Is Shire the next Valient?

[Wize Guy]

Decimal Error? CEO over promising growth thru acquisition? Price increases? Huge golden parachute? Just listen to how the rare disease BU saps all the revenues from NS at our coming meeting. At least we have an eye drop that's not approved yet. Dry eyes will save the company. Thank god for pollen and dust. I predict complete Company and BU Fragmentation by 2020. Thoughts?

 

[anonymous]

Decimal Error? CEO over promising growth thru acquisition? Price increases? Huge golden parachute? Just listen to how the rare disease BU saps all the revenues from NS at our coming meeting. At least we have an eye drop that's not approved yet. Dry eyes will save the company. Thank god for pollen and dust. I predict complete Company and BU Fragmentation by 2020. Thoughts?

Pollen and dust? You're an idiot!

 

[anonymous]

brush up on your spelling. it's VALEANT. and no, it's a completely different business model.

 

[Wize Guy]

Man. It's so easy to get a rize out of the board police. I can't make this stuff up. And yes. Pollen and dust. They both can cause dry eyes! Durrrrr. How are we going to reach 20 by 20 when Vyvanse is our cash cow. Riddle me this...How many billions did Vyvanse do in 2015?

 

[anonymous]

brush up on your spelling. it's VALEANT. and no, it's a completely different business model.

Actually the models are similar- weak to no internal R&D, hunting for assets to buy at inflated prices, revenue growth driven by cost cutting and price increases, and a proud McKinsey heritage.

 

[anonymous]

Actually the models are similar- weak to no internal R&D, hunting for assets to buy at inflated prices, revenue growth driven by cost cutting and price increases, and a proud McKinsey heritage.

you are such a wiz. you know EVERYTHING. except business. nope you don't know that.

 

[anonymous]

you are such a wiz. you know EVERYTHING. except business. nope you don't know that.

Thanks for your comments KK. Very insightful.