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Perrigo Company Public Limited Company Message Board

imho_dyodd 37 posts  |  Last Activity: Jul 18, 2016 1:51 AM Member since: Jul 19, 2012
  • Waiting for earnings call this quarter in August and not in november
    Pls find out what % of nyse listed companies don't conduct earnings call EVERY quarter.
    I bet it is a tiny %

  • imho_dyodd by imho_dyodd Jul 8, 2016 12:10 PM Flag

  • imho_dyodd by imho_dyodd Jul 8, 2016 10:16 AM Flag

    should have been tied to share price via option grants. I doubt he would have been compensated anything considering how share price has moved since July 2014 despite stellar financial results.

    It seems nobody cares about share price other than a few posters here.

    The next CEO pay shd be mostly long term (3year, 5year vesting) option grants with a tiny cash component for meeting his day to day expenses.

  • Reply to

    Share price

    by imho_dyodd Jul 7, 2016 10:17 AM
    imho_dyodd imho_dyodd Jul 7, 2016 11:01 AM Flag

    Likely you are right. I still hope that it's a real change.

    But the fact remains, share price is stuck or even went down since 2 years, despite stellar results , cashflow and cash accumulation. Talk about missed opportunity cost for shareholders with all that cash

    The other fact also remains, sun's huge acquisitions and investments (taros solid results and taros negative leverage helps sun lower it's leverage ratio aiding hesee acquisitions)

  • imho_dyodd by imho_dyodd Jul 7, 2016 10:17 AM Flag

    I was expecting share price to go up based on yesterdays news, that taro will put ceo whose responsibilities will be to only focus on taro...

  • Reply to

    Kal stepping down as CEO

    by tomcom808 Jul 6, 2016 5:41 PM
    imho_dyodd imho_dyodd Jul 6, 2016 10:37 PM Flag

    Indeed a surprising move that they say "ceo to solely focus on taro".
    Remains to be seen if it is theatrics( Dec independent dir elections are due - isS or glass lewis may weigh in like they did last time?) or really genuine

    Hoping for quarterly earnings call

    Hoping for inorganic growth

    Hoping for details on novexatin, timeline,study results, why previous study was another phase2a. Why it took 3 years,etc

  • Reply to

    Kal stepping down as CEO

    by tomcom808 Jul 6, 2016 5:41 PM
    imho_dyodd imho_dyodd Jul 6, 2016 9:54 PM Flag

    .Let's get a highly professional and importantly a CEO who cares for ALL shares including independent shareholders. Also hoping maybe they are exploring merger strategies with other public companies and get ceo from the target company to lead taro. Maybe (speculating)

  • Reply to


    by imho_dyodd Jun 24, 2016 11:48 PM
    imho_dyodd imho_dyodd Jun 25, 2016 2:35 AM Flag

    I believe it is fair for all shareholders to do following
    (Ideally should have been done in Aug 2013, but better late than never)

    1) let independent directors hire independent expert to vet planned clinical & regulatoey milestone timeline for novexatin project to see if it's reasonable and if it could be shortened or expedited in any way.
    2) let the independent expert also monitor progress of this project through to its potential launch
    3) let the independent expert be responsible also for releasing clinical results promptly (yes timely) to public including medical, investor, analyst community. I'll go one step further to have independent expert hire analyst that covered anacor's kerydin to cover novexatin

  • imho_dyodd by imho_dyodd Jun 24, 2016 11:48 PM Flag
    Nimish Mehta, founder and director of ResearchDelta Advisors, said he expects Taro's sales to rise 18 percent this fiscal year based on approvals for new dermatology products.

    Also understandably optimistic on sun's psoriasis drug. No discussion on novexatin.
    High time market starts researching and valuing novexatin just like how it happened for anacor's kerydin

  • Reply to

    20F- searched for novexatin

    by imho_dyodd Jun 11, 2016 6:43 AM
    imho_dyodd imho_dyodd Jun 21, 2016 12:42 AM Flag

    It's just appalling that they have not released top line data from the concluded novexatin trial

    Also they need to answer why is this project going at such slow pace.

