RE:RE:RE:RE:Endo ... watching just for funlongrun86 wrote: Out of curiosity I looked at the recent Presentation and earnings releases. The summation is simple: Endo is a Zombie. All shareholder value has been destroyed. The debt holders are in control now. Goodman and his team must be sad to see everything they worked for at Paladin in this state
I think you guys who are around from the Paladin days might have a view as to if there is anything for Knight worth salvaging. I suspect Knight is a pass on anything in here unless there are some Latam things for real cheap. Otherwise, capital is better spent on the continuation of the Latam buildout.
About 69 Canadian drugs they would take off Endo's hands (only thing left in Endo International) - but - only if they can get it on the cheap.
The LATAM assets were already sold off - which I think came via other deals and mostly unrelated to Paladin anyway (don't quote me on that - lots of amalgamation when Paladin was acquired).
Ya - what happened at Endo is depressing (on one hand) but it makes our strategic position that much sweeter - we are the only developing ROW business right now. There's value in selling an efficient ROW way in the future.