It is a shame that Valeant is keeping Vision Care

[Anonymous]

It is a shame that Valeant is keeping Vision Care. Vision Care does not fit into Valeant's goals for the future at all. It is likely Valeant will take all of the cash from Vision Care and put it into the Pharma business. Also without any R&D Vision Care will eventually die.

What a shame. Such a good company in Rochester is killed off by corporate mergers and poor management. The only hope for Rochester is if Vision Care is sold off in a month or two. If it is not there will not be anything left to sell in Vision Care.

Everyone left in Rochester knows this. People are trying to play dual roles in Vision Care and Pharma so that when Vision Care dies they still have a job working on Pharma projects. It also explains the layoffs. Anyone with purely a Vision Care background was laid off.

 

[Anonymous]

In order for Valeant's business model to work they have to cut and layoff fast. The politicians slowed them down. So Valeant is now operating Vision Care and Pharma with half of Valeant's business model and half of B+L old business model.

This is bound to fail. Pick a business model and carry it out. Halfhearted efforts will yield less the optimum results. Look for Valeant to pick a business model in 2014 and stick with it. Wall Street will be asking Valeant whether they have changed their way of running the business and this should reflect on the stock value going forward.

 

[Anonymous]

why don't you short the stock, since you know so much about Valeant's plans and their imminent failure?

 

[Anonymous]

why don't you short the stock, since you know so much about Valeant's plans and their imminent failure?

Good idea.

 

[Anonymous]

Vision Care would die anyway. This BU only value for its declining cash flow. No one was interested on that: lack of innovative products, complex logistics and plants network, many quality issues everywhere, this will not be a good end. One key reason for WP divest B+L instead of an IPO. Unfortunately B+L will end like their Rochester neighborhood.

 

[Anonymous]

Still a large R&D even though Valeant is described over and over again as a company that does not do research. Marketing is smaller but not Valeant small.

Lots more to go folks. 2014 will be hell.

 

[Anonymous]

B+L went off NYSE and Zarella and co took their cash cut.

Then the private equity co. Warburg Pincus squeezed and made a fortune.

Valeant are the next on the foodchain. They will suck B+L dry and leave a division running on empty.

Does not look like they will even try to pretend that there is a stack of new lens products being prep'ed for future cash flow. It has no long term future as a stand alone business. Therefore no company outside Vision Care industry will be interested in buying the lens business. The big 3 will not be interested.

Expect Valeant to offload Lens & Solutions to a new kid on the block Vision Care company looking to get into the markets where B+L has a reasonable share. All they will be buying is manufacturing lines and existing products. Timeline: 16 months.

 

[Anonymous]

B+L went off NYSE and Zarella and co took their cash cut.

Then the private equity co. Warburg Pincus squeezed and made a fortune.

Valeant are the next on the foodchain. They will suck B+L dry and leave a division running on empty.

Does not look like they will even try to pretend that there is a stack of new lens products being prep'ed for future cash flow. It has no long term future as a stand alone business. Therefore no company outside Vision Care industry will be interested in buying the lens business. The big 3 will not be interested.

Expect Valeant to offload Lens & Solutions to a new kid on the block Vision Care company looking to get into the markets where B+L has a reasonable share. All they will be buying is manufacturing lines and existing products. Timeline: 16 months.

again..the big 3 are Pharma company...Vision care is no more a stay alone business...
VisionCare globally will be part of Pharma and that's it...it's very simple...this process started years ago and with Novartis buying both Alcon and Ciba was completed..
B+L is just another small part...Cooper which is the more flexible (and strange to say they Operate in a similar way of Valeant) and more rentable is not a real Pharma ..I think thay will be next target for a big pharma (real Big not Valeant...)