RE:RE:RE:RE:RE:RE:RE:Repurchases so far from NCIBMrMugsy wrote: Snowballgrowth wrote: MrMugsy wrote: Eoj123 wrote: I'm sure glad I sold this about a half a dozen years ago shorly after they sold their priority review voucher and just after their run to $10. It's been a dog since
Well done EOJ.
You don't hold these shares unless you're doing it the way you did it with Paladin.
Only a handful of investors here - accumulating for the long-term.
What did I say ... ~60 investors (give or take) holding 70% of the company.
Tough to say how many own the remaining 30% - but let's call about half of them transient.
And ... the biggest moves that really rock the price won't happen for a while.
You either prepare for it - you wait to join later - or you simply just ignore this one and focus on other things. Obviously, most of the investing world will just ignore this one.
This will only have a cult following until it doesn't anymore.
When is that ?
Wouldn't even try to guess.
Not much new info since last Q results. What do you watch until next Q ?
Do we have clues about Exelon sales once they did the transition with Novartis ?
GUD expertise is to market unpromoted products. Should ne interesting to see if they get sales growth with the larger pipeline
Novarits/Exelon is interesting ... wondering if it could lead to additional drug partnerships with Novartis in the future - if GUD can do better in those regions than Novartis can. Would GUD make a good partner with Novartis in ROW? Tough to say, just watching to see what might happen next.
Does Exelon have additional indications for the future? Waiting to see where they take additional indications. Stablize Exelon sales in all regions first.
Trying to follow ENDO's struggles to avoid opioid litigation and where Paladin assets might fall out of this.
Nothing is clear here at the moment.
Also wondering if M8 Pharma assets are getting cheaper - think we own 5% but maybe we'd like more. I'm sure they aren't the only game in town. What else is Knight looking at in Latam ?
Shelf Prospectus is going to run out - will they re-issue ? Somewhere in January (I think). I believe this one is tied closer to ATE and less towards other opportunties but I don't know. 2023 is a very important year for ATE (3rd and final P2 study) and with GUD owning about 6% of future sales ... wondering how a jump in ATE share price could affect GUD shares. Maybe - maybe not. On successful P2 for OTENA-acute, will GUD make a play for it in LATAM ?
Branded Generics - two drugs potentially to launch in 2023 ? One for Argentina and one for Columbia?
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Yeah some potential update there but short term I don't see any significant catalyst. I guess we will have to wait next Q results to get more info.
Growth and EBITDA are keys here.