beazer, what do you think of the numbers? >> we no longer cover beazer.ective, these companies struggle with -- they are a little slow to recover because of tough balance sheets, and so you see evidence that, you know, you bout land late, et cetera, and that becomes difficult, levered, post to the turn. >> thanks for coming in. >> thanks for having me, thanks. >>> conference call with valeant going on now, and we have the details. >>> i'm back. valeantle th this morning, talk about the transition from the specialty pharmacy saying in the next the 0 days, they plan to have an alternative distribution channel for the products, and say there's an impact on the dermatology business in the fourth quarter because it flowed through, and they will pursue other specialty pharmacies and another innovative model to differentiate themselves from their competitors, but they are going to see an impact in the fourth quarter in dermatology and to a lesser extent neurology giving significant discounts to hospitals on the two drugs which is the cleveland clinics say impact