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Concordia Healthcare Corp. T.CXR.R



TSX:CXR.R - Post by User

Comment by cg16on Oct 15, 2016 12:28pm
60 Views
Post# 25347014

RE:RE:Cinven payment = Amco Performance

RE:RE:Cinven payment = Amco PerformanceI try to follow RBC's reports on US scripts, but need to see Q3 reported to see if the write down was appropriate (some analysts question if it was too big and Shorts believe it was too little). It does seem that Donnatal is holding at 1.65% share. It makes sense that it won't erode much further because its only 1.65% of the patients that can't live without it. Not sure its worth it to the FDA after 90 years to take it away from that tiny group that need it, but I'm not an expert and it certainly remains a risk. The good news is that the IBS market grows at 6%-7% per year, so if a company can hold their share, no matter how small it is, it will be a nice cash generator. 
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