[whatok]

VRX really seems like it's much more smoke than actual fire; at least on recent specialty pharmacy news. It's definitely a complicated and shady-looking structure but it seems like they have shielded themselves from any fallout from fraud. That's not to say the stock won't take a hit in the meantime but Enron comparisons are really overblown right now. Management definitely screwed up by not clarifying things earlier.

Theranos is in a completely different situation. They could easily lose Wallgreens among others over the current fallout and not get the FDA to go the way they want. Company would take a huge hit and given that their signature technology is not really usable right now, I don't know how much more leeway they would really have after this.