AstraZeneca expresses interest to merge with Gilead

AstraZeneca may acquire Gilead like Bristol Myers acquired Celgene last year.
https://seekingalpha.com/news/3580963-astrazeneca-approaches-gilead-merger-bloomberg

If Gilead drops tomorrow for some reason, it may be a speculative buy.

There are rumors back and forth but Gilead has declined to comment so there is something in the works. Gilead looks strong financially especially in this troubled market.

Gilead PE 12.

Payout ratio less than 50%

Gilead has 16 dollars in cash per share.  A company that acquires Gilead can pay off all its debt with the cash pile.

Financially solid with stable dividends.

What is not to like even at this price?

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Valtitude / Demand Planning LLC provides services in Demand Planning, S&OP, Sales Forecasting, and Supply Chain Optimization.

Valtitude was founded by ex-Gillette/P&G Senior Managers in 2004 as Demand Planning Net. Our primary focus initially was to help companies with implementing process and strategy for Demand Planning and Sales and Operations Planning.  Over the years, the company has helped many Fortune 500 companies and SMB businesses with a variety of projects in the end-to-end supply chain transformation.

We have helped a variety of businesses across industry verticals to improve their planning process and create value through SCM analytics and diagnostics, process re-design, solutions implementation, and customized on-site training.

We provide strategy and solutions consulting to customers across a variety of industries – Pharmaceuticals, CPG, High-Tech, Food and Beverage, Quick Service Restaurants, Utilities, Oil and Gas, Aerospace, Chemicals, and Industrial Manufacturing, Automotive, Financial Services, Publishing, etc.

Our consulting expertise includes Corporate Finance, Operations Forecasting & Planning, Strategic Forecasting, Financial Planning & Budgeting, Inventory Optimization, Production Planning, and Scheduling.

Through our unique diagnostics methodology, we help clients understand their specific business and organizational drivers that inhibit the formation of a holistic Demand and Supply Management process. More recent work has included transforming the business processes with re-engineering technology implementations.  We also undertake full-scale System Integrations with our affiliate companies.

What we define as usability consulting helps our clients to better use their advanced planning tools for Demand, Inventory and supply chain optimization. Our clients include Fortune 500 companies such as Pepsi Foods, Abbott Labs, Honeywell and others who seek us for our niche in the area of SCM transformation.

Founded in 2004, the company is headquartered in Boston and has offices in India, China, and the UK.

For more information, on our consulting services visit https://valuechainplanning.com/consulting-details.

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