RE:RE:RE:WSJ Article - courtesy MSN.COM I would be surprised if Carlyle's analyst teams haven't already crunched some numbers on all aspects of Vantives current and future opportunities including the potential future cash flows from PMX distribution efforts.
it's a short leap from there for Carlyle's team to ask the question, what if we could own the NA rights to PMX and not just the distribution piece? Heck maybe they even approach Toray for a global deal ( Carlyle had a Tokyo office too)
Especially since we now know that Almeida used to work at Carlyle and Franzi ( now a Spectral Board member ) was/is high up the ranks at Baxter.
This is looking more like an international grandmaster level chess match, not just an endgame between a couple of schmucks.
MM