Earnings call thoughts?

Thoughts after Q2 earnings call?

 

I typically logon and tune out as I am tired of the fluff from BH. I am pretty sure BH has no clue what EBITDA means. I think he just likes saying it!

 

BH didn’t host today’s call. OD only accounted for 6% of revenue. Salix and B&L are what keep this company going.

 

Stock is soooo stagnant, bouncing between $21-$24. Brutal. When is Derm going to be divested? It’s not profitable and won’t be anytime soon, so why is JP hanging onto this dog?

 

"EBITDA" He's probably thinking that is a new potato chip. GET IN MY BELLY

 

do you know what it means?

 

Bausch stock has outperformed the market so far this year. Wouldn’t call that brutal.

 

As I stated, I logon and tune out! BH made me this way! Id rather listen MM hit on a lonely girl than listen to BH speak! Is fat fuq MM still with Invisalign?

 

The stock was $25 a year ago. It’s $23 now. I’ll go ahead and stick with my contention that it’s brutal.

 

All bets are on that Humphries is gone by the end of the year. Do it Joe!

 

You said that this time last year! You could be right or wrong!

 

All bets reps will be cut before BH.

 

I will modify your bet! 1/2 of the sales force will be let go! The 1/2 remaining will be the young ones they just hired for peanuts and a stuffed animal! Get your resume updated!

 

That's a good possibility although it doesn't matter much because Joe Papa is running the company and the bottom line is he needs to get rid of Humphries. The terrible leadership style of BH has been nothing but a drag on Bausch Health and OD has provided no value to the stock. BH needs to go.

 

No disagreement from any of us in the Midwest.

 

$21 and counting. Down.

 

I think dumping the derm division might be the best thing for BHC stock to move up quickly. The derm division started this whole mess with philador and as well as all the failed launches. JP, take OD out back and put it out of its misery!

 

The only count down are the days left for Humphries to be shown the door. Duobii is not stacking up and it's all smoke and mirrors. Each day that goes by is another day of poor marketing execution. There is no fixing what is broken and cleaning our house from the very top is the best answer to a very dirty mess.

 

the entire stock market is down. do you only watch BHC stock? Yesterday was wall streets worst day of the year.

 

Duobrii doing very well atm. I don't blame BH, he can only work with what he's given. From the frontlines, this will be a blockbuster.