What's the real skinny on Zeus?

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Anonymous said:
Let's see what happens.

If Commercial cuts dollars off the proposed selling point to make volume we are back to the old downward spiral of higher cost and lower margin than our competitors. Then we will all be happy that Valeant have slashed operating costs.
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How are sales doing ? Is supply keeping up with demand ?
 












Anonymous said:
The majority of the claims testing and clinical evaluation was complete before the takeover. All clinical evaluations show clear superiority over previous Bausch products and equivalence or superiority to the competitors (on all topics covered like dryness/vision/comfort/etc).
Imaging the comfort of Oasis, the wet-ability of Bifinity and the visual acuity of PV2. Of course internal testing and clinical information does not always guarantee marketing success, but if nothing else, Ultra will cannibalize PV/PV2 (at a better profit margin) and should take business away from the others.

Also, ProComfort was dropped due to regulatory issues, not because it would share branding with feminine hygiene products. (Marketing did test studies on names without the FDA signing off on the names first)

Ultra will be marketed, but not as heavily as Oasis (seriously, JnJ must be getting a huge bulk discount for their marketing campaigns).
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So what is the downside ? Does Zeus have an Achilles heel ?
 
























Anonymous said:
Shhhh !!
3 card Monte in progress. Who walks away the winner ? Warburg Pincus or Valeant ?
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You are assuming that WP is still playing. Who is the Shill WP or Valeant.

There also has to be a mark. Who is the mark in this game. The banks?, a new potential buyer? stock holders?

If they are found out they will close the game fast and run for the hills or beach which ever is closer.
 




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