Mehta Analysis: Takeda and AllianceBernstein Moves Contain A Message For Pharma
Buying Shire gives Takeda the chance to exploit global tax benefits and gain other profit-promoting advantages through integrating with Shire's differently focused business. Outside of pharma, business model rationales are changing rapidly, and old certainties cannot be taken for granted. Pharma would ignore the wider revolution at its peril, and Takeda's move is a step in the right direction, argues Viren Mehta, founding partner of Mehta Partners LLC.
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