I have to agree on this point. Doryx, Metrics (MCS), Libertas, Teva portfolio & Fabior/Sorilux (so far), have all been home runs.
MYX bought the Teva portfolio for 'under 6times' EBITDA, which we were told a few weeks ago, is still on target to deliver this amount. Teva bought a much larger portion of drugs from Allergan for 17 times earnings (yes, almost 3 times the EBITDA multiple MYX paid to Teva... AND they've identified opportunities to increase margins).
I'm not familiar enough with the drugs to know if they're of higher quality, but 17 times EBITDA is absurd.
I'm guessing the oversight from directors with large holdings (Roger Corbett, Bruce Mathieson) would definitely play a part.
(Slow morning for me, hence the multiple posts)
Fundamentals Are Strong, page-2
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