Perrigo Co. Message Board
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seeking alpha transcript from Merill lynch
We would be – we would perhaps go out and look for some deals where you can take them debt without issuing having to issue at lot of equity at this time -
During those 8 qtrs generic shortage existed.
1. In a dozen conf calls, it was asked how fusilev sales would do when generic supply comes back would affect Fusilev. Go listen to what was told in a dozen conf calls. Over and Over it was mentioned one generic or 2 generics will not impact. Generics will only compete amongst themselves. Fusilev sales will not be impacted. Fusilev grow from its base in 2012
2. The highly material increasing gross to net (340b discounts) , I suspect they came to know about in beginning Q4...nothing was mentioned until Feb 2013
3. Cannot believe nobody in the company knew about inventory stocking at wholesalers. They at least had a 30 man sales and marketing team. Really nobody knew about this ? We will know soon if any whistleblower exists. -
how far is it from company's r&d offices?
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I think Q3/Q4 they will come back and revise fusilev to $60m/year from $100m/year. and who knows when obama's regulations kick in. fusilev is one heck of wasteful expenditure considering generic leucovorin has the same clinical profile as fusilev...60 timesmore
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joe, can u believe anything in this company after they provided such materially misleading statements OVER and OVER in EVERY SINGLE INVESTOR CONF CALL on Fusilev. Can an officer of public company behave this way ? Just saying before the cc "read the disclaimer" does not provide immunity from providing materially misleading over and over during presentation or when analysts ask questions. This is 1 year in at least 10 conf calls.
I strongly suspect(speculation on my part) their financials is not kosher. That cfo, I dont even know how they can have a TEMP CFO for 2 years. The board's is Raj's buddies. Keller is under Raj's tight leash and will bark whatever Raj says him..Remember Raj control's his (500k?) bonus. I am sure Raj told him to buy $100k worth shares in public. Remember Raj made $41m in 3 years. -
if evidence proves to willful wrongdoing.
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really you want us to believe you didn't know about:
1. hospital will convert to generics as generic supply comes back in Q3 ? generics will compete amongst themselves
2. you didn't know anything about inventory stocking at wholesalers in Q3/Q4?
3. you didn't know about the increasing 340 gross to net in Q3/Q4
you were forecasting fusilev sales growth from its base in 2012.
and now from $200m to $100m after 105b plan sales were all done with the inflated outlook? -
How many times i told you, this company's mgmt cannot be trusted. How many times were we told materially misleading statements over and over on fusilev?
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i see they are going to another conf soon . the last conf they went was a few weeks back
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you will be in for another rude shock soon, when they burn more and raise more capital. 165m in CASH is a joke. see what happened to cash during the quarter
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buddy, tell me what is the diff b/w AR and AP. Why do they such high AP ? are they delaying payments to their contract manufacturers? Isnt it misleading to portray we have 165m cash without stating how much they have drawndown on their credit and the big difference b/w AR and AP.
again this company is run by ******** . i will never ever trust a guy who behaved so so irresponsibly(euphemis...fraudalent maybe a better word).....set up his trading plan and continued to pump and sell his $8.8m stock to us, while continuing to say FALSE things on Fusilev. And conveniently hired a guy to revise guidance a few months later by 50%. this is happening in front of SEC. -
can u reconcile their cash in Q1...change in working cap, cash earnings, debt paydown
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it is unbelievable how easy one could get suckered. this guy was pumping the company over and over while selling his stock and out of the blue changed HIS WHOLE STORY (A COMPLETE U TURN) in a matter of weeks. And people have to believe this irresponsible bs guy(euphemism) ?
I think fusilev will soon clock $50m/year. I wouldnt be surprised if they come back in q2/q3 and revise their guidance by another 50% just like they did in March, weeks before they were pumping for growth in Feb.
Keller is under control of Raj. Board are Raj's buddies. So stay away from this bad apple. Or else be prepared to take another huge loss. -
pumping in summer? in las vegas.
Folotyn will be $100m in a few years.
Zevalin will be $300m in a few years.
We will grow Fusilev from its base of $200m/year.
We have changed Apaz protocol, we think it will be successful.
we have 165m cash. Doesnt tell the huge diff b/w AP and AR. Doesn't tell the $75m debt drawdown. -
bm
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yes raj cannot be underestimated for how much value he has returned to himself n shareholders.
in 3 years he gave himself $41m and for shareholders since last year he gave us 40% loss. he is one guy nobody should ever trust. nothing from this guys mouth can be trusted. he will say and do anything for $ -
bill ackman and carl icahn needed for this company. google stocks dd. truly undervalued company.
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very convenient for this unethical guy to keep saying generics will compete amongst themselves and fusilev will grow from its $200m/year, sell his $8.8m stock and then now give guidance of $180m for the overall company.
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Wow from forecast of growth in Dec 2012 and Feb 2012 from Q4 base of $45-50m, to $11.8m ?
What a bad joke by a public officer ? You sold stock worth $8.8m before this -
just listen to all his conf calls and his materially misleading statements on Fusilev while he had conveniently set up his trading plan to sell stock $8.8m worth of it. This is a guy who was paid $41m over 3 years.