Concise and on message, Murdoch has articulated a clear vision of developing bread and butter revenue via growing Bulk sales such as Ashland Vital ET; accelerating Animal Health programs; pushing into new territories using consultants like Steve Meller ( ex P&G Executive who OBJ used with great success); growing our TPM manufacture capacity; and ensuring POHs patch and gels continues to track as a priority. Also of interest is that a Mylan Injectables deal seems more near term .... perhaps we will see something inked in 2015?
All positive- on the negative side is this pending arbitration with Prophase- we can ill afford a lengthy legal battle over a failed business venture- just settle and walk away would seem smart to me. No mention of Elixia sale either? I give Murdoch a 8.5/10 for his 1st newsletter. The teleconference tomorrow will determine if this mark gets a revision.
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