AMAG - Investigating AMAG Pharmaceuticals As A Value Play
Company Thesis
AMAG's (AMAG) announcement of a management reshuffle and divestiture of its key growth products has been nightmarish for shareholders. Share sentiment has been extraordinarily negative as investors are puzzled why the company would spin-off its most promising candidates at such an early stage into commercialization. While it was a no-brainer, the stock plunged, shares of AMAG are now oversold as to warrant an enticing value play. Without further ado, let's take a look as to why.
Source: Jefferies 2019 Global Healthcare Conference
Divestiture Potential
Source: Jefferies 2019 Global Healthcare Conference
Vyleesi