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HGiLS

11/22/25 8:06 PM

#438897 RE: Mozy429 #438893

You are saying two opposite things. Nasrat is happy with the valuation then you continue with 1.25 to 1.5 per share.

Reminder: valuation of the company 12 years or 11 years ago was $1.4 to $2.4 or close to that. Revenues were 6 mil per year. Share count 300 million share (all from memory).

The company had almost no realistic pipeline. We rented one facility. We had no sales force. No distribution. Just manufacturing and R&D.

Nasrat on the last call reiterated M&a is the way to go. I truly believe it will be above $2.
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jour_trader

11/22/25 8:17 PM

#438899 RE: Mozy429 #438893

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. 
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snupoled

11/23/25 8:55 AM

#438918 RE: Mozy429 #438893

Mozy,
Classy! I understand, thankyou!
Yes, he said it and it is not in our best interest
For him to let elite go in this way
Ill cease and see how this plays out because I still have shares.
Best to u!
Snup