I didn't really want to do this, but here it goes
Generic pharma acquisitions often apply 3-7x revenue multiples for stable growers, potentially higher (5-10x forward revenue) for ELTP given 50%+ historical growth, pipeline and interested buyers.
Analyst models using Nasrat-provided insights (e.g., IQVIA data, WAC adjustments, 10% Lisdex penetration) project forward revenue of $200-250 million, supporting acquisition multiples that could value the company at 4-8x.
A fair market price per share (PPS) in an acquisition, factoring Nasrat's growth comments and conservative 4-6x forward revenue on ~$220 million, yields $0.95-$1.40 per share ($1.0-1.5 billion enterprise value, plus modest control premium).
New U.S. tariffs up to 100% on imported drugs, announced under President Trump, pressure foreign pharma firms but position domestic manufacturers like Elite favorably due to its U.S.-based facilities.
Nasrat noted API imports remain exempt so far, with no direct cost impact, though future adjustments could raise industry pricing.
Tariffs create a strategic moat for ELTP's domestic production, potentially sparking bidding wars from foreign buyers (e.g., Teva, Dr. Reddy's) to bypass duties and access U.S. quotas/markets.
Investor analyses project this could inflate revenue multiples from 4-6x to 5-10x forward revenue, adding $0.50-$1+ per share value amid $200M+ revenue trajectory
Nice to know that I don't have to look at replies from people I have on ignore. (36 and counting) 😊
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