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Valeant Pharmaceuticals International, Inc. Message Board

imho_dyodd 223 posts  |  Last Activity: Apr 23, 2014 5:48 AM Member since: Jul 19, 2012
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  • This means there is huge potential to SELL Taro's 200 products in India and ROW.

  • Reply to

    Valeant and Ackman teaming up to buy Allergan

    by imho_dyodd Apr 21, 2014 7:05 PM
    imho_dyodd imho_dyodd Apr 22, 2014 8:17 AM Flag

    Valeant has already lined up some products to sell and is in talks with third parties due to anti-trust if vrx-allergan transaction goes through. CAN TARO PUTS ITS CASH TO GOOD USE AND BUY SOME OF THESE VRX PRODUCTS?

  • Write to Senators to protect shareholders- investorsunitedotorg under take action
    1. Aug 2012 was an unfair deal for shareholders
    2. and any reform process has to get shareholder approval. Shareholders voice cannot be ignored.

  • $FNMA $FMCC - Write to Senators to protect shareholders- investorsunitedotorg click on "take action"

  • it is under take action of investorsunitedotorg . you can send emails to president obama, local senator on fannie mae.

  • imho_dyodd imho_dyodd Apr 15, 2014 7:00 PM Flag

    didnt they make a loss? I wouldn't be surprised at all if they go to $3.

  • imho_dyodd by imho_dyodd Apr 15, 2014 7:01 AM Flag

    Please google Investors Unite Org and sign up. It is a web site created for GSE shareholders to lobby for your rights

  • imho_dyodd by imho_dyodd Apr 15, 2014 7:00 AM Flag

    Please google Investors Unite Org and sign up. It is a web site created for GSE shareholders to lobby for your rights

  • Reply to

    Preliminary Proxy Statement 2014

    by csat1977 Apr 12, 2014 12:14 PM
    imho_dyodd imho_dyodd Apr 12, 2014 6:34 PM Flag

    " Still, total Raj's compensantion was roughly around $25.2m in 2011, $10.1m in 2012 and $5.6m in 2013, all concepts included, nice decrease! I bet he thinks that he doesn't know what else we want! Anyway, I hope that this year, management compensation gets rejected again. Apparently it is based on a peer group of companies, with market cap $500m to $3b... and they want to have compensation packages in the TOP RANGE of those! Outrageous."

    why the F are they considering market cap. Did they consider EARNINGS? PROFITABILITY?
    it is OUTRAGEOUS TO LOOT Shareholders equity. Hope you agree ?

  • imho_dyodd imho_dyodd Apr 10, 2014 7:35 AM Flag

    Makov statement is puzzling. he said: "Defending Sun’s action, Sun Pharma Chairman Israel Makov told Business Line: “This investment was made by the subsidiary before we entered any meaningful negotiation with Daiichi, before Daiichi had agreed to sell …before we (had) seen any confidential information … so how can it be insider trading.”'
    ---------------------------------------------------------------------------------------------------------------------------------
    Here is my question:

    The fact that a company A was going to START talks with company B for a strategic txn....shouldn't it immediately close the window for Company A or Company B to trade in each other's publicly listed shares (thru whatever subsidiaries) ???

    Nobody in market knew talks were initiated bw Company A and Company B except the 2 companies. How can company A or B trade on each others stock?

  • Reply to

    Sebi probing stock bounce before deal

    by imho_dyodd Apr 9, 2014 8:23 PM
    imho_dyodd imho_dyodd Apr 9, 2014 9:15 PM Flag

    Clarification on Silverstreet Investment in Ranbaxy

    Mumbai, April 09, 2014: Sun Pharmaceutical Industries Ltd. (Reuters: SUN.BO, Bloomberg: SUNP IN,
    NSE: SUNPHARMA, BSE: 524715) is issuing this clarification in response to various reports on the above
    subject.

    At Sun Pharma we hold ourselves to the highest standards of corporate governance and business ethics.
    Our Code of Conduct serves as a compass that guides the actions of our employees and directors
    ensuring consistent and uncompromising integrity as we build trusted relationships around the world.

    The matter highlighted above related to purchase of shares of Ranbaxy Laboratories Ltd. by Silverstreet
    Developers LLP and it does not violate Insider Trading Rules.

    • Mr. Sudhir Valia is not and was not a partner of Silverstreet Developers LLP when purchase of
    shares of Ranbaxy Laboratories Ltd was affected by LLP.

    • Silverstreet Developers LLP has two partners. Both are 100% subsidiaries of Sun Pharma. Hence,
    all the benefits flowing from the investment in Ranbaxy shall accrue to Sun Pharma

  • Reply to

    SEBI-silverstreet

    by imho_dyodd Apr 9, 2014 8:32 PM
    imho_dyodd imho_dyodd Apr 9, 2014 9:14 PM Flag

    "Defending Sun’s action, Sun Pharma Chairman Israel Makov told Business Line: “This investment was made by the subsidiary before we entered any meaningful negotiation with Daiichi, before Daiichi had agreed to sell …before we (had) seen any confidential information … so how can it be insider trading.”'

    ---------------------------------------------------------------------------------------------------------------------------------
    here is a question??

    The fact that a company A was going to START talks with company B for a strategic txn....shouldn't it immediately close the window for Company A or Company B to trade in each other's publicly listed shares (thru whatever subsidiaries) ?

