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Lannett Company, Inc. Message Board

  • kpmgpartner54 kpmgpartner54 Jun 10, 2004 5:02 PM Flag

    dont forget the value


    They will get approval for a very difficult to replicate formulation that has greater shelf life and efficacy. This will be a generic that will be less expensive than Abbot product. It will grab a huge portion of the market leading to hundreds of millions of revenues for Lannet.The exclusivity revolves around the fact that because of the difficulty of putting this together the FDA has taken years to be on the verge of approving this formulation. Nobody will be able to replicate AND get approval any time soon because it is unstable and the government is concerned that any product meets or surpasses all specs. This will give us a lead in which we grab majority share for quite a long period. Perrigo knows this and is the reason why they have locked up Farber, and why Farber has negotiated additional consideration and insisited minority shareholders are taken care of. This stock could be worth 25 bucks per. Let perrigo monitor their option. Farber is probably relieved that he doesn't sell at a low ball price. Though I believe he did negotiate additional consideration that gave himself and minority shareholders a chunk of the blockbuster drug's upside. Now we can get growth investors back and blow through the artificial cap of Farber option and 17.84 arbitrary price.

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