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"Risk comes from not knowing what you're doing" Warren Buffett I look and sift the world for such misplaced bets. When I occasionally find one, I first exploit it for profit. Then, I write about it for anyone else interested in such ideas. Twitter: @unemon1 Scribd:... More
  • Horizon Pharma ... Initial Notes!  2 comments
    Jul 28, 2014 11:37 AM | about stocks: HZNP

    Here my notes on Horizon Pharma. The plan was to divide the Report into 2 parts, where in the first the absurd VIDARA acquisition was going to be addressed ... .. while in the second part ... the sub-average AND over-priced current HZNP product Mix had to be exposed. Well, apparently the 2nd part isn't necessary anymore. My take was that, insurers would soon have started ending coverage for 2 overpriced and unnecessary combos ... namely Duexis and Vidara... (whose prices had increased by more than XXX% in 3 years).

    http://unemon.com/ResearchEasy/20140728_HZNP_NOTES_ORIGINAL.html

    * pls be careful on the Rev Table. Some data are obtained through interpolation. So, you should read the SEC filings and get the data yourself. Substance does however not Change.

    ** Just notes ... maybe someone can pick up a new perspective. Nothing more

    Disclosure: The author is short HZNP.

    Stocks: HZNP
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Comments (2)
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  • Arrow Hendrick
    , contributor
    Comments (109) | Send Message
     
    Congrats... great work!
    28 Jul, 12:11 PM Reply Like
  • stoudemire24
    , contributor
    Comments (2) | Send Message
     
    Nice call Unemon..you nailed this one.
    28 Jul, 02:35 PM Reply Like
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