  • imho_dyodd by imho_dyodd Apr 9, 2014 8:32 PM Flag

    2nd para doesnt make sense to me.
    QUOTE
    The Securities and Exchange Board of India (Sebi) is checking data relating to trades in Ranbaxy before Sun Pharma announced on Monday it was acquiring the Daiichi Sankyo-owned firm in an all-stock transaction, reports Jash Kriplani in Mumbai. “There is no formal investigation; we are making preliminary enquiries,” a senior Sebi official said. Meanwhile, Sun Pharma on Wednesday refuted speculation regarding insider trading against its wholly-owned arm Silverstreet Developers in the $4-billion deal to acquire Ranbaxy Laboratories. Ranbaxy’s average trading volumes over the last two weeks on the NSE stood at 51.73 lakh shares against the one-month average of 36.39 lakh shares.
    The counter's volumes rose to 1.05 crore shares on Wednesday last week from a mere 15 lakh a day earlier. Thursday saw 82 lakh shares changing hands while Friday saw the highest volumes in two months, with 1.24 crore shares traded on the NSE. The Ranbaxy scrip has gained more than 25% in the last two weeks.

    Sun Pharma said: “Sudhir Valia is not and was not a partner of Silverstreet Developers LLP when purchase of shares of Ranbaxy Laboratories Ltd was affected by LLP.” Explaining how it has not violated insider trading rules, Sun further said: “Silverstreet Developers LLP has two partners. Both are 100% subsidiaries of Sun Pharma; hence, all the benefits flowing from the investment in Ranbaxy shall accrue to Sun Pharma.”
    Silverstreet had increased its holding in Ranbaxy by 10 lakh shares in March quarter. Valia is the brother-in-law of Sun Pharma's managing director Dilip Shanghvi. On a conference call on Monday, Sun Pharma management clarified that Silverstreet’s shares in Ranbaxy will be ‘cancelled’. According to filings made by Silverstreet to the ministry of corporate affairs, Valia and his wife were partners in Silverstreet in 2011 but both of them tendered their resignation on October 9, 2013.

  • Reply to

    Sun-ranbaxy merger - taro?

    by imho_dyodd Apr 8, 2014 8:03 AM
    imho_dyodd imho_dyodd Apr 9, 2014 7:10 AM Flag

    Ranbaxy Major Derma products

    - Ultravate, Kenalog , Lac Hydrin, Luliconazole

  • Reply to

    Sun-ranbaxy merger - taro?

    by imho_dyodd Apr 8, 2014 8:03 AM
    imho_dyodd imho_dyodd Apr 8, 2014 7:15 PM Flag

    I personally would NOT like to sell Taro forever unless it at substantial premium to market ev/ebitda multiple. Right now taro's "market" price is bs for various reasons we all are aware.

    Taro is a fantastic and a unique asset. There are very few players in this world that can replicate what taro is. Lets hope there are no more "offers".

    Assume an offer of exchange of share is done at the same EBITDA multiple, i dont think it is a good idea to exchange taro share for the overall sun
    IMO....considering taro has greater% of low competition assets in its portfolio.

    Technically, if they wanted to they could do an exchange of Taro share to SUN share....and have the exchanged SUN share trade as ADR in the US.... But I wouldn't want to exchange taro share for sun share even if they value taro at 18-20 times ebitda for the reason I mentioned above.

  • Was listening to the conf call of Sun-Ranbaxy merger. The presentation says, the merger makes SUN Number 3 in Branded Dermatology sales in the USA, with Coverage across Actinic keratosis, Anti-fungals, Acne, etc
    so are there any implications for Taro shareholders, IF ANY.

    1) Is the plan to sell Ranbaxy derma current and future products through Taro?
    If YES, I believe this would materially increase Taro's sales and earnings(and requires sec filing?), if Sun were to piggyback on Taro's sales/marketing/distribution channels and stick Taro's solid brand in USA to sell Ranbaxy Derma products ?
    I understand taro has sales agreement for some branded products with Glenmark.

    2) Also, Ranbaxy sells products in 100's of countries in ROW. In the SUN-Ranbaxy call it was mentioned that SUN now plans to sell its products now in the ROW markets. Is the plan to now leverage Taro's 180 products and sell in the ROW markets that Ranbaxy already sells ?

  • Reply to

    Sun to acquire Ranbaxy

    by imho_dyodd Apr 7, 2014 7:08 AM
    imho_dyodd imho_dyodd Apr 7, 2014 6:52 PM Flag

    moneycontroldotcom QUOTE
    Absorica and few other derma products may be better pushed by Sun given its higher derma strength through Taro. We believe Sun may see opportunity milk some brands that Ranbaxy has been selling in US market.
    QUOTE

    maybe good for taro?

  • Reply to

    Sun to acquire Ranbaxy

    by imho_dyodd Apr 7, 2014 7:08 AM
    imho_dyodd imho_dyodd Apr 7, 2014 7:09 AM Flag

    $4b is super cheap for the amount of drugs ranbaxy makes and the markets it is in.
    yes they have quality troubles but they can be set right.

  • not sure if you are getting it . your thumbs down rating actually motivates me to post more . Thank you for the encouragement.

  • Reply to

    List of clinical trial result dates by drug

    by taylor8919 Mar 27, 2014 11:22 PM
    imho_dyodd imho_dyodd Apr 6, 2014 2:45 PM Flag

    adams - pls research its management. I personally, cannot trust their forward looking guidance. from fusilev to folotyn to zevalin....their forward looking guidance have been consistently wrong.

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