This week we take a look at Bed Bath & Beyond, Carestream Health, Bausch + Lomb and our Aggredium-powered analysis of the cruise industry.
We’ve got a double dose for listeners this week. First, a crossover from our sister EMEA core credit weekly podcast where Reorg’s Harvard Zhang brings us the latest on a potential Cineworld chapter 11 and Mark Fischer shares some insights on the cruise sector, powered by data from Aggredium.
Next, we offer a webinar replay where the Reorg team discusses the latest events surrounding Bausch Health including its proposed spinoff of its Bausch + Lomb business to shareholders, threats from competition for the company’s Xifaxan drug in light of patent challenges, and a pending maturity wall.
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