Thanks, good takes. My main concern is that it is simply the wrong time to own it with the Trump administration laying down the law to drug companies. He has consistently said drug prices are too high and let's face it, Acthar is a poster child for big pharma greed. The double edged sword is that Marathon could receive a fast track designation for Synacthen with Trump's new FDA in power (should they decide to seek FDA approval). I agree it's nice to have the issues of Acthar's monopoly cleared up- pay the fine and be done with it, get the bad press off MNK ASAP. "Look! It wasn't us who were anti-competitive, it was those other guys before us but here's a hundred million dollars to make the problem disappear". Right now though Achtar is still growing 10% YOY, thinking eventually something has to give. It is tough to pull the trigger on this one though. Difficult stock to get a read on. I was buying QCOR in the 17s in 2012. Sold way too soon in the 30s. One of the biggest mistakes I ever made, now I'm just trying to determine if the risk is worth the reward.
