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Trius Therapeutics, AŞ Message Board

imho_dyodd 62 posts  |  Last Activity: 16 minutes ago Member since: Jul 19, 2012
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  • Reply to

    Interesting volume

    by imho_dyodd Dec 4, 2015 10:46 AM
    imho_dyodd imho_dyodd Dec 4, 2015 11:46 AM Flag

    Buying going up.

    Something is up for sure.

    Or maybe it is just those 3 Famous Mutual Funds or the Automatic fund buying from MSCI index addition?

    The other theory (which is very unlikely) is teva/myl/prgo buying

  • Reply to

    Interesting volume

    by imho_dyodd Dec 4, 2015 10:46 AM
    imho_dyodd imho_dyodd Dec 4, 2015 11:21 AM Flag

    volume is definitely interesting to me.
    maybe it is Big Mutual Funds: FMR, Dimensional Fund, Vanguard ? remember they all created either new pos or increased pos.
    or it could still be the work of index addition and automatic buying?

  • imho_dyodd by imho_dyodd Dec 4, 2015 10:46 AM Flag

    130k shares in around 1 hour 15 mins?
    Whats up?

  • According to sources close to the matter, Teva Pharmaceutical Industries (TEVA +2.2%) is currently divesting $1B in assets in order to address antitrust concerns related to its intended $40.5B acquisition of Allergan's (AGN -0.2%) generics business, Actavis Generics. The move will help ensure that the deal goes through in Q1 as planned.

  • Reply to

    Yeh - I guess Im pretty stupid

    by blueosyster Dec 1, 2015 12:21 PM
    imho_dyodd imho_dyodd Dec 1, 2015 9:21 PM Flag

    blueoyster- have you checked prgo's competitor taro?

  • Reply to

    Volume !!!!!!!!!

    by valery164 Nov 30, 2015 4:11 PM
    imho_dyodd imho_dyodd Dec 1, 2015 10:20 AM Flag

    no action thus far !

    maybe it was just index addition, but i thought it happened a few weeks back,

  • Reply to

    Volume !!!!!!!!!

    by valery164 Nov 30, 2015 4:11 PM
    imho_dyodd imho_dyodd Dec 1, 2015 8:08 AM Flag

    valery - what do u think todays volume will be ?!

  • Reply to

    thank you PRGO broard for not taking the MYL offer.

    by kat9089 Nov 13, 2015 11:09 AM
    imho_dyodd imho_dyodd Dec 1, 2015 2:25 AM Flag

    kat9089 - maybe you shd have prgo board to look at taro. what do you think ?
    prgo board does its fiduciary duty well for its shareholders for sure

  • imho_dyodd by imho_dyodd Nov 30, 2015 11:57 PM Flag

    these 3 acquisitive companies can technically acquire shares in the open market up to 10% before they have to file (i think in 10 days)

    mylan paid agila niche generic pharma at 20 times ttm ebitda

    mylan offered prgo 18-22 times estimated 2015 ebitda which perrigo snubbed

    teva said they want to be more in complex generics. teva is in israel

    Guys all of this is good for taro shareholders. still keeping the faith.

  • taro has good pipeline n trading only at 8times ttm ebitda. plus balance sheet is superstrong with no debt
    and $1.1b cash. besides it has some specialty pipeline including novexatin

  • imho_dyodd by imho_dyodd Nov 30, 2015 8:49 PM Flag

    taro is trading around 8times ebitda. Pipeline is strong. They even have a few specialty products including Novexatin. Balancesheet is super-strong with no debt and $1.1b cash. I am a taro sholder

    what do you mylan shareholders think on this acquisition idea ?

  • Etisalat surged to a new high in the run-up to the telco’s inclusion in MSCI’s Emerging Markets Index, propelling Abu Dhabi’s index into positive territory.

    Shares of Etisalat, which will be included in the index from Tuesday, rose 10 per cent on the back of a surge of late orders, ending the day at Dh16.50 apiece.

    More than 125 million Etisalat shares changed hands yesterday, making it the telco’s busiest trading day.

  • Reply to

    Mylan to buy Taro?

    by doodhaa Nov 27, 2015 6:48 AM
    imho_dyodd imho_dyodd Nov 28, 2015 2:06 AM Flag

    I wouldnt be surprised if myl or prgo put an offer like $12b-$14b for taro. but what may prevent them is anti-trust, because i see many product overlap between either mylan or prgo with taro. Any thoughts ?

  • Reply to

    Mylan to buy Taro?

    by doodhaa Nov 27, 2015 6:48 AM
    imho_dyodd imho_dyodd Nov 27, 2015 9:37 AM Flag

    Globes Israel has article headlines "mylan n perrigo to compete for TARO"

    I urge TARO to put them on block n conduct professionally (inc minority )supervised auction process so the real FAIR VALUE can be seen.

