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JRoon71

07/21/23 9:45 AM

#412741 RE: IgnoranceIsBliss #412740

That's fine. I just have to disagree. I think $5/share is silly talk. They could sell it tomorrow for $5 if that's what they wanted.

The truth is, none of us know, and we have no idea what's going on behind the wall.

bidmark

07/21/23 12:14 PM

#412767 RE: IgnoranceIsBliss #412740

Examples?

IgnoranceIsBliss

07/21/23 12:24 PM

#412769 RE: IgnoranceIsBliss #412740

That's the problem -- this situation is close to unique -- so everyone is using examples that are more normal.

Do YOU have any examples of a company with a single drug with an eroding exclusivity/patent profile and generic competition in the US, with no pipeline?

If not, you go to math -- it's the discounted PV of after-tax income. $1bn of sales for call it 10 years, after tax, and discounted at the cost of equity with a buffer for uncertainty? That's clearly between $1bn and $2bn.