Mylan Laboratories, Inc. (MYL)

slee99 (< 20) Submitted: 6/29/08 12:41 AM : Start Price: $12.15 MYL Score: -9.75

Recent large acquisition has saddled them w/large debt and has not achieved synergies and efficiencies yet. Was necessary to achieve size to compete globally and benefits of the merger should become evident in the coming year. Their technical expertise in formulation is their "wide moat." They're in an great sector with many blockbuster drugs coming off patent in next several years, and many countries looking to increase utilization of generic drugs. Downside is their debt burden, but if they're not hit with a major problem in the next year or so, they have a good chance of doubling in 3yrs.

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