dr reddys could net $60m, page-27

No I dont otherwise I would have posted it here, Ive got no problem doing that if its available. I've got the latest report but I obvoiusly cant give it to you.

I did hold ACL but I sold them about two months ago. There were two reasons for this:
1. I bought in very low
2. at around $0.38 (and an FX rate at that time approaching $0.80) I didnt see much more upside in the medium term. I posted some analysis a while ago, and what I said there hasnt changed, but a small detail that subsequently did change is the ANDA approval. I originally thought it would be this year. But its become obvious that its not. Amro flagged this risk in an early '08 ACL report, and to be honest they really had their eye on the ball. They would have known about the delays at the FDA from other IND or ANDA submissions from other co. they cover globally.

Most analysts are forcasting approval in Q1/Q2 2010 now.