here goes not knowing if you are a company man or not - that's...

here goes not knowing if you are a company man or not - that's probably because its exactly that "potential value" - and I think you have made the discussion more difficult by prefacing it by the word REAL. what variables go into determining "REAL potential value", what will eventually be the "real" timing of the release of these products and how will other generic brands react in respect of further product development/pricing/what will the market be like for these generics in years to come when the company hopes to have some out there etc? - all theoretical IMO and unanswerable for quite some time IMO. you won't get many agreeing on this i can assure you and as you say "management directions or lack thereof" will dramatically impact on that potential. anyhow will not be responding further to this line due to the many variables that impact on what one sees to be "REAL potential value" this early in the proceedings.

you need to look at what you consider to be the variables in determining REAL potential value and apply to the case in point. all IMO so DYOR and form your own opinion.