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Allergan plc Message Board

voyvik11 37 posts  |  Last Activity: Feb 5, 2015 12:48 AM Member since: Jan 19, 2011
  • With non-gaap earnings up 60% year over year why would we sell out now? I am voting against the merger and voting to continue a great run as an independent company.

  • I read the S-1 that they did not have legal proceedings.

  • It may look like the CEO bought 100,000 shares at $6.34 but the board gave him 200,000 shares of stock as incentives so he is getting 300,000 shares for the price of 100,000; that is a lot of leverage. The board is targeting CEO compensation at $4.7 million this year per the proxy. I wish the company made as much profit as the CEO.

  • Reply to

    Anyone here average down.

    by two_harry_nuts Oct 22, 2014 10:33 AM
    voyvik11 voyvik11 Oct 22, 2014 11:38 AM Flag

    40 million shares at 50 cents is only $20 million. they are burning $10 million a quarter. This does not give them a lot of breathing room. They had 12.5 million in cash plus 20 = $32.5 may 3-4 quarters worth. If Sales double from 12-24 million, the additional 12 million will give them about 40% cash yield or 5 million in cash. They need to lower the expenses as well are increase sales or we will be doing another dilutive offering this time next year.

  • voyvik11 by voyvik11 Jun 16, 2014 11:41 PM Flag

    Many of you seem to feel the Valeant bid is inadequate but the stock was trading in the $130s at the time and you were not bidding it up to $180. Maybe we shareholders did not know the secret value of AGN but surely we do now, yet the stock drops daily from the inadequate offer from Valeant to an even lower price. Hmmm...If you all think it is worth $200 a share then you should be buying this grand bargain.
    Now you may love Mr. Pyott but he needs to earn a return for all shareholders even the recent ones and the ones he may not actually like; if someone else thinks they can do better, they need to pay up and they get their right to choose. You may like Mr. Pyott, trust me he will make lots of money either way, and land at a new company where maybe you can take the ride all over again. Who knows maybe Valeant will make him the CEO! BTW the dividend is an insulting low for all the non-GAAP profit AGN reports.

  • I was first introduced to Thoratec in early 2009 and was impressed. the stock was around $33. Imagine my surprise when an ex-director mentioned it today at lunch and the stock was still at $33! Did I slip into a time warp? I wondered how such a great technology could produce not shareholder returns in over 5 years, I had to look to see if the same CEO was at the helm. Yep it sure looks like it. Sometimes you really have to wonder what it takes to get a board off of its dead duff and do something.

  • Marcy l'Etoile, France - April 23, 2014
    • Up 7.9%, including BioFire and at constant exchange rates
    • Up 4.1% like-for-like*, in line with the target for the year
    o Continued stabilization in Western Europe, up 1.4%*
    o Sustained solid growth in North America, up 5.4%*
    • Up 3.3%, on a reported basis
    2014 objective of 3 - 5% organic sales growth maintained
    Integration of BioFire effectively underway

    Alexandre Mérieux, Chief Executive Officer, said: “During the first quarter of 2014, bioMérieux's sales rose by 4.1% at constant exchange rates and scope of consolidation, in line with our target for the year, and by 7.9% after consolidating the sales from BioFire, acquired in mid-January 2014. Sales continued to trend upwards in Europe and North America. BioFire’s FilmArray® system pursued its rapid expansion, with 55 new instruments installed since the company’s acquisition. In addition, we continued to roll out VIDAS® 3, whose application for approval was filed with Chinese authorities, and we prepared for the forthcoming market launch of our innovative new clinical microbiology platforms. Lastly, in line with our strategic plan, we are deploying a new operating organization designed to effectively meet public health challenges and our customers' needs around the world”.

    Sentiment: Buy

  • It looks like the Douglas Ingram, president sold 98.8% of his holdings (84,000 shares) on Feb 14th and David Pyott, CEO sold 60% of his shares (252,000 shares) two days earlier. Hardly makes me feel good about holding my shares.

    Sentiment: Hold

  • voyvik11 voyvik11 Feb 13, 2014 3:00 AM Flag

    If your take is the money is dead, you should sell and put the cash in a savings account at wells fargo. I hear them are paying 2-3 % below the inflation rate. It is pretty hard to grow sales at a 100% clip and get new accounts trained properly. That said, they need to work on the gross margin, revenue is not much good if there is no margin to cover overhead.

  • Does anyone have a rough time frame for this deal to actually close?

