In today’s briefing:
- Breakdown of Archimed’s Massive Tender Offer for Jeisys Medical Shareholders
- China Healthcare Weekly (Jun.9) – New Akeso-Summit Deal, Jacobio Is a Good Bet, Genscript’s Trouble
Breakdown of Archimed’s Massive Tender Offer for Jeisys Medical Shareholders
- Archimed aims to acquire 72% of Jeisys Medical’s shares, totaling 55,724,838 shares. The tender offer runs from the 10th of this month to the 22nd of the following month.
- If tendered shares fall short of the 18,013,879 minimum, Archimed refrains from purchases. If exceeded, Archimed buys all, eliminating allocation risk.
- With over 70% substantial volume and a large portion held by local retail investors, surpassing the 26% threshold seems feasible.
China Healthcare Weekly (Jun.9) – New Akeso-Summit Deal, Jacobio Is a Good Bet, Genscript’s Trouble
- One interesting interpretation of the new Akeso-summit cooperation is that it aims to pave the way for potential acquisition of Summit by MNC. The climax of the story hasn’t arrived.
- Jacobio is a good target for potential M&A and licensing deals. So, this company has considerable potential returns and also strong safety margin, which is worth taking a gamble on.
- There’re concerns that Genscript could face US scrutiny due to alleged ties with Chinese government. Share price rebound may not last considering geopolitical conflicts and CXO industry downturn in 24H1.
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