MNK has outperformed the NAS for the past month and it will likely go higher on multiple catalysts, imho:
any/all of these could happen...just sit back and enjoy.
1) bofa investment conference this week in Vegas w/ big fund mgrs
2) possible add'l acquisitions that will be add to earnings
3) wall st estimates getting updated for QCOR deal
4) a larger pharma company pursuing the combined MNK/QCOR newco.
5) MNK joins SP500 as a large cap stock
6) large cap funds buy to keep up w/ its outperformance
7) PE multiple expansion toward 20x, or $140+ based on $7/sh eps.
i liked what I heard in the fireside chat. Reminded of a Q in that they meant what they said. there was no no double speak - old school belief in building through savvy moves and hard work, be honest. Buffett always says a key component is good management, and MNK clearly has that.
and a shout out to Mark Trudeau - excellent confidence in your voice when you said that MNK is a predator, but the company team will listen to any super offers for the company if one comes along. that confidence was real - it is clear you believe in what you are doing and like your path forward in MNK