RE:RE:RE:RE:RE:OHHHH DEAR.... TD JUST CUT TO HOLD FROM BUYCNInvesting wrote: Why couldn't the management be wrong about that decision ? You think it's impossible for them to mess things up...well.
sunshine7 wrote: Interesting that they (he) believes 2Q results will be met but much of the concern is forward, some real, some unknown or imagined. FX due to Brexit is real but no mention of GBP debt hedge. Ongoing strategic review he sees as a negative as well as the future of Donnatal. These things will become knowns in coming months. Does anyone believe that management would double the Donnatal sales force earlier this year if there was a high risk?
Maybe they were increasing Donnatal sales force to extract as much profit as they could before DESI hearing. They recently increased sales force of Nilandron according to RBC Script Report - and we find out last week that a generic was launched by competitor to compete with Nilandron's sole drug status. And PR yesterday on Nilandron stated CVS drop "not material," ... but did not mention the generic introduction that competes with Nilandron's sole status - and that is defintely material in my opinion.