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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (55758)7/28/2015 9:28:24 PM
From: Graham Osborn   of 78744
 
Hi Paul, it looks like their top 5 assets by sales are off patent. They have quite a few smaller ones I'd have to look up but I am assuming for the moment the case is similar for these. Being primarily a generics company is a very different game than specialty pharma, you have to be contract and price-driven and suitably diversified and proactive on litigation. And even then you're playing constant defense trying to buy new assets as your old ones come off patent just to keep sales flat. That's why Allergan is selling off their entire generic business to Teva, because they've been battling each other in court for years and it's easier for Allergan to just take the cash and let Teva hike prices sans the competition. GSK has only a handful of generic assets plus their stake in the HIV franchise and the respiratory division. Seems like more of an asset play, and I've never been a good hand at valuing intangibles :) With everything for sale these days, who knows, it might work out in short order.
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