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Vitaliy Katsenelson Contrarian Edge © 2020
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Allergan

Purchase of Allergan and Sale of Teva

June 22, 2016 – Excerpt from Q2 2016 letter to IMA’s clients To talk about our purchase of Allergan we have to talk about sale of Teva – as you’ll see, they are very interrelated.  Our buy thesis on Teva was simple: it’s a dominant generic pharmaceutical company, and a large portion of its profitability […]