Read the financials results for Q4. AZ profit down 49%, revenue down, operating margins down, and bottom line, AZ lost 330 million in the 4th quarter for a loss of .25 per share of stock. The biggest cost in the company is sales support so guess where the cuts need to come from. We all knew that this was unsustainable but now the fat lady is beginning to sing. There is no way Frenchie can talk his way out of this bubble. Heads are going to roll as AZ stock price plummets in an up market.The Pfizer very recent purchase of Hospira has laid to final rest any merger possibilities with them for a good while, so the Pfizer buyout premium, that the AZ stock has enjoyed for quite some time now, will begin to erode away. Earnings miss and the big payout for the two marginal COPD drugs also weighs on the stock price. The earnings call also gave a stark reminder that Nexium sales are about to be going south very quickly now and that Crestor sales will be doing the exact same thing the following year also surely are weighing heavily on the stock price. Newer products are not yet contributing enough sales to even nearly make up for these predictable sales losses. Will they ever? There are many factors that are all pointing in the same direction right now. Is this just a one day dip, or is this the beginning of a trend? Only time will tell. In this bubble market, nothing seems to matter with changes in the fundamentals, so who knows?
You are so full of shit I can smell you from here. You are the one that knows shit zero about what is driving down AZ stock price. Read the above post for an education dumbass.I'm guessing you either didn't read the email today or you know absolutely nothing about stocks. AZ just agreed to a 600million dollar deal to purchase actavis respiratory portfolio. That means we will have to pay them, which will lower the share price in the short run.
Great insight though OP. Glad to know there are brainiacs like you representing the company.
Ya Think??The biggest expense is the dividend payout not sales support, but you are right that we do know which one of those two will see cuts first.
Well what the fuck do you expect them to say. Their jobs are on the line so they lie like a cheap rug. Just like, there are no planned layoffs. Or, the pipeline is rich and our best years are ahead of us not in the past. Or, our future has never looked brighter and the Pfizer offer was far below the actual value of the company.After reading Pascal and Paul's emails, I thought AZ was on fire and had record sales for 2014.
How many of the lazy ass delusional among our peers do you think have any fucking clue what the financials say and mean? I would guess maybe 1 out of 60. The rest are just blind sheep willing to put up with anything for one more paycheck.Well what the fuck do you expect them to say. Their jobs are on the line so they lie like a cheap rug. Just like, there are no planned layoffs. Or, the pipeline is rich and our best years are ahead of us not in the past. Or, our future has never looked brighter and the Pfizer offer was far below the actual value of the company.
Everything they tell you is tainted with lies to keep us from jumping overboard until they are ready to walk us off the plank.
Nothing can save AZ!
It has dropped from $84 to $67 and will continue to slide now that Pfizer took their money somewhere else. So if you own 2000 shares, Frenchie lost you $34,000 in less than 6 months while the rest of the stock market has continued to go up. I would say that is a bad return on your investment.Wow, I was expecting to look and see the stock price in the 40's and it is 69 1/4 !!!
Really falling like a rock! I'll check back next year and see if you are still at it, loser.
AZ is losing money.
AZ sells products that literally cost .001 cent per pill to manufacture and sell for $4.00 + each, and AZ is losing money.
There's a hole in daddy's arm, where all the money goes...