News: MYX Mayne Pharma Group Posts FY Loss From Ordinary Activities After Income Tax Attributable..., page-6

hi mate .... are you referring to the $229.3 M non-cash intangibles relating to the generic portfolio ? Its to add to the $99.2 M from FY 2020...EBITDA was 10% in real terms less which on a positive was with an estimated $18 M expenditure reduction....I think the $US will keep falling if reverse repos start to kick in which will impair only 5% in real terms, how ever this does not include additional sales Nexstellis will create...I think at current SP and outlook for real means earnings Mithra which is cashed up looking for external expansion dont have a product to my knowledge with a US market of anything like Nextellis...so MYX would be a cheaper option to purchase outright within the ever consolidating environment in Pharma.....if how ever the $US holds up, Pharma may very well become a good defensive with China about to kick the shit out of us with commodities going forward....I guess only time will tell.....Im back in if MYX SP falls further...more up side than downside from my reading thus far....
All the best to you......