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Entries from December 2019

The Foamix And Menlo Merger Makes Sense

December 5th, 2019 · No Comments

The all-stock merger between Foamix and Menlo has been badly received by the markets, but we beg to differ. Basically, the merger reduces cost, risk and leverages the critical sales infrastructure already 90% in place for the upcoming launch of AMZEEQ in January. T here is a deal of uncertainty, as the post-merger ownership ratio […]

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Tags: FOMX

Asure Will Be In Much Better Shape After A Transition Year

December 2nd, 2019 · No Comments

The company sold off its workspace business for $120M which will eliminate its net debt and $9M of interest cost. However, investors have to be patient for the benefits to emerge as 2020 is going to be a transition year with revenue stagnant. After 2020, things should be much better with revenue growth, margins and […]

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Tags: ASUR