ALTA FUNDAMENTAL ADVISERS LLC v. BISARO

CourtDistrict Court, D. New Jersey
DecidedJune 30, 2025
Docket3:24-cv-09245
StatusUnknown

This text of ALTA FUNDAMENTAL ADVISERS LLC v. BISARO (ALTA FUNDAMENTAL ADVISERS LLC v. BISARO) is published on Counsel Stack Legal Research, covering District Court, D. New Jersey primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
ALTA FUNDAMENTAL ADVISERS LLC v. BISARO, (D.N.J. 2025).

Opinion

NOT FOR PUBLICATION

UNITED STATES DISTRICT COURT DISTRICT OF NEW JERSEY

ALTA FUNDAMENTAL ADVISERS LLC, et al.,

Plaintiffs, Civil Action No. 24-9245 (ZNQ) (JTQ)

v. OPINION

PAUL BISARO, et al.,

Defendants.

QURAISHI, District Judge THIS MATTER comes before the Court upon a Motion to Dismiss filed by Defendants Paul Bisaro, Jason Goodson Sigurdur Olafsson, Bryan M. Reasons, and Daniel Speciale (collectively, “Defendants”). (“Motion”, ECF No. 8.) Defendants filed a brief in support. (“Moving Br.”, ECF No. 8-1.) Plaintiffs Alta Fundamental Advisors, LLC, Alta Fundamental Advisers Masters LP, Alta Fundamental Advisers LP LLC, Blackwell Partners LLC, and Star V Partners LLC (collectively, “Plaintiffs”) filed a brief in opposition, (“Opp’n Br.”, ECF No. 16), and Defendants filed a reply, (“Reply”, ECF No. 17.) The Court has carefully considered the parties’ submissions and decides the Motion without oral argument pursuant to Federal Rule of Civil Procedure 78 and Local Civil Rule 78.1. For the reasons set forth below, the Court will GRANT IN PART and DENY IN PART Defendants’ Motion. I. BACKGROUND AND PROCEDURAL HISTORY This is a securities fraud case brought under the Securities Exchange Act of 1934, and which arises out of the same facts and circumstances as a class action currently pending before the Court in 23-cv-3662 Cont’l Gen. Ins. Co. v. Olafsson (“Continental General”). Plaintiff Alta Fundamental Advisors, LLC (“Alta”) is an investment management firm which managed the funds

of Plaintiffs Alta Fundamental Advisers Masters LP, Alta Fundamental Advisers LP LLC, Blackwell Partners LLC, and Star V Partners LLC (the “Funds”). (Compl. ¶ 25.) Collectively, the Funds acquired 1,947,093 shares of Defendant Mallinckrodt, PLC (“Mallinckrodt” or “the Company”) common stock between June 30, 2022, and May 19, 2023 (the “Period”). (Id.) Defendants are corporate executives of Mallinckrodt, a global pharmaceutical company that develops, manufacturers, markets, and distributes specialty pharmaceutical products and therapies, including opioid products. (Id. ¶¶ 2, 39.) The individually named Defendants are Paul Bisaro (“Bisaro”), the Chairman of Mallinckrodt’s Board of Directors; Jason Goodson (“Goodson”), Executive Vice President and Chief Strategy and Restructuring Officer; Sigurdur

Olafsson (“Olafsson”), the Chief Executive Officer, President, and a member of the Company’s Board of Directors; Bryan M. Reasons (“Reasons”), Executive Vice President and Chief Financial Officer; and Daniel Speciale (“Speciale”), Global Controller and Chief Investor Relations Officer from 2021 to 2023. (Id. ¶¶ 31, 33, 34, 35, 36.) A. MALLINCKRODT’S BANKRUPTCY On October 12, 2020, Mallinckrodt filed for Chapter 11 bankruptcy in the U.S. Bankruptcy Court for the District of Delaware, citing to liabilities arising from its sale and marketing of opioid products and the alleged illegal kickbacks and Medicaid rebates involving its Acthar drug. (Id. ¶¶ 40-42.) Mallinckrodt’s June 2022 bankruptcy plan restructured its liabilities and debts whereby Mallinckrodt agreed to pay $1.725 billion over an eight-year period into a trust as part of the opioid-crisis settlement as well as $260 million over a seven-year period to settle claims for improper billing practices. (Id. ¶ 42.) Over the next several fiscal quarters, Mallinckrodt continued to experience sales difficulties and liquidity issues. (Id. ¶¶ 101-102, 142.) In early June 2023, despite reassuring investors that the Company was able to meet its obligations, the Wall Street Journal published an

