Why the deal is going to pass FTC.







Koonie will retire and continue to breed Yorkies and go on to win "best in show" at Hoboken, NJ. Peddle-a-way will sell his preston estate and move to dothan alabama and raise peanuts next to jimmy carter. Perkypants will pull up stakes and move to New York to be next to his idol, stevie feinburger. A love affair finally consumated !
 






Yeah, this brings it all home to me. What about Gaither and Hanson. Do they ride off into the sunset together as scripted?

Not if Keith K has anything to say about it. He would feel jilted!!!!!
 












A lot of economic analysts and experts in the merger agree with this:

- The merged company "Grifols-Talecris" (AKA TaleCrisis) should sell Plasma Centers, shrink Fractionation capacity, downsize IVIG and Alpha-1 distribution -

Two If:

1- If you do not understand this, then no understanding is possible.

2- If the buyer in the acquisition is announcing this Friday, 18 Feb 2011, a new Fractionation Plant in Barcelona, with a cost less than 20% of the "flagship" being built theese days in Clayton North Carolina ... what it say to you?

Perhaps Grifols see harsh FTC conditions on the horizon? NO DEAL ALLOWED BY THE FTC AHEAD?

Do you really think that the Talecris "Masters and Commanders" will be fired with current Grifols politics? See post 21. Money talks... sad but true.

It is not about Koonies, Perkypants, Peddle-a-ways, Feinburgers... it is about 50% of public hospitals that cannot purchase enough IVIG to meet all patient needs, about the 27 percent of U.S. hospitals with instituted criteria for prioritizing IVIG use, about the FTC-White House-Cerberus-Dan Quayle & John W. Snow love affairs, about the Talecris 3.7% (2010 Standard & Poor’s data) revenue into free cash flow over the past 12 months vs. 33.7 % Amgen, 15.4 % Baxter or 12.9 % Pfizer, about Talecris operating cash flow from questionable sources, about the huge amount of money Grifols is loosing everyday since end of November -interests of $ 3.4 billion signature acquisition and even before with all Grifols investments on hold, delayed IVIG validations, delayed Fractionation projects... -without any FTC decision, about fewer players to arrange IVIG and Alpha-1 price, about the fact that the CSL deal price was $ 3.1 bn instead of Grifols one $ 4 bn… one year later… with an international debt crisis since 2008, about the fact that one year before CSL agreed to pay only a $75 million break-up fee, not $ 375 million.

This is what is this about.

PS First Anonymous and Supporters buy more Talecris stock today.
Buy, buy, buy!!
 






A lot of economic analysts and experts in the merger agree with this:

- The merged company "Grifols-Talecris" (AKA TaleCrisis) should sell Plasma Centers, shrink Fractionation capacity, downsize IVIG and Alpha-1 distribution -

Two If:

1- If you do not understand this, then no understanding is possible.

2- If the buyer in the acquisition is announcing this Friday, 18 Feb 2011, a new Fractionation Plant in Barcelona, with a cost less than 20% of the "flagship" being built theese days in Clayton North Carolina ... what it say to you?

Perhaps Grifols see harsh FTC conditions on the horizon? NO DEAL ALLOWED BY THE FTC AHEAD?

Do you really think that the Talecris "Masters and Commanders" will be fired with current Grifols politics? See post 21. Money talks... sad but true.

It is not about Koonies, Perkypants, Peddle-a-ways, Feinburgers... it is about 50% of public hospitals that cannot purchase enough IVIG to meet all patient needs, about the 27 percent of U.S. hospitals with instituted criteria for prioritizing IVIG use, about the FTC-White House-Cerberus-Dan Quayle & John W. Snow love affairs, about the Talecris 3.7% (2010 Standard & Poor’s data) revenue into free cash flow over the past 12 months vs. 33.7 % Amgen, 15.4 % Baxter or 12.9 % Pfizer, about Talecris operating cash flow from questionable sources, about the huge amount of money Grifols is loosing everyday since end of November -interests of $ 3.4 billion signature acquisition and even before with all Grifols investments on hold, delayed IVIG validations, delayed Fractionation projects... -without any FTC decision, about fewer players to arrange IVIG and Alpha-1 price, about the fact that the CSL deal price was $ 3.1 bn instead of Grifols one $ 4 bn… one year later… with an international debt crisis since 2008, about the fact that one year before CSL agreed to pay only a $75 million break-up fee, not $ 375 million.

This is what is this about.

PS First Anonymous and Supporters buy more Talecris stock today.
Buy, buy, buy!!

Whatever you're drinking, pass it along for the rest of us to share.
 












Let me once again remind you mental midgets that it's Talecris insiders posting all of these putrid comments in an attempt to incite competitors, sidetrack investment analyists and employees.
 


















Let me once again remind you mental midgets that it's Talecris insiders posting all of these putrid comments in an attempt to incite competitors, sidetrack investment analyists and employees.

What do you want to do? Continue telling stories about FTC green lights, about people who will be terminated, about fake deals? Who is the mental midget here?
 


















I agree too. Today the merger fans will be howling about the "very good results" of Talecris... let's see how much time until somebody dig in the data and shows the real beauty of it.

Well to have a record annual revenue of $1.6 B is a good year. When you look at where the improvement over last year occurred, it appears there was an increase in IGIV revenue (which is probably partly due to the Octapharma recall but probably also the CIDP indication or just a nominal increase in demand), but there were also benefits from increased pricing (which is kind of shady). All in all, the revenue side looks good. It's all the other hullabulloo about legal fees from the mergers, law suits, executive bonuses, etc that make you wonder about wasted opportunity. My guess is that there is a lot of fudging to make sure the numbers are met each quarter, but this is how most American companies work, so it's not surprising. Move a little here, move a little there, and yay the stock market is happy!