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Biotech / Medical : IVAX, Generic Giant
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To: harkenman who wrote (164)4/8/1997 12:44:00 AM
From: James Silverman   of 212
 
The list would be huge if I included all generics. You are right that MYL has been performing dreadfully. Its high time these bigger players (like IVX) start consolidating the industry. Too much repetitive r&d, too many plants etc. Either that or a major shakeout should take place-which probably already has.
The only generic firm kicking butt I can think of is our one and only Barr Labs. Teva has been doing well but I believe their US generic operations have been relatively flat which is better than almost everyone else.

Now if IVX can clean ship they would be in great shape to make some nice selective acquisitions. Their last-Zenith-worked out brilliantly.
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