Paulo Santos
Long/short equity, arbitrage, event-driven, research analyst

Sagent Pharmaceuticals: A Growth Story With A Track Record

As I was doing due diligence on Spectrum Pharmaceuticals (NASDAQ:SPPI), I came across an interesting story. Here's what happened. SPPI was having a bounty year due to selling Fusilev (levo-leucovorin) into a market that was temporarily seeing a shortage of generic leucovorin calcium. Such a shortage e...

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