Where does Sobi fit: with Biogen or Baxter, Novo or Pfizer?
This article was originally published in Scrip
Executive Summary
Swedish Orphan Biovitrum (SOBI) has been approached by a mystery corporate buyer, the company confirmed on 27 April. But the company has given no indication where the approach comes from. The most likely acquirer is Biogen, SOBI's US and rest-of-world partner for two hemophilia products approved in the US. But Pfizer is also a long-term partner of SOBI's in hemophilia, and hemophilia market leader Baxter has been strengthening its offering through acquisition in recent years. Novo Nordisk might also be a decent fit, if it were not for Novo's reticence about growth based on acquisition.