Frankly the most upsetting thing from the call was not any particular 'news' - it was just how completely unprepared and unprofessional Zerbe was (not knowing the status of Suboxone at PAR was beyond unbelievable).
While the EU filing on the migraine will at least put them in the news, I don't think it will have much of an impact on the stock price.
What I do think can make a very significant impact is who they choose as the next CEO. If they - meaning the board, not just Zerbe - turn this over to a professional recruiter and get themselves a Pharma industry veteran with street cred it can be a game changer IMO.
So in that vain I'm actually hoping we don't hear anything for at least a month. They should take their time and truly find the right person that can execute all of their technology - tap the animal market, keep everything on track with PAR, and my personal fav the Neuropathic Pain product (that one has always been the giant home run ball in their tech arsenal IMO). So many weapons - and they keep shooting blanks.
We'll see.
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