Old API Wind-down Ltd - Ordinary Shares ARLZQ

RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:Seeking alpha

[mjh9413]

Great to see differing opinions here and guess we'll just have to wait-see. One poster sees ARZ riding sales down to $50MM over the years while another sees them somehow going from 80's to 150. Another is equally surprised that own Reps do not carry promotion for this drug around with them as well as the other ARZ products, while another says keeping it with AZ Reps is best...AZ are not going to do sales without eating into ARZ's net revs on this drug, so just another layer of cost as ARZ build from 25 to 110 Reps and ARZ do not, apparently, immediately train their Reps in new drug marketing. I'll say again that the cost of the new debt is significant and that the statement the AZ drug will contribute positively to EBITDA is at best misleading in terms of the value of this drug versus the price they paid and the cash costs. Okay, so this is like going round in circles so best wait for proof of the pudding when the actual next 2 qtrs' reporting is done, or we get significant operational news in a NR.  We each know the others opinions.