bottom...the answer to that is it takes time to study , research and analyze a business approach for a world-wide corp like TEVA. Things change daily. He has to address the whole business community with this. It's no secret TEVA has lost a lot of this said important group.
Levin may very well have a good idea of his plan and in fact may be implementing some of it now. He said December. We may want to hear something now, but rushing to judgement (for a lack of better words) is not what made Levin the respected CEO that he is. I'm guessing though he will address his progress to a certain degree at the conference call. gl
At this juncture it is anyone's guess. Personally, I believe we are going to hear something relatively good. There has been a good amount of positive news lately on late stage drugs, plus we already know the 4th quarter will be a strong one, since Levin spoke of that at the last earnings release. I just hope the 3rd quarter isn't too weak. Normally, the market looks ahead, but it seems any type of mediocre or bad news with Teva whether it be current or future the stock gets slaughtered. I don't want to get my hopes up too high but I believe Levin knows the stakes are high and to just come out and not offer anything new and bold would be a huge mistake and a missed opportunity. It is his opportunity to show Wall Street he is not just an ordinary CEO.