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Re: None

Wednesday, 02/01/2017 3:21:24 AM

Wednesday, February 01, 2017 3:21:24 AM

Post# of 38634
Just to add some points:

1) I see many of you when considering a possible (I'm not discussing how likely) takeover are looking at cash available for potential bidders: just take in mind that there could also be transaction with a component made of shares

2) buyout or no-buyout is somewhat misleading; it's the kind of partnership; Angelo stressed it out many times, and over the last 12months we had live examples: a multiple step Agreement it's the facto leading into a buyout in 2yrs or so. We Rexista+Podras, Regabatin (Lyrica), ANDAs portfolio. If the partnership is transformational we will be able to see approximately if the buyout is coming

In conclusion: we will have to make our DD as soon as the Agreement comes out. I have the feeling that this stock won't be in a steadily increasing path, but eventually a 3 or 4 big jumps (and a lot of shorting after the first 2 jumps)

JMHO