RE:Goldman Sach's analyst I think that's part of the confusion. Is it a value stock or is it a growth stock? I maintain it's a growth stock masquerading as a value stock.
Once it gets there, it throws the value investors for a loop.
Let's put it this way,
- Lemvima was approved in Ecuador - liver/kidney and thyroid cancer
- Ibstrella to launch in Canada for Irritable Bowl in early 2021
- Cresemba is launching in Brazil
- Probuphine has reimbursement in most of Canada now but not 100% yet.
- might add a site or two to Canada for the TULSA-Pro this year and may grow the business over the next two years.
- By 2025 (if you live that long) we're rolling out Antibe's first drug in 5 countries.
- in addition, imagine just one drug negotiated for all 11 geographies each year for the next 5 years.
IMO ... not a value stock, it becomes a full blown growth stock.
It's just a matter of time ... but ... not many people understand the value of waiting for it. They will ... if they follow it long enough.