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Monday, August 16, 2021

Inside Sanofi's $3.2B Translate Bio Buyout

 

  • Before the $3.2 billion acquisition of mRNA player Translate Bio Inc TBIO 0.21% earlier this month, Sanofi SA SNY 0.21% expressed interest in selling off around 25% of its shares in the company, which it had been working with since 2018.
  • Translate Bio filed SEC document to give an inside look at how the buyout negotiations played out. Translate agreed to that plan, but it didn’t last long. 
  • Sanofi CEO Paul Hudson reached out to Translate CEO Ron Renaud in late May, indicating that Sanofi was now interested in buying Translate outright. The initial offer came in at $28 per share.
  • Translate asked its consultants to test the waters for other potential suitors as part of its due diligence on a possible deal. Feelers put out to three companies that turned up duds, with all three showing no interest in engaging.
  • On June 4, Translate told Sanofi that its initial offer was “insufficient” and undervalued the company. Sanofi responded with a 55% premium offer, but Translate asked for $40 per share as a final offer. 
  • In response, Translate asked Sanofi an offer of $37 to $38 per share with milestones baked in to get shareholders $40 per share. 
  • Sanofi countered with an offer of $35 and eventually agreed to come up to $38.
  • The acquisition also makes sense in Sanofi’s plans to make mRNA a centerpiece of its business plan moving ahead. 
  • In June 2020, Sanofi laid out $425 million in cash upfront and up to $1.9 billion in milestones payments to accelerate its partnership with Translate, signed initially in mid-2018.

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