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Biotech / Medical : ARRIS - Another partner
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To: Douglas Nordgren who wrote (336)1/5/1998 1:23:00 AM
From: John Metcalf   of 353
 
Good point, Douglas. Both companies have their special meetings on Wednesday, January 7. Should the merger not be approved, I would expect a sharp rebound for Arris. Sequana may languish with Kevin Kinsella leaving the company, but the Parke-Davis deal should eventually be understood and valued in the market place.

Since the merger announcement, SQNA has traded at a discount to ARRS.

Assuming no merger, Arris has a market cap of $126mm, and holds $60 in cash and equivalents. They have collaborations worth five times the technology value of the company. Sequana has a market cap of $113, with $54mm in cash. The Parke-Davis deal alone is worth nearly double the technology value of the company. Is this market value adequate for either company? Or are you saying that uncertainty is dragging down the prices?
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