News Focus
News Focus
Followers 37
Posts 15153
Boards Moderated 0
Alias Born 08/29/2012

Re: jour_trader post# 438899

Saturday, 11/22/2025 11:58:17 PM

Saturday, November 22, 2025 11:58:17 PM

Post# of 444931
Any reason for your post not including Generic OxyContin which is coming next year?

Acquisition price will depend on how far out they go to determine the terminal value. Is it 3 years, is it 5 years? We simply don't know. Even 3 years out, I'd expect Eliquis to be a huge money maker for the first year and then will taper off and still be a solid addition to our portfolio. Using estimated revenues in 2028 and DCF back to today, Vyvanse holds tremendous opportunity - no doubt about it.
The big question is how much more is it discounted since we don't have an ANDA filed or approved?
10% of a $2.7B drug (assume after stabilization) is $270M top line annually after launch ramp up. Back of the envelope, take 30% as flow through and throw on a conservative EBITDA multiple. Now discount back a few years. Even just one year of no quota hurdle would be sweet to see executed.


MAKE ELITE GREAT AGAIN!

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