Mylan MYL came down in latest sell-off near 52 week lows however its portfolio is expanding rapidly with 2 small buys they landed for a great deal! The wild card is their entry into Biosims which Amgen is rapidly expanding internally to fight off patent expirations. Mylan will bring Amgen front and center and capture the Lion's share of the errupting BIOSIM market!! MYL could easily fetch $75-80/share buout and this would stabilize and give terrific long term growth to AMGEN as they lead the PACK in the Biotech/BIOSIM future!!
I am a cautious investor but I have to give credit where it is due! The execs of Mylan avoided paying too much for Perrigo to simply stay out of Teva's hands. While the drama unfolded Mylan went back to Meda AB that since bought Rotto Pharm of Italy and dramatically increased scale of their opperations. Rotto Pharm has been makiing deals since the 60's. I thnk Mylan execs played their hand propperly. Now I wouldn't be surprised to see Pfizer or Sanofi, Novartis (Sandoz) make their play for Mylan now. Interesting movement in the world of generics and BIOSIMS!! Mylan at $85/share would make sense for a big Pharma now!!
Moody's: Acceleration Of Fda Approvals Is Both Blessing And Curse For Generic Drugmakers(Dow Jones) This is just the start, watch what happens in this space!
Renaissance's Leading Topicals-Focused Specialty and Generics Business is a done deal, and Meda has more than most know to offer that made it a briliant buy vs Perrigo! Maybe luck or maybe planned, either way Mylan is emerging as the smart player in those rounds with Meda instead of Perrigo
That is the real story and makes perfect logical sense for both parties to gain scale and synergies to take on Teva. Mylan invested heavily for their Biosim program and it will yield BIG time especially after congress is making it a point to get these generics (biosims) and are others to market more quickly. That is why PFE and a few others may be involved in the long run!! It's going higher I am telling you, the REAL story!!
Sanofi to shore up their Epi Pen multi billion product, Sandoz in need of large scale and last but not least Pfizer intrested in Biosim platform and a generic powerhouse that gives Pfizer the vehicle to split the company up finally!! Potenital is there for $85/90 share with ease!!
There have been a lot of stories swirling and this one makes very practical/logical sense!! After Teva closes the former Watson- Allergan's generic behemouth, race is one for Mylan. They have leapfrogged in their generic base and Biosim platform that is attractive to- Pfizer, Sanofi and probable Novartis! An $85-90 a share take out would be an easy instantly profitable move for any one of the 3 contenders. Sandoz about to own the EU if MYL gets consumated!! It's about to get HOT and interesting!! Good luck, I am in all the way now!!
A conversation between the co's Heads lead to end of day ramp of the shares of Mylan. Something huge is coming, the word is Pfizer is seeking them out as a Biosim stronghold
Whispers of Pfizer are getting louder, a $85-90 bid is on its way! load up, this time it's real! Early Christmas
Not sure who they buyer will be could be anyone now that Rytary is performing so well!
Board size just approved with 2 less, ready for a sale, I think MNK should step up and do it!!
I am in and holding!!
IPXL is the best mid size generic company available with strong prospects that include recent Adderal XR approval and Generic Oxycontin to be approved once and for all. With the huge pull back in the sector this one is the most valuable with a Proprietary Arm of Rytary for Parkinsons and Zomig for Headaches. Rytary is a 88% margin earner and sales are estimated to reach $350-400 mil US and they recently recieved approval in Europe!!
Approvals like adderal xr and rytary parkinsons drug starting to sell nicely about to hit the european market, 10 years of rytary at 88% margin for long acting parkinsons drug, someone will snap up ipxl, mnk should do it now for $3.5 billion small purchase huge returns including bolstering pipeline
Check it out, every knew things were slowing but this is beyond punishment and the fund managers are getting easy pickings here! ENDP going to pop $5 to $20 and hold there
Will happen fast so check it out!
The shares were depressed in the $20's and everyone knew it. now it is ready to climb and is starting to roll!
Time to buy for a quick pop!
It will happen quickly, looking for a 5 point pop to par $20/Share ENDP
IPXL is knocking the cover off the ball and is the best available generic to be had by a big! They are throwing off $80 mil per quarter in free cash flow and Rytary sales just starting to ramp 88% margins with a potential yearly revenue target of $350-400 mil in the US. They have recently been approved in Europe for Rytary to treat Parkinsons and will hold 10 years of shelf exclusivity.. Huge pipline, Adderal XR recently approved and launched and Renvella coming soon with Generic Oxycontin. Revenus to explode well north of $1 billion, awesome value play for a big, perhaps Allergan??