I’m not seeing any real substance in Cosette allegations, so far they’re all speculative and no real impact on the company finance. Mayne had a letter from FDA on 1 product but that is it, and come on it’s one speaker’s presentation! What are they going to do? I’d seen people making up a lot more shit in conferences all the time.
I think Mayne response is fair and justified. I don’t think the fall in sp is due to that letter, it’s the leak about Cosette walking away. UBS which advices Cosette been the one selling.
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I’m not seeing any real substance in Cosette allegations, so far...
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