article titled, “Mallinckrodt Explores Repeat Bankruptcy as $200 Million Opioid Payment Comes Due.” (Id. ¶¶ 14, 115.) The article reported that Mallinckrodt was “considering another bankruptcy filing as it faces a $200 million payment part of a $1.7 billion opioid-crisis settlement agreed to last year when the company filed for chapter 11 protection.” (Id.) Consequently, Mallinckrodt’s share price fell approximately forty percent to $1.47 per share. (Id. ¶ 117.) Later that month, partially because of statements made in Mallinckrodt’s Form 8-K filed with the Securities and Exchange Commission (the “SEC”), Mallinckrodt’ s ordinary share price fell to $0.87 per share. (Id. ¶¶ 118, 119.) On August 25, 2023, the Company announced the “signing of agreements to file a

‘prepackaged’ bankruptcy.” (Id. ¶ 125.) Five days later, Mallinckrodt filed a second petition for Chapter 11 bankruptcy. (Id. ¶ 126.) The prepackaged bankruptcy plan canceled then-existing shares, rendering the 1,947,093 shares held by the Funds worthless. (Id. ¶¶ 25, 126.) B. DEFENDANTS’ ALLEGED STATEMENTS AND OMISSIONS Plaintiffs allege that, throughout the Period in question, they relied on Defendants’ “materially false and/or misleading statements, as well as [Defendants’] fail[ure] to disclose material adverse facts about the Company’s business, operations, and prospects” and suffered harm. (Id. ¶ 20.) Specifically, Plaintiff Alta purchased Mallinckrodt common stock for the Funds (1) on twelve separate days between June 30, 2022, and August 4, 2022 (id. ¶ 65); (2) on four separate days between August 11, 2022, and November 7, 2022 (id.); (3) on eleven separate days between December 29, 2022, and late February 2023 (id. ¶ 80); (4) on April 4, 2023, (id. ¶ 98), (5) and on May 19, 2022 (id. ¶ 113). Plaintiffs dedicate much of the Complaint to detailing the specific misleading or materially false statements made by Defendants from June 2022 through May 2023 in official press releases, miscellaneous corporate statements, quarterly calls, proxy statements, conference calls with

investors and analysts, quarterly and annual reports filed with the SEC, and through direct communication with Plaintiffs. (See id. ¶¶ 4-20, 51-145, 170.) According to Plaintiffs, these statements included, among others, assertions portraying that the Company had the financial resources to satisfy its commitments under the bankruptcy plan, the ability to create value for shareholders post-bankruptcy, and the ability to continue operating “as a going concern” due to purported enhancements to its liquidity and balance sheet. (Id. ¶¶ 54, 57, 74). Plaintiffs also allege that, in many of the public disclosures made by the Company and Defendants “from the time the Company emerged from bankruptcy in June 2022 through and including those relating to the first quarter of 2023,” Defendants failed to disclose the Company’s “dire state” and that the Company

was “unable to meet its obligations.” (Id. ¶ 114.) Plaintiffs allege that “Defendants knew that Mallinckrodt lacked or was at severe risk of lacking the financial resources to make its opioid settlement payments as soon as June 2023” and that Defendants were aware that the “ramifications of failing to make the required payments were [financially] dire.” (Id. ¶ 63; see also id. ¶¶ 154- 157.) However, it allegedly was not until the press “brought things to a head” that the truth of the Company’s financial condition was revealed. (See id. ¶¶ 114-145.) Defendants’ alleged misleading statements, when read together, can be summarized as set forth below. 1. June 2022 Statements In June 2022, Mallinckrodt issued a press release discussing its bankruptcy plan and “strengthened balance sheet” following its first bankruptcy. (Id. ¶ 53.) In that release, Olafsson assured investors that “Mallinckrodt is emerging from its recent restructuring process with an attractive pipeline, enhanced financial flexibility and significant opportunities to drive stakeholder

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ALTA FUNDAMENTAL ADVISERS LLC v. BISARO, Counsel Stack Legal Research, https://law.counselstack.com/opinion/alta-fundamental-advisers-llc-v-bisaro-njd-2025.