I'm not disputing you & in fact; I believe Natco/Mylan will eventually prevail in this.
TEVA has had their period of exclusivity & Copaxone is not an easy drug to knock off (given the huge increases in pharmaceutical costs I welcome anyone who can provide the public with lower cost generic alternatives.)
I'm still long TEVA but not based on Copaxone or prospects for more novel therapeutic introductions.
I like their generic operations & am hoping that when the dust settles on changes in management; they'll separate generic manufacturing & that's the portion I want to own.
I am also long Express Scripts because I believe they have helped lower drug costs & will continue to lower drug costs & make a nice profit doing so (I believe TEVA's generics & ESRX's PBM operations hedge each other as both are low margin businesses promoting low cost pharma.)
I'm definitely not trying to talk either TEVA or ESRX up here as I'd much rather they both possess significantly lower market quotes so I could buy more!
A bleeding pig in a poke in desparate need of a tourniquet.
Only folks making money here are the execs & the big birdies.
Wouldn't touch it with a 10 foot pole...
I admire your spunk but you gotta remember that the trolls are only here to incite anger from GLW posters (the occasional retaliation is cool but don't lose sight of why we're here.)
I am here to hear bad things about Corning (whooooa tuna what are you talking about?)
I want to avoid confirmation bias in everything I own or contemplate owning!
I like cheering as much as the next guy & will cheer the progress of GLW but...
I'm definitely NOT here to listen to narrow minded Trolls making rascist remarks & have made my share of retaliatory remarks but then I "report abuse" & put the offensive individuals on IGNORE.
By the way; I own AAPL (sub $400 cost) & GLW is my hedge as they win with Droid platforms & iOS & if AAPL switches to Sapphire IMO it's a minor event for Corning.
Once GLW goes above $20 I contemplate moving the capital elsewhere...
Mr. Nageshwaren views pharma patent exclusivity in an idealistic framework which is admirable but unrealistic.
Monetary gains drive innovation & firms must navigate through a maze of murky patent/trademark issues to squeeze every bit of profit from decaying lines in order to reward owners for risking capital & to provide cash for more innovation.
Humanity wins & humanity loses (the risks of living are ever present.)
Big pharma producers have huge risk management hurdles (development, commercialization & product lifetime management & exit strategies...)
TEVA plays both sides of the fence (generic & branded.)
Watch the players; Soros is no dummy!
Suresh; if you believe Natco will help humanity more than TEVA & are willing to put your capital at risk based on this idealism then by all means short TEVA & invest in Natco/Mylan...
There's probably a board for middle aged closet cases they would find other like minded guys on.
Has anyone else had a quick look at this hemmoraging mess EXAS these guys keep bleating about?
Probably a couple of small time brokers trying to chum up some fish to feed...
Beg pardon but I believe I have made a few tiny contributions to CEMI discussions here & attempted to inject a bit of sanity...
Don't lump me in with sailing & mycox pal!
Revs flat for more than 10 years & neg earns &&& burning through cash with nearly triple the share count from 2003.
Smells like someones going to day trade & make marginal gains which will get eaten up by frictional costs & get caught holding/bluffing eventually.
The big guys will feed the little birdies when they are hungry.
Are you a big birdie (I doubt it...)
I brought this up many months ago & was unanimously blown off.
Anyone who cares to understand this situation can Google "Natco Copaxone" in order to learn about Natco's developments & their relationship with Mylan.
I believe that all of this has been baked into the price of TEVA for the past few years.
Shake 'em up & get 'em realigned & working togeather.
Then unlock some value by spinning of branded!
I sound like a parrot who thinks he knows something...
FIMAST is obviously a newcomer to TEVA.
I'm trying to remind myself that hearing the negatives again is a good thing (avoid confirmation bias!)
We are all aware of the negatives & I personally; am amenable to accepting the risk here.
I really hope they have a plan to unlock value!
As I've said before; I believe that branded & generic need to be run as separate businesses.
Maybe some of the shakeup up at the top is due to some BODs wanting a breakup & others not (just speculating.)
On another vein; analysts make recommendations so brokers can generate commissions & a lot of them work for firms which do investment banking for the very companies they analyze (no conflict of interest there huh?)
The suffix of Analyst is (fill in the blank yourself...)
I'm long & will stay that way until DCF (my calculation) is exceeded by market price by a significant amount &/or I don't see significant advances by management towards what I believe should be done with the firms assets.
You are nothing but a riverboat gambler all dandied up & scoffing at your betters!
Polish my noob (oops; meant to say nob...)
None of that cash came from ops & they've done nothing but burn through cash & dilute shareholder...
Garbage spec issue with a whole lot of if if if
Novo has in excess of $1.6B USD in cash & a negotiated purchase of Mannkind would probably propel it way above the current $2B or so market cap.
That coupled with the fact that NVO has spent less than $100M on acquisitions over the past 10 years tells me that they prefer to grow organically & any purchases they do make will be conservative tuck ins & not dramatic & expensive "what ifs."
That being said; your knowledge of diabetes therapy apparently exceeds my own superficial aquaintance with the subject.
As I said before; I would LOVE to own Novo & if it came back from orbit, I'd read up a bit more on dibetes & hormone replacement & hemophelia before making a final determination but at 1st glance it appears to be a very attractive opportunity (just not at present valuation...)
Because Yahoo doesn't do fact checks; that's your job (part of the DD every thoughtful investor does.)