RE:RE:RE:TRX vs. CPHWell, depends what value you put on:
-approx 70M combined revenue, some of it royalty based.
-Yosprala nearing FDA approval with estimated 450M peak sales.
-Large product pipe, including Yosprala and Bezalip SR
-Tax domicile in Ireland @12.5% tax rate (instead of 40% in the US)
-Large (and growing) pain and cardio drug portfolio.
-Expert management teams (seemingly) specialized in business development.
-Steady revenues through royalties.
-Profitable balance sheet
-Serious takeout potential for a company in the 1-1.5 Billion range also looking to move tax domiciles from the US to Ireland.
-350M in financing.
Right now, for all that, Pozen has about a 340M valuation. By comparison, Knight Therapeutics, which consists of nothing but a fat bank account (400M?) and zero revenue has a market cap of about 650M so .....