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Biotech / Medical : IVAX, Generic Giant
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To: harkenman who wrote (179)4/21/1997 9:54:00 AM
From: Doug   of 212
 
Hi Harkenman: The problem with many Companies such as Generics & Software is tied up with Sales. Many of their Sales are to Resellers with the provision of a buy back clause. The Bonuses of Salesmen are tied to annual Sales generally unlinked to any buy back that the Company has to accept at a later date. The Sales in such situations are extremely inflated till the buy back starts. When this occurs, its effect is observed in the first 1/4 of the physical year. In addition, when their patents expire, The big Pharmas using their existing machinery, run a parallel generic line at almost no cost. Because of this competition is severe and ruthless. IVX has/is developing a series of new products on its own. In addition I beleive its Overseas segments should do much better only because the markets there are captive at this stage.
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