    Why was the tag changed to phase2a. Novobiotics had already completed phase2a

    The only real inorganic investment made out of the absurdly negative leveraged balance sheet and the upside of this investment has to flow to ALL shareholders not just 1.

    Release the data, let's have some analysts(not just that mumbai cs guy) who covered anacors kerydin and valeants jubilia cover novexatin

    Put an accelerated timeline to get this to market.

    Let's see your actions in this regard

  • Reply to

    OT: Rahul - 2

    by imho_dyodd Jun 1, 2016 10:27 PM
    imho_dyodd imho_dyodd Jun 19, 2016 12:02 AM Flag

    I am wary of funds. Most are traders. Most are here to make a fast buck and without scruples.
    Very few interested in doing real work to add shareholder value.

    I think considering your pharma & finance background you could aid this board in m&a including potential mergers with ipxl and akrx, besides evaluating p3 assets. Besides you would be minority representation

    Btw you may wanna look into this

  • Reply to

    OT: Rahul - 2

    by imho_dyodd Jun 1, 2016 10:27 PM
    imho_dyodd imho_dyodd Jun 15, 2016 10:59 PM Flag

    Dear Rahul

    This was a serious question. Why don't you seriously consider asking for a board position.

    Based solely on your line of questioning and your messages here, you will do a world of good for minority shareholders here. You could even put together an attractive m&a proposal for merger with akrx(run by an Indian ceo) or ipxl. We all know present management has not made a single acquisition over the last 4 years that has resulted in revenue growth for shareholders. The current strategy is working well for them, good results of taro continue the cash hoard , however share price is stuck(2years it's gone down,) and the only thing they spend this cash is buyback which increases their stake & meanwhile consolidation of unleveragefbalance taro into sun allows them to make huge acquisitions which they have done. For minority at taro, buyback has not benefited. What use is a buyback if share price does not increase?

    You have pharma background. By your posts I can tell you have finance background. And by your question, we know you have gumption. ! Why not use it to serve a larger shareholder goal in public company

    In fact sec should do everything possible to promote shareholder representation in board

  • I bet if u screen public stocks u probably wouldn't a single stock with such negative leverage for this long with the profitability it has had

    with taros consistent profitability, super negative leveraged balance sheet,
    Taro could easily merge or buy IPXL or AKRX, expand its portfolio, exploit cost & r&d synergies, new markets.

  • imho_dyodd imho_dyodd Jun 14, 2016 11:03 AM Flag

    I don't like these assets. They should focus on buying phase 3 assets in all therapy areas
    Just like what sun is doing. When u have $1.2b in cash and no debt surely you can buy expertise (people) too. I go back gileads acquisition of sovialdi

  • imho_dyodd imho_dyodd Jun 11, 2016 9:52 AM Flag

    he is a genius. Isn't he!

  • imho_dyodd imho_dyodd Jun 11, 2016 9:24 AM Flag

    can u tell us how your associated with the master ?

    I guess FBI and DOC will figure out soon

    I am ex-shareholder who strongly feels I am wronged by the CEO. Nothing more. I don't know nobody. No short. No nobody.

  • and the thing returned "no results". funny these guys

  • Be careful
    Your association with somebody is also being probed
    Forget Sec, DOJ and FBI are monitoring you

  • imho_dyodd imho_dyodd Jun 10, 2016 10:04 PM Flag

    Idiot. I earned every money with sweat. So is it okay for your master to sell stock at inflated price all the while giving misleading info to investors. Shouldn't he have to forego money he got from ppl like me (suckers) who bought his stock at 12.5

    I am not short nor do I anyonen who short.
    Now can u tell why you come here to defend such unconscionable acts?

  • imho_dyodd imho_dyodd Jun 10, 2016 10:49 AM Flag

    What a f system this country has.

    Raj didn't have to forego millions of dollars that he sold at $12.5 while telling
    - fusilev sales will grow
    - fusilev sales won't be impacted by leucovorin supply

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