Medley, a generic drug unit belonging to France’s Sanofi, is about to be sold, which has moved the main competitors in the pharmaceutical sector in Brazil. The transaction, which will be conducted by investment bank Lazard, is valued at between $1 billion and $1.5 billion and is expected to begin its formal process in the first quarter of 2025. Sanofi’s divestment reinforces its strategy of focusing on other markets, while opening space for the reorganization of the Brazilian generics market.
Companies Seeking Leadership
The movement around the sale attracted the interest of big national names, such as EMS, Achiê, Brainfarma, Eurofarma and Hypera, all seeking to consolidate leadership positions and expand their market shares. For local players, the acquisition offers operational synergies, efficiency gains and greater competitiveness. Despite the speculation about the participation of foreign groups, the perception is that competitors already operating in Brazil will have a greater advantage to complete the purchase.
The Importance of the Medley
Since its acquisition by Sanofi in 2009, for about R$ 1.5 billion, Medley has stood out as one of the main generic manufacturers in Brazil. Currently, the company has an annual EBITDA close to R$ 400 million, a result of its strong presence in the market and a robust portfolio of affordable medicines.
The sale of Medley symbolizes more than a billion-dollar deal. It represents a strategic opportunity for companies looking to expand their operations, gain scale, and improve margins in a highly competitive market. It also signals the relevance of the generic sector, which plays a fundamental role in the democratization of access to health in Brazil.
Market Outlook
With the completion of the transaction, a new competitive dynamic is expected in the Brazilian pharmaceutical market. The buyer will have not only a valuable asset, but also the challenge of integrating operations, maximizing synergies and maintaining the leadership earned by Medley over the years. For the sector, the dispute promises to heat up investments and boost growth strategies, bringing positive effects to the production chain and consumers.
In summary, the sale of Medley is a milestone that can redefine competition in the generic segment, strengthening the position of local pharmaceutical companies and attracting new eyes to the potential of the Brazilian market.
Source: https://fusoesaquisicoes.com/hr/farmaceuticas-se-movimentam-para-entrar-na-disputa-pela-medley/
