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Biotech / Medical : LCI - Lannett Company, Inc. -- Ignore unavailable to you. Want to Upgrade?

To: richardred who wrote (21)	1/11/2007 12:37:41 PM
From: Tom Caruthers	Read Replies (1) \| Respond to of 81

Well it's good news at least. Mobic is a pretty popular drug. Better than the million ANDAs they've been filing for obscure compounds selling small numbers.

To: richardred who wrote (21)	1/18/2007 1:23:46 PM
From: richardred	Read Replies (1) \| Respond to of 81

LCI/Caraco ? (Not rated) 18-Jan-07 11:54 am snip>TWST: Deb, what are your thoughts on M&A activity in this space? Dr. Knobelman: In generics, there is definitely going to be continued M&A. I would even argue that perhaps some of the smaller companies will end up merging with each other. We have seen a lot of big companies do their acquisitions in the past year - Teva with IVAX, Watson with Andrx, and Barr with PLIVA. So I don't know that those big companies are again going to be the acquirers. Generic pharma is a very fragmented industry, whether you are looking into India or private companies in the US. Therefore, I would suspect that maybe some of the smaller companies would merge to create bigger entities because, as Robert was saying, there is definitely an advantage to size. You can be a small generic company for a while, but ultimately size can make a difference. So I would see it from that perspective. Then on the branded side, the classic strategy is really growth by acquisition. So you would imagine that there are going to be continued acquisitions within the industry. Like we said before though, the likelihood of Big Pharma coming in and sweeping out specialty pharma is probably not the most likely scenario. biz.yahoo.com