VALEANT PHARMACEUTICALS INTL INC T.VRX

RE:RE:NEW VRX ARTICLE!!!!!!!!

[Miran]

RE38 wrote: Crappy made up numbers not based on reality. This is the best comment on that article:

Hate to burst your bubble but I think you are forgetting a whole lot of things. Firstly their main drug Xifaxan is coming off patent as early as 2019, Jublia #2 is already facing competition from Kerydin and based on its efficacy and the price they are charging I can't imaging a good fight. Also, laser treatment for onychomycosis is proving to have better outcomes as time goes on. VRXs drug stable is a mix of old drugs and patented mixtures of generics. Their derm business is going to face a lot of scrutiny and the prices and margins are going to be hit hard. In fact many of the combos that were designed to overcome generic competition will be refused by third party payers outright and the sales strategy is done. Glumetza is about to be genericised and VRX in their wisdom have jacked the price up to usurious levels as they have done with many other molecules.

 

My prediction is that VRX will undergo increasing scrutiny not only by DC but by physicians and pharmacists alike and will be generically substituted to the max. Third party payers and PBMs will cut them loose as they have Philidor and sales will plummet while debt will accumulate. B&L as a brand is tainted and VRXs plan of cornering the contact lens market is already under governmental scrutiny so I think they will be coerced quickly to cease and desist. IMHO B&L is salable but will go for pennies on the dollar because it is tainted by VRX.

 

Combined with crushing debt I wish the longs luck.

if you check the PKK forum you will see who the real RE38 is.