DANAHER NEXT M&A: Is it Coag or Molecular Or Both?

News of Danaher increased M&A activities in Life Sciences and Diagnostics have increased in recent weeks and the possibility to announce , at least one take over, is well on the table before year end. The Danaher strategy of expanding the scientific platform is a necessity to dilute the slow changing Beckman Coulter culture and introduce new generation of executives from a more focused group of entities.

Avoid it

Avoid it

How BC as an employer against

How BC as an employer against BD ?

"Steve Rales sold 15 million

"Steve Rales sold 15 million Danaher (NYSE:DHR) shares worth $755.55 million, according...."

Had to sell to capture pre 2013 capital gains. DHR up ~ 15% since he sold.

Steve Rales sold 15 million

Steve Rales sold 15 million Danaher (NYSE:DHR) shares worth $755.55 million, according to a 13D and Form sms lån

This is my first opportunity

This is my first opportunity to visit this website. I found some interesting things and I will apply to the development of my blog. Thanks for sharing useful information. black friday mattress sale

"and milk the Diagnostics

"and milk the Diagnostics side.until it is dead."

From my LS perspective I see it in reverse. BCI's Life Sciences Division (minus centrification and PC) has been folding since 2003.

Actually they placed Flow Cytometry in Life Sciences so that LF had some opportunity for growth. All of the other segments are operating near or at a loss. They then proceeded to screw up Flow. No one left there who really understand the business.

"and milk the Diagnostics

"and milk the Diagnostics side.until it is dead."

From my LS perspective I see it in reverse. BCI's Life Sciences Division (minus centrification and PC) has been folding since 2003.

Next acquisition is going to

Next acquisition is going to be Uhal. And some professional movers

I don't think that they are

I don't think that they are happy at all. Proof of that is that they are going to let go the dbs manager from Miami. Not because they are doing so well, but because they can't do anything right.

"Danaher better figure out

"Danaher better figure out how to manage their last big acquisition (BEC) before they buy anything else.

The way they have driven BEC into the ground, they will never get their money back from their investment!

The Danaher Business System is not what it is cracked up to be"

What you dont realize is Danaher is getting exactly what they wanted. They tried to buy BCI's Life Sciences Division years ago but BCI wouldn't sell it. This time around they realized they had to buy it all so hey can invest on the Life Sciences where the profit margins are high and milk the Diagnostics side.until it is dead.

"What happens to those R&D

"What happens to those R&D guys after DxN launch?"

Based on past record they will be very busy fixing the DxN.

Cat 1 mods 'r' us.

What happens to those R&D

What happens to those R&D guys after DxN launch?

They need to launch their DxN

They need to launch their DxN molecular system in order to generate some revenue as this project is conitnuing to consume tons of R&D money. Last I heard, they were launching in Europe 1st quarter. Will they meet their targeted launch timeframe?

The promise of somewhat of a random access molecular system sounds great....whether or not they can deliver is another issue.

Basically what we can see is

Basically what we can see is that DHR is now into ATM machines. Getting their cash out.
How can you expect to get new or retain the stockholders, If the top executives are selling big amounts of shares?
Seems like the Ponzi structure is collapsing to me.

back to basics .. molecular

back to basics .. molecular is what Danaher is after and not coag.

What is this? A party, and

What is this?
A party, and they didn't invite us?
Selfish people!
Let's sell our stocks too!

There have been 21 insider

There have been 21 insider sell transactions and there have not been any insider buy transactions this year. The stock is trading at a P/E ratio of 16.49 and a forward P/E ratio of 14.38. The company has a book value of $27.26 per share

http://seekingalpha.com/article/958951-top-5-stocks-with-insider-sells-f...

Insider sells Steven Rales,

Insider sells

Steven Rales, Chairman of the Board, sold 15 million shares on October 24 pursuant to Rule 144. Mr. Rales sold these shares in connection with his personal financial and estate planning. Following the sale, he continues to own in excess of 43 million shares of Danaher's outstanding common stock.
Lawrence Culb sold 1,123,724 shares on October 22 pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 17, 2012. The sales under this plan have now been completed. Mr. Culp is President and Chief Executive Officer of Danaher, a position he has held since May 2001.
James Ditkoff sold 20,300 shares on October 22. James Ditkoff is Senior Vice President, Finance & Tax.
Financials

Welcome to Wal-Mart

Welcome to Wal-Mart

"Associates are our most

"Associates are our most valued assets." WTF

They edited the survey .. most valued assets after carbon paper.

