OTCPK:ARLZQ - Post by User
Comment by
mjh9413on Oct 07, 2016 9:14am
75 Views
Post# 25321610
RE:RE:RE:RE:RE:RE:RE:Seeking alpha
RE:RE:RE:RE:RE:RE:RE:Seeking alphaIf long in ARZ that is a pretty cavalier attitude to the new drug purchase metrics, with a call to rely on Yosprala and think the buyer is smart enough. If one just takes the upfront purchse price and then takes gross to net margin 50% that is still a payback on net sales alone of at least 4 years out of the nine being mentioned. And you'll realise that is net margin, with lots of underlying expenses per unit sale still to be deucted from unit earnings. It is one thing to say it adds to EBITDA but the whole point of that ARZ is adding back the interest cost on the $175MM to earnings, which no one can tell me is NOT a cash cost.eom