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J&J/Abiomed: healthcare giant pays high price to bulk up on medtech

EV/ebitda multiple is rich, given the healthcare giant expects any potential cost savings to be ‘very modest’

Heart disease kills more Americans than any other. It costs the US $219bn a year in healthcare services and lost productivity. Johnson & Johnson thinks there is money to be made in the cardiovascular field.

The healthcare giant is plunking down more than $16bn to buy Abiomed, which makes a heart pump used by patients with severe coronary artery disease. Bulking up is one way to fight slower growth when top-selling immunology drug Stelara loses patent protection next year. The premium on offer is enough to send J&J investors’ hearts racing healthily.

J&J’s $380 a share cash offer values Abiomed’s equity at around $17.3bn. The offer represents a 51 per cent premium to Abiomed’s closing price on Monday and nears the level the stock last traded at four years ago.

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