Replies to post #148114 on Biotech Values

[DewDiligence]

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.

[DewDiligence]

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.