-care investing executive.

Is interesting seeing carl still in the stock, sticking with it.

Six months after this new ceo comes in, he sells the company and that is a huge thing for him.

What does this do for the pharam spma space?

It continues the theme of consolidation.

You see more deals in larger companies.

You now need scale to compete and you will see more of this.

In the large-cap sectors, they are going the other direction.

In this sector, you are seeing a lot of tieups.

What is that mean putting certain companies on our radar?

Is or anyone in particular?

Anyone who has product and is something that resembles a pipeline is a target.

More companies today just with stocks rising -- these are companies that people are watching that are in generics.

These are companies.

All the people are talking about it for a while.

People were kind of speculating.

This text has been automatically generated. It may not be 100% accurate.


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