Concordia Healthcare Corp. T.CXR.R

RE:RE:uncertainty

[ruben12345]

DeathPool wrote: Ruben1234  I have been following along your discussion with Izy, Krug and Dorsia Capital and I do get Dorsia's thesis that there may be a little more to why CXR and Valeant are trading in concert.  I agree with Dorsia that both rely heavily on "adjusted eps based on the idea that depreciation is not a real expense"  but writing them off as "not real" under the idea that Donnatel will be an enduring product I object to, especially if the FDA is in a fasttracking gneerics mood.  I am obviously not a forensic accountant but it seems like you have some expertise on this thread that is going on the other board (I can not post to this board as I am not a member). Does anyone own the tail assets here for Donnatel or is Dorsia Capital just blowing smoke?

ruben12345 wrote: I believe pricing is THE discussion to have here. The prices CXR uses may be below average but they aren't the lowest. if the entire industry will be forced to bring proces down by 25%, CXR will be history. This may happen as these concern products that are off patent, had reduced to low price levels, but given limited compettion, were jacked up by a few players. I believe neither camps know the answer. I do believe the uncertainty, read, continuity of VRX and CXR is that uncertain through this issue that the current shareprice makes sesne. Until we know we are equally close to a double from here or another 50% drop

Thank you