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  • Spectrum Pharmaceuticals: Key Drug Fusilev May Face Generic Competition Soon [View article]
    Root, Apaz is a bait thrown at investors. that's all. Apaz is a dud imo.
    Jul 10 12:43 AM | Likes Like |Link to Comment
  • Spectrum Pharmaceuticals: Key Drug Fusilev May Face Generic Competition Soon [View article]
    hey, how can fusilev ever face generic competition.

    Haven't you listened to this b.s before ?
    Fusilev will stand on its own.
    Fusilev is pure drug..generic drug has impurities!
    Fusilev is shown to have better safety in 1 clinical study!

    I personally will never touch sppi even if it goes to $1
    Jul 10 12:42 AM | Likes Like |Link to Comment
  • Who Is Telling The Truth On Fillers: Valeant's CEO Or Allergan's CEO? Is Valeant's Debt A Time-Bomb? [View article]
    well, the twist is it trades at undervalued prices (9 times ebitda). If Allergan makes a fair value offer which is around 18 times Ebitda for limited competition generic play(based on precedent transactions like the Agila-Mylan deal), then Board will be compelled to review such a transaction in the interest of ALL shareholders. If the Board can't come up with a reasonable way to get to Allergan's offer price in reasonable period, they owe fiduciary duty to ALL shareholders and may indeed have to accept Allergan offer. Allergan can benefit by revenue and cost synergies including ROW potential of taro's products. What do you say to this?
    Jun 24 05:55 AM | Likes Like |Link to Comment
  • Who Is Telling The Truth On Fillers: Valeant's CEO Or Allergan's CEO? Is Valeant's Debt A Time-Bomb? [View article]

    -In order to ward off VRX effectively, Allergan's board should consider bidding for Taro..trades only at 9 times ttm ebitda. By looking at Allergan's business, Taro's Rx Generic Dermatology makes it complimentary and help furthering the combined brand. Allergan is primarily Aesthetic specialty and taro is primarily Rx Generic .
    Your thoughts?
    Jun 23 05:46 PM | 1 Like Like |Link to Comment
  • Family Dollar - Icahn Making Headlines Again, Sounding More Determined Then Ever [View article]
    thanks value investor. how icahn is going to be gain majority shareholder support is going to be interesting.....he and ackman are really pushing the envelope (rightly so) in making the board realize all the unlocked value for shareholders.
    Jun 23 07:31 AM | Likes Like |Link to Comment
  • Volcano Corp. Is Likely To Be Acquired Soon - Here Is Why [View article]
    good article scott. One thing you could have pointed is : volcano is a gigantic part (33%) of engaged capital's overall portfolio
    Jun 16 07:10 AM | Likes Like |Link to Comment
  • Treasury official: Recapitalizing GSEs would take 20 years [View news story]
    i guess this guy hasn't seen the profitability of gse (barring the one-off housing bust created by wall street)
    Jun 14 10:21 AM | Likes Like |Link to Comment
  • Why don't all the parties just sit down and talk? [View news story]
    unfortunately that may well be the case....otherwise allergan has to come up with what is the right or fair value of allergan and how they think will be able to achieve that price for shareholders as a standalone.

    if valeant cannot match that fair value of allergan, then they will shut up

    right now it appears to me the leadership in allergan seems to be more concerned about losing their jobs. the right thing for them to come out and say is the following:

    " hey we think the fair value of allergan is $x.....and we have clear roadmap how we are going to there in a reasonable period......

    if you offer $x in cash + stock of combined entity(with cash-stock in this mix), we will take it.

    instead allergan is just saying, we dont like valeant stock and their model...
    Jun 13 06:45 PM | Likes Like |Link to Comment
  • Fannie Mae Has Adequate Capital To Be Released From Conservatorship [View article]
    Hopefully politicians will release fannie mae back to its shareholders
    Jun 13 01:15 PM | 10 Likes Like |Link to Comment
  • Pershing Square seeks declaratory statement re Allergan poison pill [View news story]
    Great shareholder activism.
    Jun 13 07:19 AM | Likes Like |Link to Comment
  • Provectus Management Responds To Accusations [View article]
    " for a company with an investigational drug entering Phase III randomized controlled trial."

