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Replies to #38568 on Biotech Values
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DewDiligence

12/04/06 12:08 PM

#38570 RE: gfp927z #38568

>In the generic area, just wondering if you expect consolidation to continue…<

Absolutely. I will prepare a chart to show why.

>…and if so, who might be next to be acquired?<

Anything that moves!
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DewDiligence

12/04/06 12:53 PM

#38578 RE: gfp927z #38568

More Consolidation Is Inevitable in Generics
In the U.S. generic market, there are still many
companies with a tiny market share.



Note: Pliva and Andrx are circled because they were acquired (by Barr and Watson, respectively) since this chart was prepared a few months ago.
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genisi

12/04/06 2:30 PM

#38595 RE: gfp927z #38568

FWIW, Some analysts here in Israel like TARO under 10$ and bet it will be bought soon.