Estimates are down a little bit but that may be because some analysts lowered it or considered legal expenses plus drug development expenses.
As long as revenue is growing, that is a good news and the money that goes into development is an investment for future.
In past 3 years, ACOR has put $277m or $6.4 per share in its R&D. It has 3 products in phase III. These are investments that are not visible to many.
After all, ACOR has very small market cap compare to many in the sector. Its cash flow is high enough to provide money for its R&D.
New acquisition will add an approved money making product (double digit loyalty) plus another product in phase III with a high potential.
It is cash flow positive, more cash than debt. Right combination for acquisition or growth to be a mid cap.
Although I like DEPO but it still connected to other stocks that do minimum R&D. At least, DEPO is not marked with price gouging.
That said about DEPO, I start to move more money to ACOR that is putting 40% of its revenue in R&D but still positive income. ACOR revenue and growth is the same as DEPO at this point but ACOR debt is very low and it has more cash than debt. After all, it has 3 products in phase 3 which it will file for approval in Q1 2017.