InvestorsHub Logo
Followers 20
Posts 1631
Boards Moderated 0
Alias Born 11/10/2010

Re: DewDiligence post# 575

Monday, 12/11/2017 12:31:33 PM

Monday, December 11, 2017 12:31:33 PM

Post# of 592
Dew how much of the 700 EV for Eagle would you ascribe to Bendeka?

Treanda generics hit the market in Nov 2019, so Eagle has approx 8 full quarters of 97% market share at roughly 40 million in Revenue per quarter.

I think its fair to say Bendeka is worth $400 million on the low side so that would leave $300 million to account Eagle's entire pipeline - Ryanodex, Pemetrexed, Falseodex.

If Lilly licenses Eagle's pemtrexed than Eagle is severely undervalued. I would model a partnership similar to that with TEVA, Pemetrexed generics won't hit until May 2022.

Volume:
Day Range:
Bid:
Ask:
Last Trade Time:
Total Trades:
  • 1D
  • 1M
  • 3M
  • 6M
  • 1Y
  • 5Y
Recent EGRX News