MYX 3.29% $4.40 mayne pharma group limited

Ann: MYX signs license agreement for women's health products, page-115

  1. 161 Posts.
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    - Teva deal vs TMD: generics vs patented. huge difference.
    - Mitra deal vs TMD: both patented but Mayne did heavy lifting for launch which is still trying to find its foot in the market. TMD products well established with ~$80m rev stream and fair life left on patent.

    That's how I see huge difference in past failed acquisitions/licensing vs TMD licensing. Furthermore, consider when these products come off patent, Mayne will have upper hand in introducing its own generic version with all those HCP and relationships established over next couple of years. the exit point looks quite good and fits well with Maynes business model
 
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