SO you’ve got to be careful who Playez considers an exec whilst he begins his ‘big noting himself’ phase. He has a mate in Japan who owns a budget pharmacy and he speaks to a lot of taxi drivers who are well connected.
Consider Playez has prioritised that Mylan would go through this whole process purely as a means of comparison, rather than the scenario that they might actually want the product. And some people buy his ‘contrarian’ position.
One day when I can, I’ll reveal why he does what he does, and it’s got nothing to do with trading.
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