Great analysis Marsc, has been good reading some insightful opinions.
ACR has been one of those stocks that's made me question a lot of trades the past year. Even after good news, a 16% increase today and an increased interest on HC etc it's still trading around or less than net cash balance. Yep liquidate the company and we will profit!
The first dossier is looking at a sizeable $280m market value with an initial 11 extras to come. Remember generics kill branded drugs, just compare the market share we lost to generics and you should gauge our potential market share.
Our sizable cash balance, and negative enterprise market value there is potentially a crazy amount of upsides.
Pumped from today's announcement, bought more and holding. Good luck all, imo!
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