Hi Dan,
I wish I had found this thread before jumping into AGN late this summer and riding it down.
I appreciate all the time and insight you and other community members have shared here.
I wish I had more to add but I'd like to please ask your thoughts on
1. ASR - is it worrisome that with $8B ASR, stock is still at $200 or lower?
2. Management - would they ever bring Pyott back; would he agree; would it boost share price; what about if legacy Allergan were spun off as suggested above and he could run it again?
3. Might there be any accounting irregularities/what is likelihood? Does huge difference between GAAP and Non-GAAP have any significance for AGN? Is it true that they must continue M&A for accounting purposes and not necessarily for growth? Seems like a very scrupulous company that has shareholders' interests at heart but is there possibility it could fall on lack of transparency etc or is general bad news already reflected by share price of $190 to $200.
4. Any catalysts in the next six months to increase share price? Will earnings be in line this quarter? I've been reading thread on three strikes and after already taking responsibility for earnings miss sees like no other excuse if they come in short. Was hoping for positive news on TBRA from recent Boston liver conference, but heard nothing; could positive phIII have much of an impact?
I apologize if questions could be better or clearer; in short, though I've read your other posts that you are not able to predict going forward, but do you have a feeling we're safe here at $190 to $200 or will we drop lower and finally do you think we can see $250 or higher again in 2017?
Thank you for reading.
