Make money doing the work you believe in

This company in the US has a single drug doing $868m in annual revenue, throwing off $348m in operating cash flow, and sitting on $882m in cash. The market cap is $1.67bn. Generics don’t hit until 2030 and management has a plan. The market is pricing it like it goes to zero straight after. That gap is the entire setup.

A Special-Situation With Downside Protection
Apr 25
at
10:50 AM
Relevant people

Log in or sign up

Join the most interesting and insightful discussions.