RE:CXR vs. VRXWow. Not sure I agree. I'm looking at VRX's EBITDA & EPS numbers and I'm shocked that he just reaffirmed. By that standard CXR could very well reaffirm. VRX EPS is at 39% of guidance and ADJ EBITDA is at 43%. I now think MT could possibly reaffirm. No way in hell CXR comes in under 43% of guided EBITDA.
onward1 wrote: Now that Valeant has done such a great job in squeezing shorts, will Concordia do as good of a job? The key difference between these two companies now may well be Mark Thompson has lost all credibility and Joe Papa is gaining it.