Virtual $16 bln health merger destroys real value

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The $16 billion merger between two telehealth providers is set to destroy real value, says rob_cyran.

Teladoc Health said on Aug. 5 it had agreed to acquire telemedicine rival Livongo Health in a deal it said was worth $18.5 billion including the assumption of $550 million of convertible debt, based on closing prices on Aug. 4. Each share in Livongo will be exchanged for 0.592 shares of Teladoc and $11.33 of cash. The total consideration of $158.98 per Livongo share is a premium of 10% to the company's closing stock price on Aug. 4.

Based on the latest outstanding share count for Livongo, according to Refinitiv, the equity value of the deal is $15.6 billion. Following the deal, Teladoc shareholders will own about 58% of the combined firm, and Livongo's owners around 42%. Teladoc’s shares fell more than 15% in morning trading on Aug. 5 following the news. Livongo shares fell more than 10%.

 

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ReutersBiz rob_cyran The market absolutely cucked these companies today.

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