IPXL - Long Term Prospects
You need to give the company a little time. There is a lot on the horizon, and the Company has demonstrated competency.
1. Considerable cash balance.
2. W/o Cash, trades at 8X earnings
3. Management looking at an accretive acquisition. I'd expect $100M to $150M of EBITDA.
4. Expect Adderall XR Sales increases
5. Company is the first to file on Concerta. JNJ's patent was invalidated.
6. Detrol LA - settlement is likely.
7. IPX066 - considerable earnings potential down the road.
8. Manufacturing in Taiwan - costs driven down/tax savings.
8. Pipeline - Doryx 150 mg, Renvela, Effexor XR, Solodyn, Renagel, Amrix, Trilipix, Welchol, Fenoglide, Oracea, Tricor, Cymbalta
Stayed tuned throughout 2011. A LOT on the Horizon.