All GLG News Analyses Filed Under: Industrial

The strategy to combine small molecule with biotech is an extension of the current strategy. With the many patents expiring in 8-10 years and not many drugs in the pipeline that are magnitudes better and/or different than the current drugs on the market, drug companies need to think differently. Would...

·         According to Semi (the electronics manufacturing industry association) world revenues for materials to produce semiconductors will grow 8%, to $46 billion. ·         The increase is a reflection of the...

The U.S. government exclusive focus on Yucca Mountain prevents industry from developing cheaper and more politically acceptable alternatives to nuclear waste management.  The tax on nuclear utilities could be better spent on such alternatives, if the U.S.would open industrial competition for s...

Rohm & Haas is an excellent fit for Dow In Specialty Chemicals. Gow improves its position in target markets and brings raw material synergies.

One key reason for the purchase of Rohm nd Haas is the acrylic acid and derivative esters such has butyl acrylic acid. The acylic acid is used by superabsorbent(SAP) polymer customers for applications such as diapers made by Proctor and Gamble and Kimberly Clark. This is a huge market. The acylic acid...

·         Solutia (via its Saflex division) will supply polyvinyl butyral (PVB) to the expanding thin-film solar panel industry. ·         Solutia, the world’s leading PVB producer (which is used in laminated glass)...

·         Second-quarter Ebitda is predicted to increase 10% over first-quarter numbers. ·         The prediction was issued by Huntsman in its attempt to thwart efforts by Hexion to undo their $ 10.6 billion acquisition...

Short to medium term price volatility of the metals obscures the true nature of their bull market. Fundamentals are still intact.

Is the proposed $19 Billion purchase of R&H by Dow is starting to raise questions in the minds of some regulators? Could this lead to the forced divestiture of certain business activities and assets? If this happens would it breach Dow's limit on divestiture level stated in the bid documents?

·         Ashland’s acquisition of Hercules provides it with a core of specialty businesses in water treatment and resins (thermoset polyesters and adhesives). ·         These new businesses will provide Ashland...