Some great posts with good insights..Been out on the ocean chasing big ones, and out of cell range mostly,...since it takes time for business strategy to unfold if you are longer term you only need to watch/read periodically for entertainment...of course you need confidence in your positions to do this...
I will be doing a bit of recearch on "Deerfield" when I have time...This is the co that is doing the $350 million financing for the Newco TRX/Pozan.....I know the basics on them already, as in they are very big and successful..but will look into their strategy more... A strong Pharma financier is very important and beneficial in many ways to growth... If you look at Valieant, they have Pershing Square as a partner...Pershing is a hedge fund focused on health care, ...Pershing owns a massive block of Valeant stock and has an interst to see it grow...They find good aquisition targets for Valeant and make money both ways, by investing in the target companies , which always go up significantly, and also in the upward momentum of valeant from the growth and acreetive aquisition...So strong financial partners with a big stake on Newco.s future can help in a very big way..I am thinking Deerfield may fill this roll in their unique way...