Wednesday, September 30, 2009
Brian Orelli :: Townhall.com Columnist
Bigger Size, Lower Returns
by Brian Orelli
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In a world where you can buy a 30-pound jar of mayonnaise, it seems that bigger is almost always better. But when it comes to acquisitions in the health-care space, history says otherwise.

Sure, companies say they'll experience huge synergy savings to justify their large acquisitions, but the numbers say otherwise. Just look at the dramatic cuts in return on equity (ROE) that these companies have experienced after making major acquisitions.

Company

Target

Three Years Before Acquisition

Two Years Before Acquisition

Year Before Acquisition

Year After Acquisition

Second Year After Acquisition

Third Year After Acquisition

Pfizer (NYSE: PFE)

Pharmacia

41.9%

42.3%

41.9%

3.2%

13.6%

16.5%

Boston Scientific (NYSE: BSX)

Guidant

20.0%

32.2%

13.3%

(37.5%)

(1.9%)

(16.5%)

Mylan (Nasdaq: MYL)

Merck KGaA's generic-drug business

11.6%

29.0%

20.7%

(5.90%)

N/A

N/A

Source: Capital IQ, a division of Standard & Poor's. N/A = not applicable.

Now, you'd expect ROE to drop the first year after an acquisition as a bunch of one-time charges work their way through the income statement. What's disconcerting, though, is that two and three years after the acquisitions, it hadn't come back up for Pfizer and Boston Scientific.

One big problem, as I see it, is that research and development isn't very scalable. A company that increases its revenue by 50% reasonably needs to push out roughly 50% more drugs, either in sales of existing drugs or in introducing new ones, to increase earnings by the same amount. Unfortunately, researchers at the larger, post-merger company have less incentive to develop new drugs because their discoveries have less impact on the company's success.

For a generic-drug company like Mylan, this R&D issue is not as big, and it shows. As Mylan approaches its second year after swallowing an acquisition twice its size, Mylan's return on equity is approaching its pre-acquisition levels at 13.6% over the past four quarters.

Another problem is asset turnover, or how efficiently the company's assets are being used to generate sales. For instance, in the year before Pfizer bought Pharmacia, asset turnover was 0.7. So for every dollar in assets, it was able to generate roughly $0.70 in sales. Nearly two years after acquiring Pharmacia, it was only 0.4. That's a big drag on ROE.

This time it's different. Right?
Both Pfizer and Merck (NYSE: MRK) think it's not going to be the same as before after they acquire Wyeth and Schering-Plough (NYSE: SGP), respectively. Both have put their management teams in place well ahead of the closing of the deals, to try to hit the ground running.

And they might. Pfizer certainly has a lot of experience in what not to do with large acquisitions. In addition to Pharmacia, it also struggled with the integration of Warner-Lambert. Merck it has familiarity with Schering-Plough, through its joint venture to sell the cholesterol drugs Vytorin and Zetia -- a move that itself should help smooth the transition a little. Continued...

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About The Author

Brian Orelli is a Motley Fool contributor.

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