Who will be sold... WH, AI or both?

[anonymous]

Thinks Saunders is going to save AI bc it’s legacy Forest?

 

[anonymous]

sounds like he has both WH and AI for sale. Just a matter of finding someone to buy them.

 

[anonymous]

Actually the answer may well be everything is for sale. Do your diligence: while always a popular rumor, Pfizer is in the shadows again. They: like us are desperate to move their anemic stock price. They have a boatload of repatriated cash and Trump issued an executive order 2 weeks ago that rolls back Obamas order on inversions that crushed the original deal. Now it isn't about the tax domicile rather Pfizer wanting our products in order to stoke their revenues.Why do you think our stock popped yesterday? We must keep in mind that Brent's DNA contains a lot of Fred Hassan: he is built to sell companies, not run them. If our stock moves up again today and into early next week I'm willing to bet the whole company is in play.

 

[anonymous]

Actually the answer may well be everything is for sale. Do your diligence: while always a popular rumor, Pfizer is in the shadows again. They: like us are desperate to move their anemic stock price. They have a boatload of repatriated cash and Trump issued an executive order 2 weeks ago that rolls back Obamas order on inversions that crushed the original deal. Now it isn't about the tax domicile rather Pfizer wanting our products in order to stoke their revenues.Why do you think our stock popped yesterday? We must keep in mind that Brent's DNA contains a lot of Fred Hassan: he is built to sell companies, not run them. If our stock moves up again today and into early next week I'm willing to bet the whole company is in play.

Oh you are SOOOOOOOOOOO wrong! PFE is absolutely not going to go after AGN again. Stock popped for various reasons but not because of a PFE potential interest. THe stock popped due to further concrete talks of strategic direction which they hope to have out in weeks not months. 3% pops do not indicate takeover interests. In 2014 when Actavis made it known they would be the white knight to save AGN from VRX, stock soared on the news. Also, back in Irvine, we all knew about it well in advance. In Irvine now, no one has heard anything remotely indicating a takeover but they are hearing alot about breaking up parts and selling. You really think PFE is interested in AGN with a couple of phase 3 drugs that are still 2-3 years out from "potential approval and money making"? There is no guarantee they will pass safety studies and get approved!!!! PFE is not interested as we speak.

 

[anonymous]

Has the AI division already been sold or still for sale? If so, any idea what company would buy it?

 

[anonymous]

Has the AI division already been sold or still for sale? If so, any idea what company would buy it?

The AI division has been up for sale since 2010 when Meury tried hard to dump Teflaro. Who knows who'd want to buy this division???

 

[anonymous]

The AI division has been up for sale since 2010 when Meury tried hard to dump Teflaro. Who knows who'd want to buy this division???

Huh? 2010 was when it launched. Who made the decision to get into antibiotics anyway?

 

[anonymous]

Huh? 2010 was when it launched. Who made the decision to get into antibiotics anyway?

Exactly. It was a failure at launch.

 

[anonymous]

Exactly. It was a failure at launch.

The reasons for a failed launch were management not understanding the limits of the product’s data, management not understanding how AI’s were used in the real world setting, management remaining purposefully ignorant of AI stewardship best practices (and encouraging reps to work around them), and management pressuring reps to push for stocking less than a month into launch. A lot of bridges were burned that ultimately effected the success of Teflaro (and every other AI launch this company attempted). The final death blow was doubling the price via a new contract structure for Teflaro that was confusing, ever-changing, and punitive to institutions who used the product early in it’s life cycle. Teflaro’s launch and early lifecycle promotion should be taught at business schools to educate people on what not to do.

 

[anonymous]

The reasons for a failed launch were management not understanding the limits of the product’s data, management not understanding how AI’s were used in the real world setting, management remaining purposefully ignorant of AI stewardship best practices (and encouraging reps to work around them), and management pressuring reps to push for stocking less than a month into launch. A lot of bridges were burned that ultimately effected the success of Teflaro (and every other AI launch this company attempted). The final death blow was doubling the price via a new contract structure for Teflaro that was confusing, ever-changing, and punitive to institutions who used the product early in it’s life cycle. Teflaro’s launch and early lifecycle promotion should be taught at business schools to educate people on what not to do.

Yes! I was there for all of it. Failure at launch.

 

[anonymous]

AvyCaz and Dalvance are great drugs and launched well! Unfortunately hospitals care about $$ more then patient lives.