Distancing itself from ValiantRead an interesting article on Aloha today that said Concordia was distancing itself from Valiant. It mentioned that something like 65% of sale are in UK (where they have public funded prescriptions) and that they are only increasing some by 6% on an annual basis. The government there has no problem with the pricing and the only risk is currency.
There are a lot of very stupid analysts and the only thing worse is the people who listen to them. This is a winner, and the chance to buy such a company only comes once IMO.