Town Hall 12/2/14

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Anonymous said:
So I guess nobody wants to buy us, which is why we're being bored by finance still.
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Companies are willing to look. Didnt you see the Boston Sci people loitering in the cafe a couple of months ago? The bottomline is Rajiv wants some value and other companies see a dying cow.

Womens is dead and all of the remediation and litigation risk has not been solved. Hidden cost another 1Billion.
BPH dying. Losing share quarter after quarter, price increases do not equal growing business
Mens health doing ok. Worth? 400 Million +/-

R/D: nothing in the pipe so there is no value here
Tonka building? Sure its worth a couple of bucks if sold.

Coal in the christmas stockings this season.
 




Anonymous said:
Companies are willing to look. Didnt you see the Boston Sci people loitering in the cafe a couple of months ago? The bottomline is Rajiv wants some value and other companies see a dying cow.

Womens is dead and all of the remediation and litigation risk has not been solved. Hidden cost another 1Billion.
BPH dying. Losing share quarter after quarter, price increases do not equal growing business
Mens health doing ok. Worth? 400 Million +/-

R/D: nothing in the pipe so there is no value here
Tonka building? Sure its worth a couple of bucks if sold.

Coal in the christmas stockings this season.
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Its post like this that drive the home office nannies crazy! Its true which is why they want you silenced
 




Word is that Boston offered 3 times our earnings, which puts the offer at about $1.5B. That's not something Rajiv is going to listen to and I don't blame him. If you work for AMS, there's no way we want to be sold on the cheap like that, especially to a company that's only going to break us apart. Granted sales are down and WPH and BPH may not carry their weight like they used to but we are profitable for Endo, which is why Rajiv won't give us away.
 




Anonymous said:
Word is that Boston offered 3 times our earnings, which puts the offer at about $1.5B. That's not something Rajiv is going to listen to and I don't blame him. If you work for AMS, there's no way we want to be sold on the cheap like that, especially to a company that's only going to break us apart. Granted sales are down and WPH and BPH may not carry their weight like they used to but we are profitable for Endo, which is why Rajiv won't give us away.
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Why does it matter if you work for AMS what the price is? No one gets Endo plc stock anymore, except Camille and his cronnies. Boston did not offer 1.5, it was much less and the reason why is that substaintial litigation costs remain as do real antitrust issues. Add the fact there is zero R & D (thanks Rajiv- this is your vision) there is no future value for any acquirer to price into a deal.

Doesnt anyone remember the Healthtronics fiasco? Rajiv was forced to give this pig away. Just as he will give away AMS.
 




Besides further litigation concerns, men's health products -units - in late mature to declining product life cycle stages and BPH in "dead division walking" mode, we also have to recognize the decline of the specialty of urology as a contributor to AMS' marketability. The most successful private practices have merged and now generate 60% of their practice revenue from ancillary services. Other private practices are part of a multi-specialty group or are owned by hospitals and have less influence of what treatments/products they can offer.
Catalyst to change these trends?
 




Anonymous said:
Besides further litigation concerns, men's health products -units - in late mature to declining product life cycle stages and BPH in "dead division walking" mode, we also have to recognize the decline of the specialty of urology as a contributor to AMS' marketability. The most successful private practices have merged and now generate 60% of their practice revenue from ancillary services. Other private practices are part of a multi-specialty group or are owned by hospitals and have less influence of what treatments/products they can offer.
Catalyst to change these trends?
Click to expand...

The last 2 posts are spot on. The likelihood of AMS being acquried for a premium is nil. Rajiv knows that AMS is worth less tomorrow than it is today so there is probably a sense of urgency to unload AMS sooner rather than later. But as far as I know Dave Holvec has retired and cannot overpay for another company. Whats Marty emerson doing and how deep is his checkbook?
 








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