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I don't think that the stock price has had a gain in the last year. Wasn't it projected to be about $25 when we launched Treximet? I don't know what the end game is, but a lot of employees are losing money on the stock.
 






Stock price is down recently due to the Valeant mess, but the real issue going forward is that the entire business plan was modeled on Valeant!

-Buy old drugs from other companies, raising the money for the deal by going deep into debt

-Immediately raise the price (Treximet price increase 150%)

-Push the drugs through a Specialty Pharmacy Network (Pernix Phamacy Direct) to bypass traditional retail pharmacy

After the Valeant debacle, we will no longer be able to fly under the radar and to continue executing this business model, it's just not going to happen! The scrutiny from Wall Street and the Government will be difficult to hide from......

Can you imagine that we can add more debt, buy two or three other drugs, significantly raise the price on day one, and not be seen as a Valeant clone?
 






anonymous said:
Stock price is down recently due to the Valeant mess, but the real issue going forward is that the entire business plan was modeled on Valeant!

-Buy old drugs from other companies, raising the money for the deal by going deep into debt

-Immediately raise the price (Treximet price increase 150%)

-Push the drugs through a Specialty Pharmacy Network (Pernix Phamacy Direct) to bypass traditional retail pharmacy

After the Valeant debacle, we will no longer be able to fly under the radar and to continue executing this business model, it's just not going to happen! The scrutiny from Wall Street and the Government will be difficult to hide from......

Can you imagine that we can add more debt, buy two or three other drugs, significantly raise the price on day one, and not be seen as a Valeant clone?
Click to expand...

The largest PBM's all announced yesterday that they are now reviewing Pharma relationships with Specialty Pharmacies. They are specifically looking at "captive specialty pharmacies", those owned by the Pharmaceutical company (as in the case of Valeant and Philador), but it won't be long until they crack down on Pharma pushing Rx's through contracted SP's to circumvent the PBM business rules. I would bet our PPD program will soon be among those under scrutiny, and if the PBM's begin to refuse to pay for our drugs, we are toast.
 






anonymous said:
The largest PBM's all announced yesterday that they are now reviewing Pharma relationships with Specialty Pharmacies. They are specifically looking at "captive specialty pharmacies", those owned by the Pharmaceutical company (as in the case of Valeant and Philador), but it won't be long until they crack down on Pharma pushing Rx's through contracted SP's to circumvent the PBM business rules. I would bet our PPD program will soon be among those under scrutiny, and if the PBM's begin to refuse to pay for our drugs, we are toast.
Click to expand...

The stock price is down because we still don't have ADT on our flagship product and the street knows Teva is about to launch with ADT. When we get ADT next year it will rebound if too much damage isn't done beforehand. Time will tell.
 


















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