Category Archives: Takeover Analyst

Billionaire Phillip Frost is an esteemed entrepreneur and philanthropist who built his fortune from pharmaceuticals. His success in the field, in my view, is unrivaled; his story, a classic. Fortunately for investors, Frost is still active in healthcare companies. He currently chairs PROLOR Biotech, an emerging biopharmaceutical firm that is trading significantly below intrinsic value with favorable risk/reward, as evidenced by comparable past buyout multiples.

PROLOR is engaged in the biosimilars and biobetters space, developing new forms of perviously approved biologic therapeutics. Since products are not coming from scratch, valuing a business like PROLOR is much less speculative than it is for other biotech companies. At the same time, the firm's products have relatively minimal time to commercialization, since clinical trials use short-term biological parameter readouts and are not dependent on primary endpoints from outcome measures. Continue reading “PROLOR Biotech: A Top Takeover Candidate” »