RE:RE:Time to accumulate?POZN needs the merger far more than TRX which makes me wonder about Harris and Co's motivations for the price of the negotiated deal. They had a desperate buyer and perhaps sold too cheaply. The biggest complaint at the time was that TRX sold out too cheaply to POZN and recent TRX financials vs the trials and tribulations of POZN's share price have only reinforced that sentiment. If TRX was to receive a cash offer before the merger, it would be my expecation that POZN's share price would get blasted back into the stone age while TRX's shareholders would likely jump at anything north of $2/share.
I've already prepared myself for the fact that Yosprala could turn into (more of) a fiasco as they haven't been able to get approval for what is essentially, aspirin. It's already enough of a debacle that Sanofi told them where to go, but then that was under the old CEO. Taking a worstish case scenario that Yosprala doesn't get approval in a reasonable amount of time, we'll see pressure on the financials after having hired all this personnel with no revenue (Yosprala revenue) to offset the costs - which will surely punish the stock. THAT being said, we still don't know what ARLZ will have in store for the 200M in cash floating around when the deal is done. We don't know how much of that cash is going towards Yosprala development and how much for other business development. A deal could come along that is so good, it could mitigate any potential Yosprala misadventures, at least for the near future.
I don't think there is any reasonble expectation Hillary (or whomeer) will be able to enact price controls as such initiatives have been tried several times before all with the exact same negative results. We're getting close to election though, so expect a lot of sabre rattling at the expense of *everybody* just to earn a few votes. I don't believe Canada will become the US's pharmacy either, as such a load wouldn't be sustainable at all. Chances are the status quo for the drug business in the states will endure for a few years to come yet.