  • Reply to

    Taro Withdraws Wind Energy Proposal from Proxy

    by tomcom808 Nov 25, 2015 8:20 AM
    imho_dyodd imho_dyodd Nov 25, 2015 11:38 AM Flag

    Dilip Shanghvi - 1,775,376 (BOD)
    Sudhir Valia - 1,156,348 (BOD)
    Kal Sundaram - 840,075 (CEO & BOD)

    Well, I am not advocating that rich get richer (but that is a fact of life). $1.77m looks fairly high for the amount of time he is expected to send on taro's affairs (like 15 hours per week????? )

    But my point is those salaries should be set based on market compensation in companies of size of taro. But I agree with you that compensation of board should be tied to mid term or long term stock price and the cash component should be tiny. Most BOD members have other side jobs that likely takes up most of their time....so they are not dependent on cash salary of their directorial duties for their living expenses. We all know that is definitely not the case with these 2 guys!

    { On a another note, the "market compensation" is likely rigged across the board, in most companies..Guess what , in most companies chairman of compensation committee is appointed by CEO, who gets to tell what is the right salary for the CEO.... }

  • Reply to

    Taro Withdraws Wind Energy Proposal from Proxy

    by tomcom808 Nov 25, 2015 8:20 AM
    imho_dyodd imho_dyodd Nov 25, 2015 10:08 AM Flag

    On a diff note, isn't $1mil per year nothinh unusual for a board member? Just asking...I don't know the market compensation in peer companies like perrigo, mylan. ?

  • imho_dyodd by imho_dyodd Nov 24, 2015 6:48 AM Flag

    One of the very few companies who have stated their goal is to develop substitutable biologics.
    Most companies are developing biosimilars as the hurdle to develop substitutable biologic is very high and even unknown. Unless your drug can actually be labelled substitutable pharmacist cannot substitute it and so most biosimilars will hardly take much market share.

    Anyone has any thoughts on this subject ? MNTA is going after many biologics including best selling Humira (under patent protection for many years)....but it is likely a long way path to convince fda that its drug is substitutable....4 years?
    any thoughts on this topic appreciated. Unlike pill generics , biosimilars are very complex in every aspect including manufacturing and investment required is likely 10X compared to pill generics.

  • Reply to

    For those who voted biran and iliana

    by imho_dyodd Nov 9, 2015 8:40 PM
    imho_dyodd imho_dyodd Nov 18, 2015 8:08 AM Flag

    Just keeping this thread on the top.
    I just want to hear the viewpoints of 1 disinterested(true minority) shareholder of why reposed his/her deep trust in Ilian and Biran. Just like to see an open, transparent debate on this topic.
    Quite honestly, i havent found in yahoo msg board or seeking alpha 1 guy/gal who has those view points...so its been illusive search thus far....one would think you would find plenty of them considering they outvoted bluemountain candidates?

  • imho_dyodd by imho_dyodd Nov 13, 2015 11:31 PM Flag

    1 shareholder of Taro (Sun) has been the biggest beneficiary of all the profits and cash accumulation. Why ?
    Sun gets to consolidate its 70% Sub(Taro) in its income statement and balance sheet. The high EBITDA from Taro can be seen boosting Sun's EBITDA and ZERO debt/Equity ratio and ZERO debt/EBITDA ratio of Taro benefits SUN to meaningfully reduce its debt/Equity ratio and its debt/EBITDA ratio. This IMO has meaningfully helped SUN take on new Debt ($2.1b) and launch its massive acquisition, colaborations/JVs and entry into NEW Markets

    Sun's investment for inorganic growth
    JVS
    1. Collobaration with technion to develop new cancer drugs
    2. Jv with intrexeron to develop new opthamology drugs
    Acquisitions and Entry into NEW markets:
    3. Acquires pharmalucense
    4. Acquires Dusa'
    5. Acquires URL pharma
    6. Acquires mercks phase 3 psoriasis asset
    7. Acquires ranbaxy. Gets a ton of NEW MARKET for suns products
    8. Acquires gsk Australia opiate business
    9. Hires a guy to head M and A
    10. Acquires Insite Vision
    11. Japan Novartis assets - NEW MARKET???

    Taro has not found entry into NEW Markets and has acquired ONLY 2 early stage clinical assets.

    I believe what you are doing is morally wrong. Taro needs to get into NEW markets, make late stage acquisitions, take on new Debt. This is why Minority shareholder needs to be on the board so he can oversee M&A activities of Taro and make all right investments so Taro can use its balance sheet, its cash hoard and

    What you are doing is wrong.

  • imho_dyodd by imho_dyodd Nov 13, 2015 11:06 AM Flag

    Peace