moydegem- you seem to know more than anyone. why has the "bbh shares issue" not been brought to regulator's intention ? One would think it is a pretty serious issue (considering 13d's filed?). Am I reading this wrong?
i think they will do buyback which I was surprised to hear in the call yesterday that even iszo supports. but this time they have flexibility to do much more than just 5%. say they do 15-20%...then this puppy starts trading with 5k shares daily. then usual market makers(mutual funds like januses) will not even come near the stock. imho valuation will suffer...but some others disagee
cash likely would now be greater than billion dollars. shanghvi said they are looking for acquisitions but valuation is a concern. I am not sure if I would agree. Sun has made 6 acquisitions in the last 3-4 years including 2 dermatology assets: DUSA and merck phase 3 asset.
1)1. Can you please provide
a. Brand value in sales of next 3 year pipeline launches
b. Brand value in sales of next 3 year pipeline para 4
c. Revenue concentration of top 10 products in your 2014 sales- Eg: Prod 1-10% Prod 2 - 5%, etc (No need to name products)
-I am NOT asking for product specific or commercially sensitive info here.
- Perrigo gives this info
Shanghvi said he cannot talk about pipeline
I guess Depressing valuation will continue. Market wants to understand risk and outlook information. Keeping market in dark is not getting to get new investors and depressing valuation will continue
2) Why can't we conduct Annual Investor day and attend Investment Conferences like other companies Mylan, Perrigo, Actavis ?
I guess they talked about Buyback.Not 1 shareholder voiced it is bad for minority because it reduces liquidity , valuation and minority stake as aggregate owner.
its interesting how hard joe works to delete our posts. i wrote a benign post yesterday just consolidating all the ids.....and poof in 10 mins the post was deleted
and who knows 100 other ids
iome70 - what price did you buy shares and why (was it the impressive growth potential of fusilev, zevalin and folotyn or impressive pipeline ..apaz, etc) ? are you still holding it ?
btw, please go to stocksdd blog and it may serve some use for shareholders
Yekafena, Medinvestor and others who bought here at $12 or greater hearing the "impressive" growth story of fusilev, folotyn and zevalin and pipeline, please google stocks DD.
The pledge of ethics for shareholders can be requested for Board members by shareholders.
you are giving too much credit to joeetals.
suspecting anongram too. and i am sure the paid poster has several other handles ready to create stories and post..
What about iome70 and medinvestor ? when did you buy and or sell or short sell ? pls tell your story
i have already told my unfortunate story of losing good part of my life savings by buying sppi at $12.5 in aug 2012 after listening to Raj at least a dozen investor presentation and conf calls.
i took his responses and forecasts on Fusilev and Zevalin (and to lesser extent Folotyn) at face value. I also thought i am getting "impressive" pipeline with apaz, etc. If you remember raj had set up his 105-b stock sales and they were going on in aug 2012.
i sold in march 2013 when raj conveniently "revised" his forecast that he made in dozen IR and conf calls in an after market 8k. I couldnt believe how anybody could do this without even having conf call as to what happened and why they were so wrong all along. So i just couldnt trust the integrity and sold at around $7.5. I made a heavy loss. This was money i had saved and invested for my nest egg.
pls tell when you bought shares after hearing the "impressive" pipeline and "impressive" growth potential of zevalin, folotyn and fusilev
do you still hold shares or are you like me