RE:RE:RE:Nothing unusual ...longrun86 wrote: It was a soft quarter and 2022 revenue guidance was lower than analyst expectations.
I appreciate their conservatism in projections and my view is that there are a lot of opportunities for them to deploy capital over the next 12 to 24 months at higher rates of return than the funds they are ion today that are more meaningful to the business model.
My view is that the ROW platform should be 3x to 4x what it is today in the next 5 years based on deal flow execution (at the right price). Needless to say, I'll be sticking around to see that happen.
Yes - well said ...
ROW drugs will add - from small/big pharma
Branded Generics will provide opportunity.
Bolt-on acquisitions - can play a role - and - with boots on the ground ... could come from anywhere in Latin America.
Bolt-on acquisitions from other new ROW geographies outside North/South America.
For now - I still think we have lots in the hopper (early days) ... even EXELON and promotions in key geographies have a long way to run.