UPDATE: Biogen Idec Offers $356 Million For Facet Biotech
September 04 2009 - 1:01PM
Dow Jones News
Biogen Idec Inc. (BIIB) is going public with a $356 million
unsolicited offer for drug developer Facet Biotech Corp. (FACT),
after claiming that the smaller company shunned earlier attempts to
reach a deal.
The $14.50-a-share offer for the Redwood City, Calif., company
brings a 64% premium to Thursday's closing price. Shares were
halted for news Friday, last trading at $8.79. Biogen shares rose
2.1% to $50.97.
Facet officials weren't immediately available to comment on the
offer.
Notably, the offer is close to the amount of cash that Facet
holds on its balance sheet, which may make the company hesitate to
agree such a deal.
"That is not going to get a deal done," said BMO Capital Markets
analyst Jason Zhang, who has a $14 price target on the company,
based mostly on its cash holdings.
Biogen officials weren't immediately available for comment.
Facet Biotechnology was spun off from PDL BioPharma Inc. (PDLI)
in December in order to separate the company's biotech assets from
its royalty producing assets. PDL is essentially a shell company
that produces revenue from its patent portfolio and license
agreements.
After the spinoff, Facet had $405 million in cash in order to
fund its operations for a number of years while it attempts to
develop its pipeline. It has projected spending $110 million in
2009, and had $371.1 million, as of June 30, 2009.
That amounts to $15.12 a share in cash, based on its 24.5
million shares outstanding, although the company recently signed a
collaboration with Trubion Pharmaceuticals Inc. (TRBN) to pay $20
million upfront and make a $10 million investment in the
company.
Zhang declined to estimate how much Biogen might have to pay to
close the deal, but conceded that Biogen is the most likely bidder
for Facet.
The two companies have worked together since 2005 on treatments
for multiple sclerosis and solid tumors.
According to Biogen, it first expressed interest in Facet in
mid-August, offering $15 a share and urging it to not undertake any
material transactions.
Biogen contends that Facet rejected its offer and subsequently
signed the deal with Trubion.
Biogen said it believes that the Trubion agreement "reduces the
value of Facet, as apparently do Facet's investors", citing a 22%
drop in its stock price since the deal. It also pointed to the deal
in explaining its lowered $14.50-a-share offer.
-Thomas Gryta, Dow Jones Newswires; 212-416-2169;
thomas.gryta@dowjones.com
(Jay Miller contributed to this story)