KELK v. BAUSCH HEALTH COMPANIES INC.

CourtDistrict Court, D. New Jersey
DecidedFebruary 12, 2025
Docket3:23-cv-03996
StatusUnknown

This text of KELK v. BAUSCH HEALTH COMPANIES INC. (KELK v. BAUSCH HEALTH COMPANIES INC.) 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
KELK v. BAUSCH HEALTH COMPANIES INC., (D.N.J. 2025).

Opinion

NOT FOR PUBLICATION

UNITED STATES DISTRICT COURT DISTRICT OF NEW JERSEY

JOHN KELK, individually and on behalf of all others similarly situated,

Plaintiffs, Civil Action No. 23-3996 (ZNQ) (RLS)

v. OPINION

BAUSCH HEALTH COMPANIES INC., et al.,

Defendants.

QURAISHI, District Judge THIS MATTER comes before the Court upon (1) a Motion to Dismiss (the “Motion to Dismiss,” ECF No. 42) filed by Defendants Bausch Health Companies Inc. (“Bausch Health” or “the Company”), Joseph Papa, Paul Herendeen, and Thomas Appio (collectively, “Defendants”), and (2) a Motion for Leave to File a Sur-Reply (the “Sur-Reply Motion,” ECF No. 52) filed by Lead Plaintiffs R. Cassian Anderson and Donna S. Preves (collectively, “Plaintiffs”).1 Defendants filed a Brief in Support of the Motion to Dismiss. (“Moving Br.,” ECF No. 42-1.) Plaintiffs filed a Brief in Opposition to Defendants’ Motion to Dismiss (“Opp’n Br.,” ECF No. 43), to which Defendants replied (“Reply Br.,” ECF No. 44). Plaintiffs also submitted a Brief in Support of their

1 The initial class-action Complaint was filed by John Kelk. On consent of the parties, Plaintiffs Anderson and Preves were appointed Lead Plaintiffs. (ECF No. 20.) The Amended Complaint identifies them as Lead Plaintiffs. (ECF No. 24.) The Amended Complaint does not identify John Kelk among the named plaintiffs yet the case caption has not been updated. Plaintiffs are encouraged to remedy this in any further amended pleading. Sur-Reply Motion (“Sur-Reply Br.,” ECF No. 52-1), which Defendants opposed (“Opp’n to Sur- Reply,” ECF No. 53). 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 78.1.2 For the reasons set forth below, the Court will GRANT Defendants’ Motion to Dismiss (ECF No.

42), and DENY Plaintiffs’ Sur-Reply Motion (ECF No. 52.) I. BACKGROUND AND PROCEDURAL HISTORY3 A. Procedural History Plaintiffs filed an initial complaint on July 26, 2023. (Compl., ECF No. 1.) Thereafter, on January 19, 2024, Plaintiffs filed a ninety-five-page amended class-action4 complaint alleging violations of Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 (the “Securities Exchange Act” or “the Act”) (Counts One and Two, respectively).5 (Am. Compl., ECF No. 17.) Defendants filed the instant Motion to Dismiss on July 9, 2024. (ECF No. 42.) Plaintiffs then sought leave to file a sur-reply after the Motion to Dismiss was fully briefed. (ECF No. 52.)

B. Factual Background As alleged in the Amended Complaint, Defendant Bausch Health is a global healthcare conglomerate that develops, manufactures, and markets a broad range of pharmaceuticals and medical devices in the areas of eye-health, gastroenterology, and dermatology. (Am. Compl. ¶¶ 17, 28.) Bausch Health’s common stock is traded on the New York Stock Exchange. (Id.) Also named as defendants are Joseph Papa (“Chairman Papa”), Bausch Health’s former Chairman

