ANDRX-Reaffirm Outperform Recommendation-Gruntal Research Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : ANDRX-Reaffirm Outperform Recommendation-Gruntal Research

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: James Silverman who wrote (13)	11/14/1996 4:29:00 PM
From: PAUL ROBERT ST. ONGE	of 23

It appears to be that Andrx will share at least half the royalties, and I would expect a continued relationship with Sepracor. Yes, the Gatt ruling has clouded the drug horizon for many companies, including Sepracor & Andrx. I have to do further research on the deal in order to advise, my opinion on the situation. The anlaysis is obviously focused on the European market, as for a favorable summary judgement It appears to be roughly a year off, but could still be quite favorable. I would expect to hear of other brand-name drugs to be using Andrx delivery technolgy in early 97. Watch for details. Andrx has a good core technolgy that can be applied to many drugs. Notice the other alliances Andrx has establised including Mylan, both Andrx and Mylan were recent picks in the industry to do very well in 1997. One firm suggest's Andrx will "strike oil" mid-1997. Based on the information that is available, it is almost certain that at least one of the many projects will benefit from approval in 1997. It will certainly catapult the likely success of the company and its future.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next