I heard it thru the grapevine that... someone from the Ravens called someone from the Colts and told them to look at the balls... because the Ravens noticed it the week prior... question is: How long has it been going on?
I hope they find the one guy willing to talk.
Comments by Trudeau I would expect a pretty good beat of estimates for the 4th Qtr and a excellent chance of beating estimates for 2015.... I especially liked the discussion about Gross Margins and Steam Lining the cost of goods sold... and the glide path of tax rate going lower... Back in QCOR days there was a discussion of being a 20 Billion Dollar company someday... not sure if many of us pictured it unfolding this way... but I will take it.
QCOR guys we are in good hands... Diversified Growing Revenue Streams... Economies of scale that havent even started yet... If this report came out in the QCOR days I'd be buying stock down 20%.... down a few bucks whatever... The trend is in.
Considering the FDA action... when a drug is no longer freely substituted "at the pharmacy level" does this mean sales will goto zero... or does it mean that the doctor will simply have to prescribe the generic instead of the actual drug?
Meaning sales will not goto zero just some lesser number than currently.
Doctor: “I am not exactly sure of the cause. I think it could be due to alcohol.”
Patient: “That’s OK. I will come back when you are sober.”
Not so sure... looks like its getting ready to bounce... after all 24 to 8 is a pretty decent sell off based upon needing to work out a deal with the bank and file a 10K... remember there are some good things here like revenues were solid... the surprise was the "technical default"... which isnt the same thing as a default. Fibonacci in play?
For the BOD to want to dissolve company knowing they have 100s of millions in Tax Losses that could be utilized in a re engineered company is a breach of fiduciary responsibility. For them not to negotiate in good faith with the entity that wants to purchase shares is also a breach...
This BOD is NOT working in the best interest of shareholders.
MNK now a Cramer "Top Pick" ??????????????
ummmm anybody remember the awesome Seeking Alpha article that Mikey did which was pulled down?
Essentially doing a great job of connecting the dots on the shorting scenario all being traced back to Cramer Cohorts....
Still a boatload of shares short MNK.
Well now that QCOR is MNK... gotta love the shorts like Einhorn saying that MNK is now an attractive short because of the "risk" surrounding Acthar... Must have missed math class in grad school... Because now in the combined company Acthar represents 1/3 of the revenue and 1/2 of the earnings... so using simple math means the short thesis is somewhere between 33% and 50% as strong as it was before...
Now I do not believe for a second that anything the shorts have spouted over the last 2 years (yes its been that long) Assuming that we get some news on the synergies (like using MNK sales force to begin marketing Synathen Depot in Europe), the studies in Lupus and ALS, Paulson ramping purchases to 20%, SP500 add... I am rather enjoying the fact that we have so many short friends.
Just wanted to say congrats to all QCOR believers.... Now on the the combined company... of which QCOR revenue will be about 1/3, and the EPS will be around 1/2... and growing!! Not forgetting about sinergies with the generic in europe and ALS and Lupus... cool stuff going forward... remaining long... my .897 shares of MNK... I will diversify the cash component.
And a shout out to Don Bailey, who probably didn't want the fight, probably didn't realize he was even in one... but once he did it was so sweet and savvy to watch the Pittsburgh Kid kick some Goldman #$%$...
But really the purpose of this post is to say Thank You to Mikey, MyHonhest, Nomad, PharmaMan, and many more for your insightful and short debunking posts...
I hope to see you all on the MNK Board... where maybe the Tsunami will actually occur!!
I think it is fantastic... here were my comments on the seeking alpha article discussing the relationship termination:
Personally, This is fabulous, as Seeking Alpha has become a soap box for Short and Distort "analysts" using half truths and innuendo. Somehow I believe that Yahoo finally realized the fact that they were being exploited and decided to put Seeking Alpha where it belongs... invisible.