  • UPDATE 1-FDA OKs Merck OTC version of overactive bladder drug
    Fri Jan 25, 2013 12:40pm EST

    Jan 25 (Reuters) - U.S. health regulators approved Merck & Co's nonprescription version of Oxytrol to treat overactive bladder in women ages 18 and older, the agency said on Friday.

    The U.S. Food and Drug Administration said the over-the-counter version of Oxytrol would be available for women only and that the drug remained available to men by prescription.

    Overactive bladder, which affects an estimated 33 million Americans, is a condition in which the bladder squeezes too often or without warning. Symptoms include leaking urine, feeling a sudden and urgent need to urinate, and frequent urination.

    Oxytrol for Women is a patch that contains oxybutynin, a medicine that helps relax the bladder muscle, and is designed to be applied to the skin every four days, the FDA said.

    Oxybutynin belongs to a class of drugs known as anticholinergics. Pfizer Inc's Detrol is the market leader in the class with annual sales of about $700 million.

    Oxytrol will be the first drug in the class to be sold over the counter. Merck licensed exclusive rights to sell OTC Oxytrol from Actavis Inc, the generic drugmaker formerly known as Watson Pharmaceuticals.

    Merck said it expected the OTC patch to be available in the fall.

    The FDA decided to approve the OTC version of the Merck drug, based on the results of nine studies of women that demonstrated that consumers can understand the information on the label, properly determine whether the product is right for them, and use the drug appropriately, the agency said.

    Last week, the FDA approved the popular wrinkle treatment Botox from Allergan Inc to treat overactive bladder in people who cannot tolerate drugs from the class to which Oxytrol belongs or are not helped by these medications.

    Sentiment: Hold

  • Allergan's BOTOX® (onabotulinumtoxinA) Receives U.S. Food and Drug Administration Approval for the Treatment of Overactive Bladder for Adults Who Have an Inadequate Response to or Are Intolerant of an Anticholinergic Medication.

    I am pleased to see management has a new corporate logo but it looks like Allergan has been working on taking the market.

    Sentiment: Hold

  • Reply to


    by buffalochipman Dec 26, 2012 9:34 PM
    voyvik11 voyvik11 Jan 14, 2013 2:31 PM Flag

    The CEO of Sientra, Hani Zeini, is giving a presentation this wednesday in Santa Barbara. Since all the breast implant manufacturers are in SB it should be interesting.

  • voyvik11 voyvik11 Dec 6, 2012 2:17 AM Flag

    I sold out my shares at $42 figuring lawsuit would torpedo deal. I did okay but hate to see so much money left on table because of lawyers.

  • Medicis (MRX) is falling after the company disclosed in an SEC filing that it had been sued by dermatological product maker Q-Med. The lawsuit alleges that Q-Med has the right to block Medicis' pending merger with Valenant Pharmaceuticals (VRX). Q-Med, whose dermal filler products are sold by Medicis, is asking a court to affirm that it has the right to block the merger, as well as a preliminary injunction that would prohibit Medicis from transferring to Valeant its right to distribute Q-Med products.

  • voyvik11 voyvik11 Oct 11, 2012 12:34 PM Flag

    This team is a chronic under performer. I sold ZMH and bought SYK and its been a #$%$ trade off ever since. They need to get the business into the hands of a competent management team.

  • Insider sells:

    David Pyott sold 616,300 shares on October 4-5. It appears he still owns 399,151 directly, through his trust, 401K and ESOP. This looks to be well over 60% of his holdings. Mr. Pyott joined Allergan in January 1998 as President and Chief Executive Officer and now serves as Chairman of the Board (since 2001), President and CEO.

    Sentiment: Hold

  • • Total sales are up 13% about $20 million but UGG sales are down for quarter.
    • From the press release “UGG® brand sales decreased 0.3% to $107.9 million compared to $108.3 million for the same period last year.
    • Teva® brand sales decreased 15.4% to $34.1 million compared to $40.3 million for the same period last year.”
    • All the growth came from acquisition of Sanuk brand ($28 million) and core business is down year on year.

    • Operating losses ballooned uncontrolled to $28.5 million from 10.8 million loss last year.$174 million in sales and the company has a loss? Now that is spending.

    • Sadly, management is very busy working on their new corporate headquarters while the business flounders.

  • Is stock price dropping because people think AGN is going to buy OMPI or becuase they think some one else is?

  • Reply to

    Insiders buying at these prices...

    by rybovich58 Mar 5, 2012 8:47 AM
    voyvik11 voyvik11 Mar 12, 2012 6:47 PM Flag

    To be accurate the insider did not buy shares. Someone in his family did. So do not take too much credit here. These guys are selling out like crazy.

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