RE:RE:RE:RE:RE:RE:RE:RE:And The Final Numbers On Volume Most interesting thing I saw in the Paradigm update is that they expect "Baxter to make a quick decision," and that they expect, "a joint announcement in the coming weeks."
What "coming weeks" means is for each of you to decide but for me, I just see it as another sign of things moving quickly and happening with a sense of urgency going into this July Vantive/Baxter Spinoff.
And the reason this July Vantive/Baxter spinoff is so at the forefront of my mind started with the simple "sizzle" theory as MM likes to call it, and then after my research it has grown and led me to believe that yes, that smoke really looks like it leads to a big fire.
My Vantive research was at first just going thru Baxter's latest earning conference call transcript and then I looked at one of the ratings agencies named Fitch that put out their assesment of Baxter and Vantive in a Bond rating type way that they do as opposed to a typical stock analyst type way. And there are definitely some interesting Easter Eggs in that Bond rating report. I'll leave the link to the Fitch report at the end but I'm going to leave it up to you to see the things that perked my attention.
But that aside, I did get some great satisfaction out of today's news releases as well.
All of us old timers know that January was nothing short of great in terms of enrollment.
But all of us old timers were also really wondering in the back of our minds, if it would last, after so many months and years even of not just slow enrollment but almost stagnant enrollment.
Today proved to me that they have finally figured something out with the pace of enrollment, and that with 3 now in February, that yes it can last.
Here's the Fitch analyst report on Baxter/Vantive for those interested.
https://www.fitchratings.com/research/corporate-finance/fitch-downgrades-baxter-ratings-to-bbb-outlook-stable-04-01-20244