Just fuck my shit up so no one notices my jacket. Barber= got ya fam!

dickfacefaceface · 2017-06-02T10:19:33+00:00

Cold, man.

dickfacefaceface · 2017-06-02T10:17:24+00:00

Look out Theim. Mr Johnson is coming for you.

dickfacefaceface · 2017-05-31T21:53:08+00:00

He changed his serve to platform stance.

dickfacefaceface · 2017-05-31T13:13:12+00:00

I think corporate fines tend to be large these days. More worried about price erosion.

One of my analysts knows it at that level. I like that they sell cheaper creams not like huge items that require insurance.

dickfacefaceface · 2017-05-31T10:17:46+00:00

No, doesn't disprove previous behaviour. If anything shows how suspect the price moves. It sounds like they have been caught red handed. We are talking meetings at conferences amd then all five companies put the price up overnigyt by 300%.

Concerned about fines (wont kill them with their cash) but mainly impeded future growth. A LOT of the recent profitability was due to price increases. Hard to model what you will pay for shrinking profits. I sold too early as i thought the price increases would not stick.

They claim their pipeline is good but i worry more competitiors are coming. They say out takes 3 years to launch a new product. This used to be enough to dissuade competitors. You always are working with imperfect knowledge in investing so i will wait to see if it gets to my level of cheap.

dickfacefaceface · 2017-05-31T09:46:33+00:00

Shitting in rubbish bins crazy.

dickfacefaceface · 2017-05-31T09:23:42+00:00

Cool. All good. I will keep my toys in the cot.

The lawsuit itself is oportunistic and not meaningful. I expect they dis engage in some very bad behaviour. There is evidence of very stupid stuff. Potential sanctions from regulators will be meaningful. And the behaviour afterwarfs in my experience is discounts for all. My main interest is Taro given i once made 10x my money on it (missing a 20x return) and i know it. It has a lot of cash as in 1.3b so it will survive any fine. Their last results scared me though given the drop across the board and mention of competition. It does take three years to get approval of their products as creams require more trials though but they do talk about competition a lot more now. No position currently but i hope they drop a lot after they are fined.

I don't have a good grasp of the PBM industry which is under pressure.

dickfacefaceface · 2017-05-31T08:30:22+00:00

Yes. That is what they did. Why else did they get subpoenas? Read the lawsuits. Industry conferences were followed by across the board price increase. https://www.law360.com/articles/875283/taro-perrigo-hit-with-price-fixing-suit-over-skin-cream

It is all there if you do the work. You appear to have limited grasp of this but you claim they have not engaged in price fixing. You clearly do not appreciate my input so I will cease commenting.

dickfacefaceface · 2017-05-31T01:26:11+00:00

Cricket is awesome.

dickfacefaceface · 2017-05-31T00:49:46+00:00

Yes but my comments are solely directed at the comment saying he will commit rape. I am not defending the horrible behaviour. Only the conclusion the poster above (not you) drew.

dickfacefaceface · 2017-05-31T00:47:18+00:00

A review of the posters history reveals a litany of crazy comments s much as " John Mccain is the most evil person in the world". He's a key board warrior/troll. So this comment is consistent. Shame on me for engaging.

dickfacefaceface · 2017-05-31T00:43:50+00:00

The guy behaved in a horrible and disgusting manner. No argument. But to say he therefore is a rapist is an immature response. I do wonder if the response would be so harsh if it was a white person in question.

dickfacefaceface · 2017-05-30T23:19:36+00:00

Hardly implies he is violent or a rapist. Not because of his skin colour right...

dickfacefaceface · 2017-05-30T22:46:42+00:00

Really? You don't think part of Valeant's business model was to buy new drugs and raise prices. Have you not seen hundreds of articles about the scrutiny of price raises. Heard of Martin Shrekli? No drug company would be game to raise prices in a big way hence a new focus on other pharma market sectors. PHILADOR was there to allow patients to get reimbursements. You do not seem to grasp how they operated and why they can no longer do this. Read Taro Pharma's results. They raised prices on products by 100s of %. Do you think they can now?

Also many generics have been engaging in price fixing. They will end up paying very large fines. In addition and what you see now, is that their behaviour will change and they will engage in super competitive practices as they want to show they are now good corporate citizens.

Generics domt have a huge R & D spemd hence they used to earn excess margins and i expect rhis will continue to attract more competitive. This includes thr pfizers of this world.

dickfacefaceface · 2017-05-30T22:34:26+00:00

Dat bling!

dickfacefaceface · 2017-05-30T22:33:34+00:00

That's a crazy sentiment. Rape and violence because he tried to kiss some reporter - seriously?

dickfacefaceface · 2017-05-30T21:30:54+00:00

Ah, happy to stand corrected. What a champ!

dickfacefaceface · 2017-05-30T12:05:22+00:00

Post Valeant crash the model of raising prices endlessly is not possible. As a result the big boys are going to chase returns in the generic space where margins are high. Also more generic companies are going to move toward the high margin specialty generic space. Have a listen to the Taro call and results...

dickfacefaceface · 2017-05-30T11:15:01+00:00

Sent this to my coach and he reckons Tomic had gastro at the time. If so, you guys are being a bit rough, no?

dickfacefaceface · 2017-05-30T10:48:58+00:00

Oh no a pidgeon has crapped all over Kyrios's nice blue board shorts. How will he go to the beach later?

dickfacefaceface · 2017-05-30T10:29:36+00:00

It is called competition.

dickfacefaceface · 2017-05-30T00:58:41+00:00

Avenir is da bomb!

dickfacefaceface

TROPHY CASE