Report
Markus Schmitt

Cheplapharm Arzneimittel : Product economics and model update

The purpose of this update is two-parted: 1/ we would like to illustrate the economics of a Cheplapharm product acquisition, with some hints what metrics should be met in order to limit financial harm later on in the case of a material forecasting error, and 2/ share our model on the group post the recent acquisitions and primary transaction, which is subject to high free cash flow generation in the next years (ex-acquisitions), which will (partly) be used to acquire new products...
Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Markus Schmitt

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