Saturday, February 22, 2025 3:50:51 PM
I disagree that the facility is the money maker. That simply doesn't make any business sense. It might be an hors d'oeuvre, but not the main course. The facility simply cannot add several multiples of the current worth of the company.
This is a generic company with generic multiples. We cannot forget that. That's the basis on which an acquirer will value it using actuals and forecasted projections, with current products and the pipeline, assets (incl facilities), etc.
Also, remember that the last valuation done was when the pipeline was basically a ton of branded drugs Elite was going to pump out at lightning speed. That path failed and led to a ton of dilution. Not an apples-to-apples comparison anymore.
When an acquirer buys a company there are advantages, synergies, dissynergies, pros and cons, some financial, some not. Just because an acquirer will benefit from a synergy (what attracts them to buy to begin with) does not mean that that translates to the benefit of the owners in the buyout price. That's part of the benefit and value to be gained by the buyer. If shareholders gained all of the buyer's value & creation, the whole deal wouldn't be worth pursuing.
That would be like you selling me land and then wanting the capture the rent revenue for the condos I am going to build.
Just trying to keep the expectations grounded. Lots of assumptions being thrown out this week that are pretty wild.
This is a generic company with generic multiples. We cannot forget that. That's the basis on which an acquirer will value it using actuals and forecasted projections, with current products and the pipeline, assets (incl facilities), etc.
Also, remember that the last valuation done was when the pipeline was basically a ton of branded drugs Elite was going to pump out at lightning speed. That path failed and led to a ton of dilution. Not an apples-to-apples comparison anymore.
When an acquirer buys a company there are advantages, synergies, dissynergies, pros and cons, some financial, some not. Just because an acquirer will benefit from a synergy (what attracts them to buy to begin with) does not mean that that translates to the benefit of the owners in the buyout price. That's part of the benefit and value to be gained by the buyer. If shareholders gained all of the buyer's value & creation, the whole deal wouldn't be worth pursuing.
That would be like you selling me land and then wanting the capture the rent revenue for the condos I am going to build.
Just trying to keep the expectations grounded. Lots of assumptions being thrown out this week that are pretty wild.
Recent ELTP News
- Form 8-K - Current report • Edgar (US Regulatory) • 04/02/2026 12:05:23 PM
- Elite Pharmaceuticals Announces Commercial Launch of Methadone Hydrochloride Tablets • Newsfile • 04/02/2026 12:00:00 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 02/17/2026 10:10:32 PM
- Elite Pharmaceuticals, Inc. Reports Financial Results for the Third Quarter of Fiscal Year 2026 (three months ended December 31, 2025) and Provides Conference Call Information • Newsfile • 02/17/2026 09:19:00 PM
- Form 10-Q - Quarterly report [Sections 13 or 15(d)] • Edgar (US Regulatory) • 02/17/2026 09:06:15 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 02/11/2026 09:35:26 PM
- Elite Pharmaceuticals, Inc. to Host Conference Call to Provide Corporate Update and Discuss Third Quarter 2026 Financial Results on February 18, 2026 • Newsfile • 02/11/2026 09:30:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 01/13/2026 09:35:20 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 11/14/2025 10:10:23 PM
- Elite Pharmaceuticals, Inc. Reports Financial Results for the Second Quarter of Fiscal Year 2026 Ended September 30, 2025 and Provides Conference Call Information • Newsfile • 11/14/2025 09:19:00 PM
- Form 10-Q - Quarterly report [Sections 13 or 15(d)] • Edgar (US Regulatory) • 11/14/2025 09:11:38 PM
- Form 8-K/A - Current report: [Amend] • Edgar (US Regulatory) • 11/12/2025 10:19:32 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 11/12/2025 12:15:37 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 11/10/2025 12:15:46 PM
- Elite Pharmaceuticals, Inc. to Host Conference Call to Provide Corporate Update and Discuss Second Quarter 2026 Financial Results on November 17, 2025 • Newsfile • 11/10/2025 12:00:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 08/26/2025 09:17:39 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 08/22/2025 01:39:01 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 08/14/2025 08:37:09 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 08/08/2025 08:35:45 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 07/25/2025 10:05:07 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 07/10/2025 08:17:22 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 07/08/2025 08:15:11 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 07/08/2025 02:58:10 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 06/30/2025 08:27:51 PM
- Form 10-K - Annual report [Section 13 and 15(d), not S-K Item 405] • Edgar (US Regulatory) • 06/30/2025 08:05:59 PM
