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Birdstone

12/04/13 1:25 PM

#2854 RE: jab91252 #2853

I've always believed Teva would make the most sense as an acquirer of ATRS, as opposed to PFE. Why wouldn't they try to step in now at, say, $7 a share? I know they have problems, but they're still a big company with the capability of making a selective deal like this. To me it makes a lot of sense and would be a smart move. Now, they could choose to wait until late 2014 when ATRS turns profitable so that the deal is immediately accretive to earnings. But by then they might be paying $10-12...
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Rymankoly

12/04/13 2:08 PM

#2855 RE: jab91252 #2853

Thanks Jab.
Please check your PM....
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silvrmoon

12/05/13 1:19 AM

#2856 RE: jab91252 #2853

Nice pickup, Jab. Very interesting...
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Bio_pete

12/05/13 10:21 PM

#2858 RE: jab91252 #2853

I think thats an unusual comment that they would be working on further improvements & innovation of the product. The only thing I can think of is another dosage for the epi-pen but I hope ATRS is protected from TEVA pursuing this or other improvements on their own.

In addition, after looking at TEVA's presentation & it almost looks like our best friend has taken a page from our playbook. It wouldn't take long before we're going after the same indication & our best friend could become your biggest enemy.