Shire 'looking' at Salix







Two little turd companies combine to make one big shit company!
Who cares anyway?

We should be very aggressive here. Easy to mock Salix since we compete in the 5-ASA space and have destroyed them. That said, Apriso makes up a tiny fraction of their business and their pipeline blows ours out of the water. Their antibiotic alone makes this a no-brainier. Solidifies our position in GI. Lialda goes generic soon- what then?
 






Salix is too reliant on xiafaxan. Going forward I see strong headwinds from hcv oral therapys plus i do not see pcp's and Im's writing it for Ibs D (not gonna happen).
The other products are junk and the reps are cheeser cheesers
VOTE NO
 






















































Both Valeant and Shire leaking articles on the same day. This is going to get interesting!

Or more likely Salix leaked both articles trying to get a higher price. You can't trust anything that company says- they already had the CEO and CFO get fired for false financials. They will be had on the cheap no one is going overpay for them.
 






Do a little reading. There were no 'faked' financials. No past restatements occurred. You simply spouted off what the initial 'drive by' articles stated. Abnormally high wholesaler inventory was the only issue.