1. Valeant is About to Hold the Most Intense Investor call in Years — Here are the Questions they Must Answer (VRX)

    Valeant is About to Hold the Most Intense Investor call in Years — Here are the Questions they Must Answer (VRX)

    Not since the financial crisis has a multi-billion company seen its fortunes change as quickly as Valeant Pharmaceuticals.  In the past week, questions have emerged about its business practices that surprised investors and analysts who follow the Canadian drugmaker, and the market's response has been brutal– about $20 billion was erased from the company's market value in just five days...

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    1. Based on our understanding, 10% of Valeant's revenues come from specialty pharmacies. While other companies also use specialty pharmacies, the structure of Valeant's network seems different.
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