Stockstoshort - what do you think ?
- For ANAC - Kerydin is the only comm prod. (kerydin is for onychomycosis . it seems inferior to novexatin if you trust novexatin phase 1/2a trials)
- ANAC pipeline has 2-3 products
and then you have TARO
- 200 difficult to make products
- 35 Complex ANDA in pipeline
- 1 NDA in pipeline
- Novexatin in phase 2 addressing $6b/year
- EU market potential & ROW market potential for future prods
- and $1b cash
- cash growing at $250-$300m/year
Here is the key difference:
ANAC management have STOCK incentives. They want HIGHER stock valuation and stock price. They go to investment conferences and present it to market participants including mutual funds
Here we know ?!
Mylan is awaiting Food and Drug Administration approval for its own generic version of glatiramer acetate. “We continue to remain very confident in our application for our generic version of Copaxone and look forward to bringing our product to market upon approval from the U.S. Food and Drug Administration,” Bresch said in a statement.
valuewalk has a good video today on independent dirs
if you remember i had asked people to look at kythera when it was trading at $35 per share 2 years ago. Now allergan paid $75 per share
Botox maker Allergan PLC agreed to buy Kythera Biopharmaceuticals Inc., which is preparing to launch an injection aimed at reducing so-called double chins, for about $2.1 billion in cash and stock.
Dublin-based Allergan AGN, -1.11% will pay $75 a share for Kythera, representing a 24% premium over Tuesday’s closing price.
Kythera KYTH, +22.78% is about to launch Kybella, its injection to banish the double chin. The treatment got approval from the U.S. Food and Drug Administration in April. Chief Executive Keith Leonard has said that Kybella will generate at least $500 million in domestic sales and eventually match that level in international sales.
take a look. very balanced. No hyberbole like carney does.
I have told my story here 100 times. I will tell you again. I bought shares in Aug 2012 around $12.5...Significant part of savings...after listening to more than dozen calls on what they had to say about Fusilev outlook and risk and reading filings..I sold in March 2013 when i could NOT trust a single word from the mgmt as they revised the fusilev guidance from growth to degrowth of 40% IN A AFTERMARKET 8K.
1. Now can you tell us what is your relationship with Raj, Company or Shiv ?
2. Why do you come here to defend Raj and "impressive" pipeline ?
3. Why do you post with 10 diff ids ?
be honest. Lets hear what you have to say.
Raj also said (in Dec 2012) fusilev sales will grow from its 2012 base.
Raj also said zevalin has $300m/year potential !
Raj also said folotyn could double sales in a few years if mucositis
Raj has been talking about a new apaziquone phase 3 trial since 2012
I personally don't believe in some of the things said about pipeline. I liked the seeking alpha article by a short which went in detail explaining the thesis.
I was a sucker. If you would allow me to say - You are a sucker. my apologies!
Who really cares about Share price other than me, you, moydegem and tomcom ?
Does Mr. Shanghvi really care about Share price ? If anything based on his prior intentions, he would want lower taro share price so he can fold our asset under SUN (where he is 50% shareholder).
If he really cares about Taro Share price he would conduct Shareholder Day and present it in atleast 3 investment conferences. How many times shareholders have asked them to present the great taro story in investment conferences? Its a shame it trades below 9 times ebitda when Mylan board has unequivocally stated the valuation multiples for niche generic pharma (20-25times ebitda).
In the case of AIG court ruled that AIG would have bankrupted and shareholders would have gotten nothing if GOvt did not save AIG. Court also ruled Govt's actions as illegal
Now in FNMA was the Aug 2012 amd needed ? could FNMA have survived without the aug 2012 amendment ?
could Fnma have gotten private capital at much cheaper cost to shareholders on aug 2012 ? did the govt or fnma try to go to market to find cheaper means of private capital ? All those things imply shareholders of FNMA have a good case to be patient. I think govt will get 80% warrants and remaining will go to shareholders.
So the key difference bw AIG greenberg case and FNMA is there was no crisis on AUg 2012 for FNMA to sign 3rd amendment. So damages for 3rd amendment will be awarded to SHAREHODLERS unlike AIG greenberg case
How much would you peg the sales opportunity in EU for taro's 200 products ? One would think it would be a substantial opportunity (although likely lower margin opportunity) ?
I also cannot understand why the ROW markets are not talked about for at least future taro products. Isnt this relevant at least for the FUTURE products. ROW markets = Mexico, Japan, Russia, India, Brazil, China, Australia, South Africa
it is a $7-$9 stock if Greenberg wins in AIG trial. similar implications
see the thread "tartiaboy.......
Caveman is responding to joesolomon:-)
Kerydin is the only comm prod. (kerydin is inferior to novexatin if you trust novexatin phase 1/2a trials)
ANAC pipeline has 2-3 products
and then you have TARO
200 difficult to make products
35 Complex ANDA in pipeline
1 NDA in pipeline
Novexatin in pipeline
and $1b cash
cash growing at $300m/year
I don't understand the markets anymore
Nomura also says "remained concerned about the sustainability of Taro’s long-term profitability."
I don't know how the analyst firm can make that statement unless they are privy to the answers to the below questions(which i think they are not). Here are my questions to Nomura ANALyst
Do you know the timeline of 35 Complex ANDA launches and their individual market size ?
Have you factored the potential price hikes in those new product launches ?
Have they factored the NDA launch ? Have they factored the Novexatin (addressing $6b market) launch in 2018 (if clinical results are succesfull) ? Novexatin in its previous trials has proven to be superior to standard of care.
Have they factored the EBITDA that $1b of cash if allocated properly will generate ($200m?) ? The $1b would likely be $1.3-$1.4b by end of the year ?
Have they factored the EU market potential of Taro's 200 products ?
What about ROW market potential for all the new 35 Complex ANDA launches ?
So are you saying you will lose your paycheck and hence cannot agree to the propose terms ? I will challenge you. I have nothing to lose. Yes I was suckered by Raj's baloney
Here is something to think about
I will stop posting here with immediate effect if you stop posting here all your pumping messages on melphalan, apaz. Deal ? One can easily tell by your choice of words, sentence patterns that it is you, even if you create a new id like apaz_hammer ?
Csat - sorry buddy. I know you dont belong to the joe tribe. my bad
Many here believe these ids are used by 1 person. They usually will come up with 1 rosy story or other
. 1st it was fusilev, then belinostat and now ce melphalan, spi2012 and apaz.
do not believe a single word written by these ids
and 10 other ids