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Hey, the deal was that if Vicky reaches 1000 followers for her instagram blog by New Year, I'd spend half a day writing a post. Between when I...
Hey everyone! Another year passing, more holiday greetings. Hope all are doing well! Vicky's instagram blog ( www.instagram.com/vicky_vega_phd...
Relevant writeup in FiercePharma:...
Hi everyone. I finally got around to trying to figure out -- not very successfully, I must admit -- what's the deal with AbbVie. With Valeant, I...
Quick note: A few hours after I wrote this post, Bloomberg had an editorial that basically said the same thing....
Headline update: Tanner (Valeant) and Davenport (Philidor CEO) were convicted of fraud....
That, I feel, is the heart of the problem. Dan.
Don't know that the board of directors can do much here. (But they absolutely need to start behaving with urgency). The immediate issue is the...
I can only speculate that PS got a "first time pass." As we all recall, the PS-Valeant maneuver was, by this judge's own writing, uncharted legal...
Ackman's hedge fund lays off staff, including his driver...
I agree, looks like a small amount to me. Here is my math: (Numbers are mostly from memory, but should be fairly close to the actual ones)...
Hey guys, been away from the board for a while; thought I'd stop by. I did want to comment a bit about the Indian tribe deal. I think anyone...
Oh, that's easy. It's all about Teva. Remember, when the Teva deal was working it's way, I was concerned that Teva overpaid and they would bail...
Thanks. I didn't read the whole article, but I think I got the gist. I am in total agreement with the author (and SEC) that these non-GAAP...
Hey everyone: Another milestone in the slow-motion collapse of VRX: Today, for the first time (since we got interested, at least), VRX dropped...
Thanks, Michael; Here is the NYT link:...
Today's New York Times front page has an article on Ackman's VRX disaster, prominently mentioning the unfinished business of the Insider's Trading...
The lawsuit is a remaining thread that has the potential to doom Pershing Square (Ackman's hedge fund) altogether. When the first suit was filed...
Just a quick news item: Today, after the market closed, Ackman announced that he sold all his Valeant shares (at an epic loss), because it was...
Thanks for your kind words. As you noted, I can't predict the market. I can only attempt to interpret what investors are communicating through...