With 15 weeks left in the year and 12 deals that is nearly one a week. To be 3 months away from the end of the year he must be very confident to make that call.
I wonder how many deals are contingent on sanofi signing up? Or is he just expecting that now the first cab is off the rank that the rest will be jostling for position, seeing as they believe this will protect their drug which already has generic competition.
Also based on the margins quoted once sanofi deal is fully ramped up we have around $100m annual revenue with $40m profit just from this one deal. With 400m units by end 2014 as quoted that's $300m revenue and $120m profit. Do your own math on where the SP will be sitting by that time.
UNS Price at posting:
58.5¢ Sentiment: LT Buy Disclosure: Held
