A deal structured like this would cost less and be worth more to both parties and structure an behemouth country brand!! GET IT DONE!!!!!!!!!!!!!!!!!!!!!!
That is what needs to be discussed at the table. Both companies will climb on the accouncement perhaps to the $18-19 area on the synergies and news sharing and cost savings that will ensue!! DO IT!!!
I believe Verizon is willing to plop down $18 and for core and Japan and handing the sale or rolloff to Softbank at some point!
Or let someone with Ball bearing cherries take the healm and spin off Baba and sell YJapan to Softbank with Core for $18-19 Bill. I would have Marissa finish off with Verizon to transition to Armstrong and see if they can salvage Tumbler into a Viable property? Don't be hasty she is still being payed make her earn it, she will need to in order to earn her next gig!!
Earnings, Lord knows what happened last time for Mylan!!
Perrigo set the stage for a house cleaning by instittutions and the way things are trading is INSTS are selling into rebounds. I believe they step back in after earnings, from Generics/Biotechs and Techs like FB, APPL and others. I have seen this before!
I meant the rest cash for those that wish to cash in right away I think the funds and institutions will hold on to the new shares
My thoughts are this will be the actual deal that unfolds as it will allow some holders on tribune to avoid taxable profits and they can own and Hold the new GCI stock that will go up in my opinion. It will be a controlling company in this space, that will be attractive for long term investors and growth?? Thoughts??
This is a strong and steady performer and my guess is that is why Goldman is a big holder in them! Anyway I see the light and I like it!!
This would be a GREAT team and TIE-UP together!! TEVA would have to watch over their shoulders as this competition would eat them UP!! YUM YUM!!
Someone stepped in with a $6.5 million straight up call purchase that is a month out hedging something big is going down with Endo Pharma Pal, and I think Pfizer may be the clue!!
ENDO is indicating a double within a month from the huge option flow, this isn't individual but Inst more likely a suitor!!
Endo is so inexpensive and Sanders has to be drooling at the prospects that sit in front o him with Endo! An easy double in Asset VALUE!!
I'm not sure who would make sense as a suitor or who wouldn't at these levels but one obvious name to consider would be Malinkrodt? That would make an interesting combo wouldn't ya say??
Not to mention that the stock is trading at slightly less than book which is $26.49 or so??? That in itself is incredible!
Something big is going to happen here pal, and it is up to the market and trading houses to piece together the puzzle pieces that tell us what the GRAND PLAN is because SOMETHING BIG IS COMING PAL and I for one and going to be there when it happens!!
Time to put the rhetoric aside and go for the deal and make it happen!!From this base there are several other generics that could be added and ultimately the price tag would double in 5 years or less, There is an avalanche of drugs coming off patent protection including Biosims!! This is the area to focus on!!
I feel a bid may need to come quickly as Allergan may be lining up to make a play since the Pfizer - Allergan tie up did not happen. Remember AGN stands to potentially net $3.5 billion from the break up fee so they may move quickly. I beliueve MNK-ENDP would make a potent long term force to be reckoned and recognized for some time to come!! A Share for Share offer is nearly riskless and both companies would zoom North quickly on an announcement!!
There has never been a better time for these two to get together. Mallinkrodt would do quite well to buyout Endo in a share for share buyout that would double the co's size and be instantly acrrettive!
AGN could sweep in and take over Endo for $50 and do it quick and get it done and buy more to build and grow like they did with Watson!! Now is the time while things have compressed way beyond reality!! I am buying Endo because someone larger is going to buy Endo!! Good luck!!