Teligent: 100% Upside Based On Revised SOTP With Several Near-Term Catalysts

1035 Capital recently wrote an article on TLGT highlighting the underappreciated value of this turnaround generic manufacturer. As we predicted, there has been significant volatility in the share price. Since publication on Aug 8th, the price spiked up to ~$1.10 and has recently slid all the way back to the $0.60 range. In our previous article, 1035 Capital provided background information on TLGT and we argued the company is worth $2-2.75/share. Recent announcements within the past month have provided us a better understanding of the value of the company’s assets and based on this new information, we believe the sum of TLGT’s…
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Teligent: Micro-Cap Specialty Generic

Teligent (NASDAQ: TLGT) currently produces over 70 topical and injectable products across the US and Canada. TLGT was once an exciting high growth generic manufacturer but stumbled in the last few years as they invested to expand their manufacturing capabilities. The company embarked on a strategy to focus on TICO, topical, injectable, complex and ophthalmic generics in 2014 under the premise that there are less competition and greater pricing stability in these niche portions of the generic market. Given the small size of TLGT, these niche markets still provide plenty of room for growth. While the strategy to shift the…
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