SIG 3.15% $2.95 sigma healthcare limited

"What is the intrinsic value of SIG if CW is no longer a...

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    "What is the intrinsic value of SIG if CW is no longer a customer?"
    no much impact, Sigma has historically been too easy-going with CW (they created a monster that bite themselves now), that is: margin is extremely thin (next to none) but large amount to fund has been tied on it.
    I think it will be happy to let CW go (after punishing CW in the court) and re-deploy the fund to good use.
    Having said that, the better solution for both side is to settle, and negotiate a new, long term deal.
 
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