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Mallinckrodt to sell Therakos unit to CVC for $925 million

EditorNatashya Angelica
Published 08/05/2024, 07:54 AM
MNKKQ
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DUBLIN and LUXEMBOURG - Specialty pharmaceutical company Mallinckrodt plc (OTC:MNKKQ) has agreed to sell its Therakos photopheresis business to private equity firm CVC Capital Partners for $925 million, a move aimed at reducing the company's debt by more than half. The transaction, subject to regulatory approvals, is expected to be finalized in the fourth quarter of 2024.

Therakos specializes in a treatment known as extracorporeal photopheresis (ECP), which is used for immune-related diseases and has a presence in various global markets, including the U.S., Canada, Europe, Japan, Australia, and Latin America. CVC, with its extensive healthcare portfolio, plans to invest further in the development and commercialization of Therakos, including expanding its indications and geographic reach.

Key Therakos employees will transition to CVC as part of the agreement, continuing their support for the product and its stakeholders. CVC's healthcare team expressed optimism about the future growth of Therakos, citing its potential to reach more patients worldwide with its best-in-class ECP system.

Mallinckrodt's President and CEO Siggi Olafsson highlighted that the divestiture aligns with the company's strategic priorities and commitment to stakeholder value. The company anticipates using the net proceeds from the sale to significantly reduce its net debt.

Lazard (NYSE:LAZ) and Wachtell, Lipton, Rosen & Katz, among others, served as advisors to Mallinckrodt for the transaction, while CVC was advised by UBS, Freshfields Bruckhaus Deringer, PWC, and Candesic.

The announcement is based on a press release statement and comes with cautionary notes regarding forward-looking statements, which involve risks and uncertainties that could cause actual results to differ materially from those projected.

InvestingPro Insights

In light of Mallinckrodt's recent agreement to sell its Therakos photopheresis business, a glance at the company's financial metrics offers insights into its current market position. With a P/E Ratio (Adjusted) of 14.78 as of the last twelve months ending Q2 2024, Mallinckrodt appears to be valued by investors at a level that is consistent with industry standards. The company's Price to Book ratio stands at 1.42, suggesting that the market recognizes some intrinsic value beyond its earnings power.

Despite a slight revenue growth of 0.05% over the last twelve months, the company has faced a quarterly revenue contraction of -1.87% in Q2 2024. This indicates some challenges in maintaining consistent sales growth. However, with an operating income of $278.3 million and a solid operating margin of 12.96%, Mallinckrodt has demonstrated an ability to convert a significant portion of its revenue into profit.

InvestingPro Tips highlight the company's robust dividend growth of 99.98% over the last twelve months, which could be a sign of confidence from the management in the company's cash flow stability and future prospects. For investors seeking income as well as growth, this could be an encouraging factor.

Moreover, the company's stock has experienced a one-year total return of 30.05%, reflecting a strong performance that has likely rewarded long-term shareholders. It's worth noting that InvestingPro offers 17 additional tips that could further guide potential investors in their decision-making process regarding Mallinckrodt.

With the upcoming earnings date set for October 31, 2024, stakeholders and potential investors will be looking closely to see if the company's strategic divestitures and focus on debt reduction will translate into improved financial health and shareholder value. The InvestingPro Fair Value estimate of $84.04 also offers a benchmark for evaluating the current stock price in the context of the company's intrinsic value.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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