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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: E_K_S who wrote (57297)5/18/2016 7:06:21 AM
From: Spekulatius  Respond to of 78666
 
Re PAHC - I think their Mecadox antibiotic will be permanently pulled, it's use is ready forbidden almost anywhere else in the world - I think the FDA is just slow at the trigger, but it seems like their are catching up.

I would assume zero future revenues from this product in my investment thesis. That said, this is a nice business. I have not done my homework, but I think I will acquire some shares, as the valuation seem to be at least OK right now.