Avoro Capital Releases Presentation Detailing Why Acceleron Shareholders Should Not Tender Into Merck’s Inadequate Offer
10 November 2021 - 9:31AM
Business Wire
Believes Now Is the Wrong Time to Cash out of
Acceleron, Given Company’s Strong Momentum and Near-Term Inflection
Point Coming from Phase 3 Data
Sees Continuing as Standalone Entity as Clearly
Superior Path for Acceleron
Highlights What It Believes Was a Flawed and
Inadequate Sale Process, Including Not Pursuing Other Strategic
Alternatives
Avoro Stands Ready to Support an Independent
Acceleron
Avoro Capital Advisors (“Avoro”), a long-term and collaborative
investor in life sciences and biotechnology companies, together
with certain of its affiliates and managed funds (“Avoro,” “we” or
"us") beneficially owns approximately 7% of Acceleron Pharma Inc.
(Nasdaq: XLRN) (“Acceleron”, “XLRN” or the “Company”), making Avoro
one of the Company's most significant shareholders. Avoro today
released a detailed presentation outlining why shareholders should
not tender their Acceleron shares to the Merck & Co. Inc.
(NYSE: MRK) ("Merck") tender offer for $180 per share (the "Tender
Offer").
This press release features multimedia. View
the full release here:
https://www.businesswire.com/news/home/20211109006605/en/
The presentation is available at:
https://www.businesswire.com/news/home/52526996/en.
As highlighted in the presentation, Avoro believes that:
- Now is the wrong time to cash out of Acceleron:
Significant value will be created in one year or less after the
STELLAR phase 3 trial data is available. Other major shareholders
agree.
- Merck’s offer does not represent fair value for
Acceleron: The implied valuation based on precedent
transactions is much higher than the $180 per share Tender Offer
price. Sell side analysts and several other investors agree that
the price is too low.
- Acceleron’s Board used a flawed process in reaching the
deal: The Board only approached three potential buyers and
seemingly did not pursue any other strategic alternatives. In fact,
the Board appeared more focused on serving management’s interests
by providing last-minute tax gross-ups and increased severance
payments to Acceleron executives.
- Avoro stands ready to support an independent Acceleron:
Avoro would stand ready to take the steps necessary to help modify
the Board’s composition and add directors with relevant experience
and expertise to create improved shareholder.
Avoro reiterates that it will not tender its shares into the
Merck Tender Offer.
About Avoro Capital L.P.
Avoro Capital L.P., is the parent of Avoro Capital
Advisors LLC (“Avoro Capital Advisors”) and Avoro Ventures
LLC (“Avoro Ventures”). Avoro Capital Advisors is an
SEC-registered investment manager located in New York City,
investing in public and private equity companies focused primarily
on life sciences and biotechnology. Managing Partner, Behzad
Aghazadeh PhD, has over 25 years of experience spent in scientific
research, healthcare consulting, institutional investment and
executive leadership within the healthcare sector, and is supported
by a team of seasoned professionals with advanced medical and
scientific backgrounds, and extensive investment experience in the
biopharmaceutical industry.
Forward-Looking Statements and Additional Information
This communication contains forward-looking statements.
Forward-looking statements are statements that are not historical
facts and may include projections and estimates and their
underlying assumptions, statements regarding plans, objectives,
intentions and expectations with respect to future financial
results, events, operations, services, product development and
potential, and statements regarding future performance.
Forward-looking statements are generally identified by the words
“expects”, “anticipates”, “believes”, “intends”, “estimates”,
“plans”, “will be” and similar expressions. These forward-looking
statements include, without limitation, statements regarding the
planned completion of the transactions contemplated by the Tender
Offer. Although Avoro believes that the expectations reflected in
such forward-looking statements are reasonable, investors are
cautioned that forward-looking information and statements are
subject to various risks and uncertainties, many of which are
difficult to predict and generally beyond the control of Avoro,
Merck or Acceleron, that could cause actual results and
developments to differ materially from those expressed in, or
implied or projected by, the forward-looking information and
statements. These risks and uncertainties are enumerated in
Acceleron's public filings and recent public communications
regarding the Tender Offer by Acceleron and Merck. In addition, the
foregoing considerations and any other publicly stated risks and
uncertainties should be read in conjunction with the risks and
cautionary statements discussed or identified in the public filings
with the U.S. Securities and Exchange Commission (the “SEC”) made
by Merck and Acceleron, including those listed under “Risk Factors”
in Merck’s annual reports on Form 10-K and quarterly reports on
Form 10-Q and Acceleron’s annual reports on Form 10-K and quarterly
reports on Form 10-Q and current reports on Form 8-K filed with the
SEC. The forward-looking statements speak only as of the date
hereof and, other than as required by applicable law, Avoro does
not undertake any obligation to update or revise any
forward-looking information or statements. Unless otherwise noted,
Avoro has neither sought nor obtained permission to use third party
statements reproduced herein.
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version on businesswire.com: https://www.businesswire.com/news/home/20211109006605/en/
Sloane & Company Dan Zacchei / Joe Germani
dzacchei@sloanepr.com / jgermani@sloanepr.com
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