actavis

when we will get to see their combined business performance and whether they are going to get the results they claimed together? Q1 or Q2 results?

 

Q2 2016 will be first time with real visibility. You need year over year to identify what happened to business. Anything before will be speculation. Also depends if they report that transparently and assumes no other large transaction.

 

did you mean Q2 2016 or Q2 2015? dont you think we should see what is going on within 3-6 months?

 

Obviously 2015. Q1 results will tell a lot already

 

Q2 will be a better test of how Actavis is really performing

 

No. 2016. You need year over year To really understand. This is what makes serial acquirers so hard to track. Too many changing parts and they change the way they report. They will put out some Information staring in q2 2015 obviously and picture will get better further out you go but you need year over year to truly see what happened since they acquired

 

How would q1 tell anything? They didn't even close the deal until q1 was almost over. You do realize that right?

 

Within 6 months of closing you should see a picture