Concordia Healthcare Corp. T.CXR.R

Why CXR will be sold at 12.9 X Ebitda= $86 US

[TheRock07]

... diverse product portfolio of 130 commercial drugs sold in over 100 countries 


.....robust development pipeline  of 60 new drug products ensuring organic growth for the next 3 years

...diminishing contribution by US sales

...,Massive expansion potential in ROW 

.....highest margins in the pharma sector

....nearly all drugs manufactured in India ensuring cheap drug costs

........accretive and complementary to any suitor

.....many of its drugs have few competitors

for comparison, Valeant has 9 drugs in its development pipeline and Gilead has 14.

Appolo Global and Blackstone are the two main bidders.

A leak is inevitable...at any time expect trading to be halted



 

[sunshine7]

As the short n distort campaign drags on, cxr becomes more compelling by the day.