Well, that was a whole lotta nuthin'.
Serono's
Serono's management claimed that none of the offers recognized the company's true value and potential. And given that it had hired GoldmanSachs
Since the family that controls Serono holds over 51% of its shares (and about two-thirds of the voting power), it's fair to say that they had a vested interest in getting a good deal. Of course, what makes a good deal for them isn't necessarily a good deal for shareholders -- golden parachutes and such don't help the shareholders.
Now it's time to wonder about the future. Unfortunately, the pipeline is not all that strong. What's more, the probable reintroduction of Tysabri by Elan
Of note, the company now appears to be on the prowl itself. Management stated that it will "actively pursue opportunities for growth through acquisitions," and it wants to increase the authorized share base so that it can do deals. That spells near-certain dilution for today's shareholders, for some decidedly uncertain long-term benefits from acquisitions.
As you might have gathered already, I'm not thrilled about this turn of events. Given how acquisitive Novartis
Maybe management will surprise me, but my hunch is that this company will still get sold someday -- the risk now being that it comes later and at a lower price after management fritters away shareholder equity on ill-considered deals.
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Fool contributor Stephen Simpson has no financial interest in any stocks mentioned (that means he's neither long nor short the shares).