Speculating in Takeover Targets Message Board

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Strategies & Market Trends : Speculating in Takeover Targets

ULBI 6.750

-1.7%

Nov 7 9:30 AM EST

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To: richardred who wrote (677)	3/23/2005 1:21:07 PM
From: richardred	Read Replies (2) of 7243

It was heartening to see Mr. COURY and I are on the same page as far as consolidation in the industry. Some other thoughts. Generics are growing and expected to grow further. The cost of constructing a new plant to fill demand would not be worth the cost due to margin erosion thats going on now. Why not buy out a weak competitor and have in place an already approved FDA facility. Takeover speculation! by: rreding1 02/21/05 01:56 pm Msg: 10089 of 10205 >I can see on a BNT projected earnings basis the reason for the downgrade, but IMO this stock won't trade on technicals or fundamentals yet. I said this last year. From the consolidation that's been going on in generics. This might be the case now. If anybody hasn't noticed yet. Many generics have been under pressure for lack of new approvals and competition. One way to solve the problem is through consolidation. There are just to many competitors out there. I would love to see this stock trade on fundamentals, but that's a long ways away IMO. my caveat "listen to what everybody has to say, but do what you think is right yourself" finance.messages.yahoo.com

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