    Buddy they are in this mode for VERY LONG TIME. why not do phase 3 and just execute, and get the data... instead of releasing 100's pr's??
    Jun 7 06:36 AM | 1 Like Like |Link to Comment
  • Massive FTC Victory Foreshadows Herbalife's Demise [View article]
    I am amazed with so much of FTC risk , HLF continues to trade at such high prices. I guess investors think if US business(20% of Hlf's business) is shut down, the international business will still continue to operate . Otherwise it doesn't make sense why HLF trades around $60.
    Jun 4 08:39 AM | 5 Likes Like |Link to Comment
  • Valeant: New Offer Should Seal The Deal With Allergan [View article]
    Detroit Bear -> Wish Valeant and Bill Ackman looked at taro undervalued pharma trading at 8 times ebitda -> Valeant+taro combination could bring in revenue synergies for taro's 190 products whose potential is yet to be tapped outside of markets of USA,CAN, Israel and UK. ->
    Jun 2 12:20 PM | Likes Like |Link to Comment
  • Taro: The Best Opportunity In Pharma [View article]
    When Virgina wealth says management is aligned , I do not agree. Here is why:

    1. $630m cash (by 06/01 could be $680m) - Why can't we acquire marketed or late stage assets ?

    Sun's ex-Taro cash position is lower but yet, Sun has been doing M&A very aggressively...Dusa, Url, Ranbaxy . Why is Taro sitting with so much for the last few years and not pursuing inorganic growth ? As far as I know novexatin is the only inorganic growth opportunity pursued in the last 3 years

    2. Rest of World market potential for Taro's 190 products. Why is this not being exploited ? Or at least communicate to shareholders what the value here is and the various options available to increase shareholder value. This value needs to be realized for all Taro shareholders, not 1 but all.

    3. Why can't we conduct an earnings conf call and be accountable to all shareholders at large ? No guidance is also provided. Contrast this with Sun. They have earnings call and guidance is provided.
    Board's duty is towards all shareholders. Esoterism doesn't help in retaining or attracting new shareholders. It keeps the share price very it keeps the market guessing whether they will do the right thing for minority(non-controlling) shareholders . Ultimately they may do the right thing. But market price will continue to be depressed until then. Lets not forget those "offers".

    4) I really hope Blue mountain is able to uncover the truth on those BBH stashed shares. It is extremely disappointing to see BM selling shares (I guess hedge fund is a hedge fund and they are primarily traders...maybe they will come back and acquire)

    5) Is Minority request to have 1 nominee from minority fair and ethical ?
    Every single guy in the board is the nominee from Majority shareholder. What kind of corp governance is it?
    Jun 1 08:29 AM | Likes Like |Link to Comment
  • Taro: The Best Opportunity In Pharma [View article]

    anyone knows which products they are referring here and est impact ?

    Archana: Let’s focus on the Taro numbers then. There have been some slippages in this quarter for Taro numbers. Could you help us identify would these pressures be continuing in the coming quarters as well? A: They have also indicated pricing related pressure. How that will continue and all is difficult for us to identify very specifically. Over the last two years we have been saying that once competition enters in a few products there would be a challenge that would be faced in terms of sales and margins. It is not very different from what you are seeing now. How it would play out over the next few quarters or years is difficult to say but as far as our guidance is concerned, which is 13-15 percent sales growth, all those things have been already accounted for in this guidance. Reema: So, you are saying that based on the pricing pressure USD 200 million kind of contribution that Taro has given you all will be difficult in the coming quarters? A: What I am saying is whatever performance we see of Taro in the coming quarters all of that is already been built-in to the guidance that we have given. Whether it will be at X level or Y level that is something that I am not saying right now. That is something that Taro probably needs to disclose if it wishes to. So, I am not disclosing any specific indication for Taro separately.

    Read more at:
    May 31 09:05 AM | Likes Like |Link to Comment