Ich hatte am Samstag der IR Abteilung von Mallinckrodt eine Mail geschrieben mit einigen Fragen. Herr Speciale hat vor etwa einer halben Stunde geantwortet. Nachfolgende meine Fragen und die Antworten von Herrn Speciale.
1. How does the Mallinckrodt plc management see the role of Mallinckrodt plc in the opioid crises ? MNKs opioid exposure is primarily centered on generic products, which were not promoted to doctors. While it is clear that the illegal use of opioids or other illicit drugs is a problem in the US, as a generic manufactrer providing the market with legal, FDA approved and DEA regulated products, distributed through large distribution companies, and prescribed by licensed medical professionals, we feel we have done nothing wrong, and will defend ourselves vigorously in these matters.
2. With Purdue offering 10-12 billion Dollars and preparing for Chapter 11 fears are Mallinckrodt might take the same exit. TEVA, Endo and Allergan have settled for low dobule diggit million dollar fines. What path is Mallinckrodt plc going to take ? We will defend ourselves vigorously in the trial. We are open to settlement, but are more likely to enter into a settlement that is global and provides peace moving forward.
3. Mallinckrodt withdrew the remaining 95 Millionen USD from its revolving credit facility, causing the share price to plunge. What is the intended use oft he 95 Millionen USD ? Releasing a press release about the intended use of the 95 million USD from the revolving credit facility would help regain trust in the company and therefor help the share price to stabilize as well. If the 95 million USD are intended for buying back debt (which can currently be bought back at a significant discount) that would be a strong positiv signal from the company. We indicated this would be used for general businss purposes and for potential near-term calls on cash. In short, we wanted access to the $95mm to ensure we could deal with the CMS ruling, in the event it would go against us.
Falls ihr auch Fragen an die IR Abteilung von Mallinckrodt stellen wollt hier die Adresse: Investor.Relations@mnk.com |