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DewDiligence

09/03/12 5:37 PM

#148117 RE: zipjet #148114

VRX has a pretty bad case of rollup fever, IMHO. They will probably be ok if they slow down or stop fairly soon; however, as you noted, these kinds of business models often end badly.
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DewDiligence

09/04/12 12:34 PM

#148160 RE: zipjet #148114

Factoid: VRX has done 11 acquisitions in 2012 to date (http://dealbook.nytimes.com/2012/09/04/valeant-continues-its-string-of-acquisitions ).

As zipjet noted, this kind of roll up anything that moves business model works great until it doesn’t.