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  • msf March 2016
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Sequoia Fund Picked A Bad Time To Stick Up For Valeant

FYI: It’s hard to imagine a worse time for Sequoia Fund (SEQUX), the biggest backer of Valeant Pharmaceuticals (VRX), to provide an upbeat assessment to shareholders.
Regards,
Ted
http://blogs.barrons.com/focusonfunds/2016/02/29/sequoia-fund-picked-a-bad-time-to-stick-up-for-valeant/tab/print/

M* Snapshot SEQUX:
http://www.morningstar.com/funds/xnas/sequx/quote.html

Lipper Snapshot SEQUX:
http://www.marketwatch.com/investing/fund/sequx

SEQUX Is Ranked #231 In The (LCG) Fund Category By U.S. News & World Report:
http://money.usnews.com/funds/mutual-funds/large-growth/sequoia-fund/sequx

Comments

  • Trivia on the Valeant/Philidor connection:
    - Philidor was Valeant's only specialty pharmacy
    - After all hell broke loose last October, it still took Valeant three months to terminate that relationship (Valeant products were still being sold through Philidor for months)
    - Valeant appears to have moved its business to Walgreens http://www.valeantaccessprogram.com/
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