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jacob613

08/26/20 4:58 PM

#12027 RE: LordDarley #12024

What happened to ANI?
-generics business is very tough even the gov’t encourages competition —- generics stocks are awful this year. Look at LCI
-they royally f’ed up the Cort filing; we assumed the team was good when in fact they sucked
-MNK travails are a new headwind for Cort
-MNK Will have a competitive response either way