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Dante Fantasia

07/29/16 12:07 PM

#218827 RE: no2koolaid #218821

Agree fully, N2K. I've always maintained TEVA was potentially the best fit since I've been in this stock (and have said so many times), and still feel the same. The main reason (to add to your rationale) is that of all companies, their specialization/niche is in generics and thus allow for them not only to reap the benefits of the ADF line, but of all the BP's are perhaps best suited to capitalize on the value of ELTP's other generic pipeline. IMO, for many companies interested in our ADF tech, the generics on the side may hold little interest, and in some ways less desirable (an extra expense) to mess with...that is, for some, the generics are more of a liability they don't want to fool with, rather than an asset to exploit. TEVA is very well positioned to take such generics and run...that is their specialty.

In reality, any of those BP's mentioned in your post can do a buy-out...but IMO, the best fit for capitalizing on ELTP's pipeline is TEVA and their almost exclusive focus on generics. They would get the value added from the generic line, happily, IMO.

Maz