TDA, I like the analysis. To my mind the only question is around...

TDA, I like the analysis. To my mind the only question is around the ability to capture 40% SOM at a discount of only 10% to the branded product. You also have to look at the longevity of being the sole generic in the mix to determine a multiple so I would err on the lower end.

That being said there is currently no value being ascribed to HyCamp or any or its other versions.

I have been long the stock over many years now and continue to hold. I was even lucky enough to purchase some at around the 11 cents range (not enough!)

Here's hoping for a positive FDA verdict and a significant rerating.


(This is not intended as financial advice, always seek independent qualified financial advice before making any investment decisions)