Saturday, February 16, 2013

Perrigo


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Link

Perrigo's CEO makes some interesting points:
Papa described the ideal formula will be 90 percent generic refill, and 10 percent branded. “The reality is when a brand comes out with a new innovation, you should get rewarded for the renovation,” Papa said. “But when it’s been on the market for 15 or 20 years, it’s time to now to get a store brand into into the market place so the brand can focus on the next new innovation.”
Papa was introduced by Meijer co-CEO Mark Murray who described the Midwest retailer’s relationship with Perrigo as “spectacular.” Perrigo manufactures much of Meijer’s store brand, over-the-counter pharmacy products.

When asked why health care costs are so much higher in the U.S. than in other industrial countries, Papa attributed it to legal expenses and the investment required to research and develop new drugs.
At some point we may stop paying for the world’s innovation from a pharmaceutical point of view, but for right now that is what is happening,” Papa said.


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Thursday, February 14, 2013

Options for cash: Buyback, No buyback, Acquisition ?


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Inviting feed-back from shareholders on the 3 options: buy-back, no buy-back or acquisitions. Please note this analysis is grounded on value (not stock price).




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Monday, February 11, 2013

Stocks DD Opines: TARO - Motley fool article


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My Taro motley fool article  Feb 8th, posted before the termination of sun-taro merger. As usual it has forward looking statements, any investor would be cautioned to read the blog's disclaimer.

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Saturday, February 9, 2013

Stocks DD Cites: Interview with Ken Keller, COO, Spectrum Pharma


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The interview was conducted by Investor1989  of the Danish medicoinvestor.com  

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Friday, February 1, 2013

Stocks DD Cites: FTC action against alleged pyramid scheme


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FTC shuts down Fortune Hi-Tech Marketing

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Stocks DD Cites: Bluemountain raises TARO stake in Q4 2012


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Whalewisdom Link . Blue mountain seems to be the largest shareholder based on 13F filings(Note however only funds >$100m file 13F). 

BLUEMOUNTAIN CAPITAL MANAGEMENT, LLC643,664$ 31,204,8302.16%2.72%11128,115  increase

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