Great thread though. Always worth asking the question, of every management role, in every company.
I'm 60/40 Yes/No myself. I do like the current speciality products. I'm less enamoured with the generics, but as long as they are profitable you stand a good chance of riding the next sentiment improvement. Which will come, i just do not know when.
Personally i think he needs to do more media, more investor updates etc. People feel informed and like they're making a rational decision when they have regular updates. Information-blackholes leads to confusion and a worst case scenario assumption.
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