RE:RE:Goldman Sach's analyst MrMugsy wrote: 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.
again the key is the numbers. If they growth at + 15 % / year we could say they can growth rapidly and merit a growth premium. Investors want to see the numbers