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Riggs_Bud Profile picture
Riggs_Bud
@Riggs_Bud
Cat bros living in the City of Brotherly Love
Sep 24, 2019 • 42 tweets • 13 min read
NGS Overview -

illumina.com/science/techno… Very interesting amendment to merger between $ILMN and $PACB. $ILMN paying $6m a month to extend. The way I am reading it, Financing is non-recourse unless they raise $100m within two years. Plus they owe $PACB $98m if deal gets terminated? Sound right? Image
Mar 25, 2019 • 6 tweets • 2 min read
1. $TMO acquires viral vector manufacturer Brammer Bio for $1.7b cash. Company on track for $250m in Revs in 2017 (6.8x). $0.10 EPS accretion implies ~$40m of Net Income (16% margins). Will grow 25% over the mid-term. 2. This implies ~$750m in Revenues in five years. Margins will expand within TMO. 25% Net Income margins in five years would generate $190m of Net Income. Good for an 11% ROIC.