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Farmas USA

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#111987

Re: Farmas USA

No si en general en mensual es todo feo mire por donde mire

#111990

Re: Farmas USA

ACAD
Este es otro permabear de Acadia. Tiene puntos válidos, pero el enfoque es siempre como si estuvieran cortos.

#111991

Re: Farmas USA

Can Synergy Survive This Crisis?  Oct. 31, 2018 1:2018

Let’s take a look at what has befallen the struggling pharmaceutical company, and whether there is hope yet to escape the current catastrophe.

We do not know what sort of offers, if any, Synergy has received. Perhaps it is being completely honest. But stating that fact puts pressure on CRG. If CRG does not give ground and bankruptcy occurs, it would find it difficult to recoup its losses. Not only would there be significant restructuring, legal, and other costs, but also the risk of losing some of the hard-won formulary access for Trulance. Such an event would diminish the near-term value of the drug significantly. Thus, we see it as being in CRG’s interest to help Synergy survive rather than threaten its solvency.

The high-profile failure of Synergy, apparently driven by CRG’s intransigence, could taint the lender’s brand. CRG bills itself as a “premier healthcare investment partner” and boasts of having “provided a dynamic array of financing solutions for companies across all healthcare sectors.” CRG lends to a range of healthcare companies and it has carved out a strategic niche in the sector. If it does not help Synergy at least weather the current crisis, it could prove problematic for dealmaking down the line

CRG has much more to gain from keeping Synergy alive than in letting it die. 

https://seekingalpha.com/article/4216496-can-synergy-survive-crisis