Replies to post #128897 on Biotech Values

[DewDiligence]

ABT—The Bloomberg piece you posted contains a plentiful measure of self-serving BS spouted by such analyst/bankers such as Jami Rubin of Goldman Sachs. (I commented on Rubin’s shameful performance on ABT’s CC yesterday in #msg-68128087.)

All this speculation about a buyout of ABT’s proprietary pharma successor company is premature insofar as ABT has not fully determined the allocation of assets and liabilities among the two successor companies. Moreover, it will be at least nine months until the split-off is implemented. By then, ABT’s inner circle might even come to their senses and realize that the main beneficiaries from all these machinations are not the shareholders, but rather the investment bankers.

[jq1234]

Abbott Labs Settles Trilipix Patent Litigation With Impax

[ABT IS really busy lately]

--Impax may begin selling generic Trilipix in 2014, or in 2013 under certain conditions

--U.S. patent for Trilipix due to expire in 2025

--Companies say deal provides certainty, removes litigation risk

http://online.wsj.com/article/BT-CO-20111020-711658.html?mod=wsj_share_twitter

[DewDiligence]

Quiz re ABT’s pharma successor company being a buyout target:

Following up on my criticism in #msg-68176742 of the Bloomberg article in #msg-68175933… the article entirely overlooks a point that affects the buyout speculation in a material way.

What material point does the article overlook?