It's happening! New offer from Ackman. New horizons.

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There what is..... If and its still a big if we are sold it will be to Actavis who have been said will bid $200 or more. Much better fit. Friendly merger. We could still buy Salix who knows. No one on cafepharma know thats for damn sure.
 








I wish I had pockets the size of Ackman!
Oh I have just found 4.5b that you can have!!!!
Given that he bought AGN shares almost half the price they are now, and with the Actavis bid rumoured to be around $200.......could it be that this was his plan all along?

I guess he and Pearson have a deal in place and the two of them will dance off into the sunset!
In the meantime good people (my friends) have lost their jobs!

Ackman is in a win-win situation, unless insider trading is proved!
They won't get him for that! They might close the loophole, but given that he makes over 1 billion out of this deal......you do the Maths!
 




Anonymous said:
There what is..... If and its still a big if we are sold it will be to Actavis who have been said will bid $200 or more. Much better fit. Friendly merger. We could still buy Salix who knows. No one on cafepharma know thats for damn sure.
Click to expand...

"Friendly merger" was my first thought too, but unfortunately, having done some research, it sounds like Actavis is just the lesser of two evils. They're a roll-up too, and they have all the disorganization, layoffs and other problems that roll-ups have. Fortunately though they do have the intelligence to recognize that destroying our R&D would be stupid.

Here's hoping that we can stay independent--though that's a slimmer and slimmer chance each day it seems like.
 




Where is this extra $15/share coming from? Valeant is tapped out on borrowing and I doubt Ackman is that stupid to put up his own money. I guess the M&A fairy is going to wave her magic wand.
 




Anonymous said:
"Friendly merger" was my first thought too, but unfortunately, having done some research, it sounds like Actavis is just the lesser of two evils. They're a roll-up too, and they have all the disorganization, layoffs and other problems that roll-ups have. Fortunately though they do have the intelligence to recognize that destroying our R&D would be stupid.

Here's hoping that we can stay independent--though that's a slimmer and slimmer chance each day it seems like.
Click to expand...

Having been through a "merger" w Actavis, I can tell you they will cut R&D but not to Valeant levels. I am in sales, and that is where they cut us hard. Honestly, they were probably smart, but they are very good at cutting the number of duplicate reps/marketing heads w the same end user. If you have 4 reps calling on one specialty you will be lucky to keep 2 and you may go to 1 in smaller markets. I came from a company that offered "prebates"...rebates in the front end to flip business. They don't like any of those programs, free goods, etc. They retained some, but they treated it as a last resort.

Overall, like most companies. Good and bad. But from what I read about Allergan I would prepare for cuts to head count and a drastic cut to S&M expenses.
 








Anonymous said:
Having been through a "merger" w Actavis, I can tell you they will cut R&D but not to Valeant levels. I am in sales, and that is where they cut us hard. Honestly, they were probably smart, but they are very good at cutting the number of duplicate reps/marketing heads w the same end user. If you have 4 reps calling on one specialty you will be lucky to keep 2 and you may go to 1 in smaller markets. I came from a company that offered "prebates"...rebates in the front end to flip business. They don't like any of those programs, free goods, etc. They retained some, but they treated it as a last resort.

Overall, like most companies. Good and bad. But from what I read about Allergan I would prepare for cuts to head count and a drastic cut to S&M expenses.
Click to expand...

Well, as much as I hate to see a cut to R&D, I'd hate worse to see a cut to sales.
 
























Pearson is done. You know it, "good luck with that" guy. Allergan is already worth more than vrx offer plus the speculated 15 dollar increase they are currently shaking the couch cushions for
 








Anonymous said:
Pearson is done. You know it, "good luck with that" guy. Allergan is already worth more than vrx offer plus the speculated 15 dollar increase they are currently shaking the couch cushions for
Click to expand...

Allergan's current value is due to the takeover battle started by Valeant. Let's see what happens share price if Allergan stands alone in 6 months.
 








Anonymous said:
I'd hate to see it too, but isn't Neuro and Opth still overstaffed?
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Any division that has multiple reps calling on the same physician will be cut considerably. For example, if you have 4-5 reps calling on an Ophthalmologist or Plastic Surgeon that number will go down to 1 or 2.

Actavis will look at a situation like Aesthetics, where you have a skincare rep, an injectables rep, an implant rep, a recon rep, etc and I can tell you that number will be slashed to one, maybe two reps. Same thing for marketing.

So yes, they generally spare research and product engineers, but they will streamline sales and marketing.
 




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