OTCPK:ARLZQ - Post by User
Comment by
Floridas2000on Oct 15, 2016 9:53pm
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Post# 25347991
RE:RE:RE:RE:RE:That's interesting...
RE:RE:RE:RE:RE:That's interesting...I think a mistake made by investors is believing that every specialty pharma that purchases a drug is the next Valeant, Concordia, etc. Another mistake is assuming that the people posting here are not aware of your concerns. We were talking about debt accumulation a year ago.
Toprol purchase increases EBITDA allowing Aralez access to a more favourable interest rate. Last 12 - 18 months is not a true picture. They incurred a lot of one time costs to go through with the merger, especially after the Irish domicile fail and the management purge.
It will take Yosprala time to be accepted and scribed in the market. Of course. That's why posters say Q4 will not give a true picture - wait for 2017. Kuato talked about passing a drug down from large company to smaller companies as the revenue dwindles like buying a new mercedes and selling it to a family who sells it to another family retaining lesser value each time. Did Aralez incur a lot of debt. Of course. No-one is questioning that. Can that debt be crippling sure. But Aralez is not Concordia - they are way more conservative. They never stated it has postive EBITDA. Their plan has been very clear from day 1. They will go into debt in order to sell Yosprala and they deemed it worth it. 2. They will purchase what will make the company stronger and they believe Zontivity and Toprol both will help. 3. I don't want to Adams to adopt a different model when he's shown success with his current model. 4. Wait a year man. They incurred so much debt so they can put the company in a good position going forward. People forget they are growing organically outside of Yosprala, Zontivity and Toprol