Fred mentions that the co is in active discussions with Partners for a Global launch of Rytart (Numient). This product has been a Home Run that is flying right out of the park and still flying like in the Natural!! ;) This is a great proprietary drug and I give Fred full credit in moving Impax into a leadership role in the generic space!! Keep it moving Fred!
This is a great sign for the company as these scripps are growing nicely in the US. Should see a decent licensing deal in Europe with a big partner!
This could happen as early as next week. IPXL is a mid sized generic with growing prospects and earnings and little debt matched by cash. I heard it from a lawyer that is connected with a group in medicine. Doctors etc
Impax has been an authorized generic with multiple drugs for Astra Z and the thought of consolidating IPXL into the Sandoz opps could happen any day from what I heard..
Kyle Bass recently showed her bought a stake with his 13D and his other pick in this space ZSPH bought by Astra Z went up $22 to finish in the mid $85's on the buyout. I think the same reasoning is there for IPXL. Look for a $58-62 buyout soon by either Perrigo or Mylan. Teva is a product partner with IPXL so they could jump into the mix!
Iknow the tow have partnered on several drugs in the past and this would give Pfizer a strong foothold in the generic space as drugs fall off patent at a very reasonable price. Little debt and eqaul cash and growing earnings that will double from $1.3 this years and be $2.4 plus next. Just an obervation
Impax crossed the important hurdle of getting all of their operartions in Good GMPH standing with the FDA after a 3 year intensive investment and upgrade of systems at their Hayward mfg facility. They are now gaining traction from their Watson merger and Rytary a proprietary drug is doing excellent in the market. IPXL at $44 would be a great takeover candidate as they have little debt and equal cash. This c ombo would really widen Perrigo's entry into the generic space with an up and coming leader in the space, IPXL!
ibly. I think this one becomes a story stock launching in 2016!
JAcob Gottlieb's fund second largest holder with 5.4 million SHARES added since the summer. If the ruling goes against Amphastar, Teva and Allergan a $billion judgement doubles the market share instantly!
I still believe the Necuparinib potential is a true game changer in addition to Humira eventually getting launched along with twice a week Copaxone or Teva's latest version. It is coming soon!
Kyle Bass – Hayman Capital Management hedge fund 13F filing
Buys: Impax Laboratories Inc., CF Industries Holdings Inc., GW Pharmaceuticals plc, DBV Technologies S.A., ProNAi Therapeutics Inc., Eco-Stim Energy Solutions, Allergan Plc, Alcobra Ltd.
Adds: NMI Holdings, Endo International plc
Cuts: Mylan NV
Liquidates: PRGO, OAS, WLL, NFX, SM
I didn't see ZSPH holding because perhaps the activity (sale to Astra Zeneca just happened)
Franziam what about PRGO itself? They are partnered on a number of products, this immeidately bring Perrigo front and center. Launch of generic Oxycontin Q1 2016 and leading edge on Oxymorphone as an authorized partner to Endo.
Evertying is conjecture, that is what makes it investing. Like I said ZSPH popped $20 odd points when Astra Z bought them, not sure what is coming here but volume is truly predictive and shorts are falling off, the informed ones anyone as their % has dropped considerably in last few weeks
Of course all the generics are moving up today on the MYLAN news, something big is coming for IPXL though never this much volume
Mid sized Generic that will lauch Generic Oxycontin First Q of 2016 and has over 50 % of Oxymorphone sales in partnership with Endo. This is the real gem sitting out there. Worth $62.5 on buyouut due to bond covenants
Impax IPXL a mid sized generic touted by Billionaire Hedge fund player Kyle Bass a few weeks ago as a large long pick may be the real story for Myaln MYL. A real value like IMPAX Up $4 today NO news, Take over value $62.5 currently $42 , now Perrigo deal is dead they can make their move. There are bond convenants and structure built in that will push the value to $62.5 when it happens, worth every penny!
Impax IPXL a mid sized generic touted by Billionaire Hedge fund player Kyle Bass a few weeks ago as a large long pick may be the real story for Myaln MYL. A real value like IMPAX Up $4 today NO news, Take over value $62.5 currently $42 , now Perrigo deal is dead they can make their move. Could happen by next week!!
That was in the conferences, Koury's speaches etc., they wanted to be left alone as well!! And now they can buy who they really want and not incur so much debt!! That is the real story here!! It isn't that Perrigo isn't a good company, Mylan just doesn't wish to be bogged down in debt unecessarsily any LONGER PERIOD!! WAKE UP!!!
I get what you're saying about the rest, but Cobbob innapropriate?? It's a harmless countryboy name in reverse.
On a different note didn't realize there was a huge push to relaunch Adderal upon approval of ANDA from HAyward and another site. This in addition to Generic Oxycontin in first Q of 2016 will spike estimates for 2016. Then there is the timing of Renvela and its approval, that will be another huge win for the company.
Closely read the CC and it sounds like there is deep discussion to partner and ink a deal for Rytary in Europe?? This could be another cash cow up front and nice earner over seas for IPXL. Awaiting news for a whil. Bob
Comments, retorts, Shorts ;) The drug is proprietary and made from Pig pituitary gland cannot be easily made and not generically made for sure!! That is wht the cost is high and the reibursement is slow, but it is improving. I don't own the stock just observing with logic and amused.
This was a bit harsh but this guy is going to go scott free and it is disturbing