RE:NPH is in an unusual situation for Well said... other canadian medical marketing stocks all have a completely different focus including:
Biosyent
GUD
Cypher
Tribute (own this also)
PDP
Merus
Concordia
Valient
So NPH is similar to the above companies in that is is also a marketer but it is the only one focused on totally on Generics (and currently traditional non-bio pill type) and the generic market size (nph is going after) is probably 1/3 as big as the brand market the other 8 above are fighting over). Even with some execution risk inherant (as all companies have) this opportunity stands out ...IMO.. Love the generics sector also..I think of it like food is to feed kids and generics are to feed adults... IMO if nph executes their business plan, this will be in every mutual fund in canada...
Well said,
naimarantz wrote: a Vulture exchange stock. There are no similar stocks going into the generic market in Canada to compare with so you have to look at the established companies and take it from there. It seems the mentality of the Vulture does not understand this stock and are treating it like the other carrion but that will end one day. It takes some DD to appreciate what this company is doing, to understand that the CEO has successfully done this before and what the potential cash flow is. Also some consideration should also be given to the secured DEL license to import patented prescription market as RX does. If you have no clue where this is could go then check out RX to help understand the potential of the DEL license. NPH has ordered 30 drugs so far and are carrying out their plan. Cash flow should start in the 2nd quarter. The CEO has done this before and he is doing it again.