Post by
TheRock07 on May 01, 2016 8:30pm
Organic Growth means Record Financials to 2019
We know 2016 will be a record year both top and bottom line and analysts have already scoped out another record year for 2017.
This will continue through 2019 due to organic growth from Concordia's current drug pipeline .
Over the next 3 years, Concordia will have 60 product launches, boosting its suite of commercial drugs to 190 drugs.
No other mid tier pharma can come close to this level of drug diversification and drug renewal .
Net earnings will grow much faster than top line sales.
Not only because of fixed costs but more so from interest reductions as growing cash flows pay off increasing chunks of its debt.
Neither Blackstone nor Apollo are looking at 2016.
Their vision is pentades if not decades .
Only the price remains uncertain .....but SA provides a convincing price range
Comment by
Shqipe on May 01, 2016 8:42pm
You're 100% correct. We mustn't let noise steer us away from our initial investment. These shorties are nasty but the truth will always be revealed with time. GL guys and do your own DD.
Comment by
Lesalpes29 on May 01, 2016 8:44pm
Very good post. I really think that the actual sp is not reflecting the real value and we are far away of the price for a buyout. We Will see it soon GLTA