Concordia Healthcare Corp. T.CXR.R

BNN Coverage of New CEO

[retiredcf]

https://www.bnn.ca/video/concordia-names-new-ceo~985485

[has2bshasta]

This post has been removed in accordance with Community Policy

[DeathPool]

No it won't !!  I know someone who will write a book on it and I envision a movie will be made on the story to unfold.

[Nossy45]

Drug prices increases are actually baked into the UK agreement, it's not as if drug prices won't go up ... they will just go up something like 5 - 15 5 YOY versus what we had before. This is ridiculous, the sentiment is very very very very very bad but that's were the opportunity is ... CXR has very good assets ... especially internationally ... drugs all over asia, europe ... it's

[DeathPool]

What you have stated on drug pricing practices in the UK is inaccurate.  You should not make statements on drug pricing without an examination of NHS Prescription Cost Analysis.  Veritas Research has done an extensive analysis of AMCo's Key Drugs Levothyroxine Sodium, Nitrofurantoin, Prednisolone, Carbimazole, Liothyronine (*mentioned specifically in the House of Common by a member

[smallshort]

Excellent info!  I agree.  I don't think the large US based short sellers are covering here.

[Nossy45]

I don't think anyone thinks the institutional shorts will leave this alone anytime soon, doesn't mean there isn't upside from here though. This solution to the is to issue a generic. Amco controls a monopoly over Liothryonine, I don't see the UK government being as draconian as people assume they will be. Also important to note that CXR has access to a broad market, and no single

[Lumberfeverlong]

No drug representing more than 2% of revenue is simply not true. I think d Donnatal, Plaquinel and Nilandron each represent more than that.  

[MustardTiger88]

I believe on their website it states that no drug represents more than 10%.  Unfortunately I think Donnatal is almost 10%.

[DeathPool]

LOL, I don't know where you get your info.   You should check on the status of AMCo's Liothryonine.  Top 10 of AMCo's drugs represent 75% of their International portfolio so it is not in the least defensible.   Liothryonine alone represents 7% of their 2015 revenue!