Hikma last year acquired the US generic drugs business of Boehringer Ingelheim. Michael Pobst / AP Photo
Hikma last year acquired the US generic drugs business of Boehringer Ingelheim. Michael Pobst / AP Photo

Hikma says acquisitions, recovery of generics business to help achieve 2015 growth forecast



The Jordanian drug maker Hikma Pharmaceuticals reiterated its full year revenue growth forecast of 6 per cent on the back of acquisitions and recovery in its generics and Mena markets.

The London-listed drug maker forecasts its generics business to post full-year revenue in the range of US$175 to $200 million, depending on the sales performance of colchicine, a gout medication, in the second half of this year.

Hikma reported a 4 per cent decline in first-half revenue to $709m compared with the year-earlier period due to lower earnings from its generics business.

Profit attributable to equity holders fell 21 per cent to $134m in the first half, compared with the year-earlier period.

“Good growth in the profitability of the branded business and a slight increase in the profitably of the injectables business was offset by the lower contribution from specific market opportunities for the generics business, as expected,” said Hikma.

The company last month agreed to acquire the US generic drugs business of German Boehringer Ingelheim for $2.65 billion as Hikma seeks to bolster its US and generics market share.

Last year, Hikma bought the assets of Bedford Laboratories, an Ohio-based maker of injectable drugs, for $300m, also from Boehringer Ingelheim.

Hikma’s results were impressive, according to global investment banking firm Jefferies.

“In our recent upgrade, we had highlighted our view that first half was irrelevant given strong upcoming growth prospects from 2016, and we expect the market to look beyond a second half weighted year to these future value drivers,” Jefferies said in a report yesterday.

Hikma’s shares rose 4.3 per cent to 2503 pence in afternoon trading in London yesterday.

dalsaadi@thenational.ae

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Director:Anthony Hayes

Stars:Zaf Efron, Anthony Hayes

Rating:3/5

Mercer, the investment consulting arm of US services company Marsh & McLennan, expects its wealth division to at least double its assets under management (AUM) in the Middle East as wealth in the region continues to grow despite economic headwinds, a company official said.

Mercer Wealth, which globally has $160 billion in AUM, plans to boost its AUM in the region to $2-$3bn in the next 2-3 years from the present $1bn, said Yasir AbuShaban, a Dubai-based principal with Mercer Wealth.

Within the next two to three years, we are looking at reaching $2 to $3 billion as a conservative estimate and we do see an opportunity to do so,” said Mr AbuShaban.

Mercer does not directly make investments, but allocates clients’ money they have discretion to, to professional asset managers. They also provide advice to clients.

“We have buying power. We can negotiate on their (client’s) behalf with asset managers to provide them lower fees than they otherwise would have to get on their own,” he added.

Mercer Wealth’s clients include sovereign wealth funds, family offices, and insurance companies among others.

From its office in Dubai, Mercer also looks after Africa, India and Turkey, where they also see opportunity for growth.

Wealth creation in Middle East and Africa (MEA) grew 8.5 per cent to $8.1 trillion last year from $7.5tn in 2015, higher than last year’s global average of 6 per cent and the second-highest growth in a region after Asia-Pacific which grew 9.9 per cent, according to consultancy Boston Consulting Group (BCG). In the region, where wealth grew just 1.9 per cent in 2015 compared with 2014, a pickup in oil prices has helped in wealth generation.

BCG is forecasting MEA wealth will rise to $12tn by 2021, growing at an annual average of 8 per cent.

Drivers of wealth generation in the region will be split evenly between new wealth creation and growth of performance of existing assets, according to BCG.

Another general trend in the region is clients’ looking for a comprehensive approach to investing, according to Mr AbuShaban.

“Institutional investors or some of the families are seeing a slowdown in the available capital they have to invest and in that sense they are looking at optimizing the way they manage their portfolios and making sure they are not investing haphazardly and different parts of their investment are working together,” said Mr AbuShaban.

Some clients also have a higher appetite for risk, given the low interest-rate environment that does not provide enough yield for some institutional investors. These clients are keen to invest in illiquid assets, such as private equity and infrastructure.

“What we have seen is a desire for higher returns in what has been a low-return environment specifically in various fixed income or bonds,” he said.

“In this environment, we have seen a de facto increase in the risk that clients are taking in things like illiquid investments, private equity investments, infrastructure and private debt, those kind of investments were higher illiquidity results in incrementally higher returns.”

The Abu Dhabi Investment Authority, one of the largest sovereign wealth funds, said in its 2016 report that has gradually increased its exposure in direct private equity and private credit transactions, mainly in Asian markets and especially in China and India. The authority’s private equity department focused on structured equities owing to “their defensive characteristics.”

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Director: Tim Burton

Rating: 3/5

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Banned items
Dubai Police has also issued a list of banned items at the ground on Sunday. These include:
  • Drones
  • Animals
  • Fireworks/ flares
  • Radios or power banks
  • Laser pointers
  • Glass
  • Selfie sticks/ umbrellas
  • Sharp objects
  • Political flags or banners
  • Bikes, skateboards or scooters
In numbers: PKK’s money network in Europe

Germany: PKK collectors typically bring in $18 million in cash a year – amount has trebled since 2010

Revolutionary tax: Investigators say about $2 million a year raised from ‘tax collection’ around Marseille

Extortion: Gunman convicted in 2023 of demanding $10,000 from Kurdish businessman in Stockholm

Drug trade: PKK income claimed by Turkish anti-drugs force in 2024 to be as high as $500 million a year

Denmark: PKK one of two terrorist groups along with Iranian separatists ASMLA to raise “two-digit million amounts”

Contributions: Hundreds of euros expected from typical Kurdish families and thousands from business owners

TV channel: Kurdish Roj TV accounts frozen and went bankrupt after Denmark fined it more than $1 million over PKK links in 2013 

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