This is a joke right? Do you realize they purchased AMS and still have zero clue on how to integrate with them, let alone manage that company? The CEO of Endo will go down like Jim Tobin did from Boston Scientific.
Now they are planning an SAP implementation that will soak them for even more money. They appear to be blaming internal issues at AMS on ERP and system issues. It is management incompetence more than anything. Systems will not save you. AMS will not recover anytime soon!
Check the local professional groups for their thoughts on AMS. AMS is currently accepting rejects from BSci and other medical device firms. The good resources are staying away. What does this mean? Internally they get weeker!
This company is well managed based on its ability to transition into new products via strategic acquisitions faster than its patents expire. At the same time its cash flow remains strong without heavy debt accumulation.