The new CEO at MSFT get's it and get's IT DONE! I own NO shares of either just an outside observation!
When I listened to the AT&T exec yesterday I have the strong sense this could happen immediately.
After the horrendous sell-off slightly after AT&T spokesman declared they are seeking to develop an Online service like what Netflix has in place. The logic is to combine with their drirect cable assets.
I believe on a buyout basis at the enterpise value of Outerwall subtracting the debt that a mid $60 bid will make this a reality! Good luck longs changes are a happening!!
Short interest was down to 7.5 mill and it appears more happened since down to 11.5% since the total number. Point is they are getting out of the short mode on this one
I see Impax as a golden nugget to be added to a Big soon. There is tremendous growth being developed for the company with new approvals, Generic Oxy and Renvela topped with Adderal. The company has experience with manufacturing all 3! Rytary is partnerbound and worth a lot on its own!
Also the shorts are exiting in masses. Something positive is coming or expected!
Impax is one of Kyle's top 4 picks with a bit more than 600,000 shares. This guy doesn't seem to miss as was witnessed by his ZSPH pick that was bought out by Astra Z at over $25 higher than where he bought it.
I see a nice gain setting up for Impax fueled by new approvals and being the most valued mid cap generic that has to be in the cross hairs of the bigs like MYL and PRGO
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