"Associates are our most

"Associates are our most valued assets." WTF

Bec was already death

Bec was already death

DBS is a virus that

DBS is a virus that ultimately kill BEC

BEC is a virus that

BEC is a virus that ultimately kill DBS.

Instability on price Chair of

Instability on price Chair of the board selling 800 million dlls on stocks after Q3 results What bests team wins? The team that sale and run?

Steve Rales sold 15

Steve Rales sold 15 million Danaher (NYSE:DHR) shares worth $755.55 million, according to a 13D and Form 4 documents filed with the SEC. Rales is co-founder and chairman of the medical equipment manufacturer. Bill Gates' pre-scheduled sale of Microsoft (NASDAQ:MSFT) continued, this time with $154.3 million worth of shares. Gates' stock sale was automatic and done through the insider's 10b5-1 program.

"This was entirely

"This was entirely predictable. I saw the mess coming and got out."

Remember
****************************************************
The Best Team Wins

Associates are our most valued assets.
We're passionate about retaining, developing and recruiting the best talent available.
Danaher and its associates win because:
We are team-oriented with involvement by all.
We seek fact-based, root cause solutions; not blame.
We are accountable for results, and we deliver.
We are non-political and not bureaucratic.
We have high integrity and respect for others.
Winning is fun!

Customers Talk, We Listen

Quality First, ALWAYS!
We base our strategic plan on the Voice-of-the-Customer.
Robust, repeatable processes yield superior Quality, Delivery, and Cost that satisfy our customers beyond their expectations.

Continuous Improvement (Kaizen) is Our Way of Life

The Danaher Business System IS our culture.
We aggressively and continuously eliminate waste in every facet of our business processes.

Leading Edge Innovation Defines Our Future

We continuously apply our creativity to the technologies of products, services, and processes.
Out-of-the box ideas, both large and small, add value to our enterprise.
We accomplish "breakthroughs" through the Policy Deployment process.

We Compete For Shareholders

Profits are important because they attract and retain loyal shareholders.
**************************************************************

I especially find the "We accomplish "breakthroughs" through the Policy Deployment process." part to be the most odious.

Danaher better figure out how

Danaher better figure out how to manage their last big acquisition (BEC) before they buy anything else.

The way they have driven BEC into the ground, they will never get their money back from their investment!

The Danaher Business System is not what it is cracked up to be.

This was entirley predictable. I saw the mess coming and got out.

Danaher better figure out how

Danaher better figure out how to manage their last big acquisition (BEC) before they buy anything else.

The way they have driven BEC into the ground, they will never get their money back from their investment!

The Danaher Business System is not what it is cracked up to be.

Danaher typically has

Danaher typically has multiple acquisitions running at the same time.

Shouldnt they finish the

Shouldnt they finish the acquisition of Iris first?

yawn

yawn

the are going after Cepheid

the are going after Cepheid and possibly Stago now that they finished with IL

We have lost a few billions,

We have lost a few billions, But there are a lot of stockdreamers out there to compete for

52,51,50.50 Watch out down

52,51,50.50 Watch out down there

Anyone know the internal

Anyone know the internal profit margins of the five divisions of BEC? Flow still on top.

Really? If so have mercy on

Really? If so have mercy on stockholders souls.

My bet is that they go after

My bet is that they go after Qiagen.

With the lower estimates for

With the lower estimates for many companies for the third quarter we can only say.
"evil for many is the consolation for fools"

Cinty or whatever is the one

Cinty or whatever is the one who posted about the meds
53,52, lets see

May be BEC is DHR's Achilles

May be BEC is DHR's Achilles heel

UPDATE: J.P Reiterates

UPDATE: J.P Reiterates Overweight Rating, Lowers PT on DHR

Look Cinty or Carly, or

Look Cinty or Carly, or whatever. We are posting here only facts not ordinal inputs.no feelings, EDT

"intimidation? Men you have

"intimidation? Men you have to stop doing that. It didn't work before and it won't work now.
We the people are not responsible for'Bec's failure. We are your victims, employees, customers, stockholders, even the government, is a victim of incompetence

But my question was. This

But my question was. This post means that DBS failed so far. What happened with " We've done it before, and we will do it again “

The harder they kick me, the

The harder they kick me, the better, i will become an icon

Give it up. Jimmy or Timmy

Give it up.
Jimmy or Timmy would have kicked your butt.

************************************************************

Post new comment

  • Web page addresses and e-mail addresses turn into links automatically.
  • Allowed HTML tags: <em> <strong> <cite> <code> <ul> <ol> <li> <dl> <dt> <dd>
  • Lines and paragraphs break automatically.

More information about formatting options