2 All references to Rules hereinafter refer to the Federal Rules of Civil Procedure unless otherwise noted. 3 For the purpose of considering this Motion, the Court accepts all factual allegations in the Complaint as true. See Phillips v. County of Allegheny, 515 F.3d 224, 233 (3d Cir. 2008). 4 The proposed class includes all persons who purchased or otherwise acquired the common stock of Bausch Health between May 7, 2020 and June 8, 2023 (the “Class Period”). (Am. Compl. ¶ 1.) 5 Count One alleges a violation of both Section 10(b) and corresponding Rule 10b-5 of the Securities Exchange Act. and Chief Executive Officer, (id. ¶ 18), Paul Herendeen (“CFO Herendeen”), Bausch Health’s former Chief Financial Officer and Executive Vice President, (id. ¶ 19), and Thomas Appio (“CEO Appio”), Bausch Health’s current Chief Executive Officer, (id. ¶ 20), (collectively, “the individual Defendants”). Prior to Bausch Health becoming a corporate entity in 2018, Bausch Health was Valeant Pharmaceuticals International, Inc. (“Valeant”). (Id. ¶ 2.) Valeant changed its name to

Bausch Health as a result of securities violations. (Id.) After the name change, Plaintiffs allege that Defendants maintained a façade that downplayed the Company’s financial struggles, including that the Company owed billions of dollars in liability from Valeant shareholders, and that the Company’s most valuable drug—Xifaxan—was “seriously threatened.”6 (Id. ¶¶ 4, 6) The Class Period begins on May 7, 2020 “when Defendants misleadingly told investors that they ‘preserved market exclusivity’ over Xifaxan ‘until 2028’—while making no mention of the ongoing and credible challenge to its patents by Norwich Pharmaceutical Inc. [(“Norwich”)], one of its competitors.” (Id. ¶ 7.) Defendants also purportedly downplayed the threat of litigation from its Valeant past. (Id.) As a result of these problems, the Company’s stock price declined,

“injuring investors” who purchased Bausch Health shares. (Id. ¶ 8.) As background of Bausch Health’s finances and subsidiaries, prior to May 5, 2021, Bausch Health’s portfolio of products included (1) Bausch + Lomb/International (“B+L”); (2) Salix, a large specialty pharmaceutical company committed to treating gastrointestinal disorders; (3) Ortho Dermatologics; and (4) Diversified Products. (Id. ¶ 29.) Bausch Health’s 2022 Form 10-K revealed that its revenues for 2022, 2021 and 2020 were “$8,124 million, $8,434 million and $8,027 million, respectively.” (Id. ¶ 31.) As of December 31, 2019, Bausch Health had $33.8 billion of assets with long-term debt totaling $24.6 billion. (Id. ¶ 32.) Bausch Health also had an

6 Xifaxan is a tradename for rifaximin, a drug that treats irritable bowel syndrome, hepatic encephalopathy, and traveler’s diarrhea. (Am. Compl. ¶ 109.) earnings before interest, taxes, depreciation, and amortization (EBITDA) score of 7.5, indicating that it was at serious risk of default according to various financial agencies. (Id. ¶ 35.) However, contrary to those liabilities and risks of default, Chairman Papa stated on May 12, 2020 that Bausch Health has “paid down over $8 billion of debt since . . . 2016. [The Company] recognizes though, that [it] still ha[s] significant amount of debt, and [is] continuing to look to pay

down the debt. . . . So, for example, [the Company] divested about $3.8 billion of assets, the proceeds that [it] received to pay down debt as one example.” (Id. ¶ 38.) According to the Amended Complaint, Bausch Health conducted no major divestitures in 2018, 2019, or 2020 other than what the Amended Complaint calls the “B+L spinoff” in August 2020.7 (Id. ¶ 41.) 1. Defendants’ Attempts to Reduce Debts—the Spinoff The B+L spinoff is integral to this litigation. In August 2020, to reduce its debts, Bausch Health officially announced the B+L spinoff, which would last “roughly a year and a half” and would create two separate companies: an eye health company based on Bausch + Lomb, and a diversified pharmaceutical company. (Id. ¶¶ 43, 44.) When asked why the spinoff was announced now given that the “idea . . . had been floated in the past,” Chairman Papa explained that there

were legal issues the Company needed to get past and that those legal issues were now “behind” the Company. (Id. ¶ 45.) At this time, as a result of the spinoff and positivity surrounding the business, the Company’s stock price surged approximately 30 percent. (Id.

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