Walden Group Healthcare M&A Blog

  • Novartis is paying $9.7b to acquire The Medicines Company for a Potentially Blockbuster Cholesterol-Lowering Therapy

    The Medicines Company is developing "inclisiran",  a potentially transformational medicine that reimagines the treatment of atherosclerotic heart disease and familial hypercholesterolemia. With tens of millions of patients at higher risk of cardiovascular events from high LDL-C, inclisiran could contribute significantly to improved patient...
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  • The Restart of Medicare Orthotics & Prosthetics Competitive Bidding Program Adds Margin Pressure on O&P Players

    After a pause, The Centers for Medicare & Medicaid Services (CMS) announced plans to reinstate the Competitive Bidding Program for Medicare Durable Medical Equipment, Prosthetics, Orthotics, and Supplies.  “Round 2021” competition will cover a total of 130 competitive bidding areas and add new product categories: off-the-shelf (OTS) back...
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  • The Coming of Age of Gene Therapy

    In vivo gene therapy, the process of delivering genetic material into the body to cure disease, is a challenging area but has the potential to cure millions suffering from genetic conditions such as cystic fibrosis or muscular dystrophy. With a $40b plus market, gene therapy has the potential to be non-pathogenic to humans and prevent DNA damage...
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  • In 2019 M&A Has Continued to Play a Critical Role in Growth Strategies

    • Boston Scientific acquired London-based BTG plc (maker of products used in minimally-invasive procedures targeting cancer and vascular diseases, as well as specialty pharmaceuticals) for $4b. • 3M closed its $6.7b deal of Acelity, a developer of wound care and specialty surgical management products, in October 2019. • J&J’s Ethicon...
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  • Robotics Remain an Active M&A Area

    Earlier in 2019, Johnson & Johnson paid $3.4b (plus up to an additional $2.35b) for Auris Health, Inc., a maker of endoscopic robotic technologies. The Auris platform complements robotics currently in development for general surgery by Verb Surgical, a startup founded by J&J and Verily Life Sciences (an Alphabet unit), and for orthopedics...
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