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Re: wimuskyfisherman post# 25455

Thursday, 03/23/2017 3:22:43 PM

Thursday, March 23, 2017 3:22:43 PM

Post# of 38634
Yeah, apparently there some obvious mistakes. However, it is entirely possible IPCI add their abuse deterrent tech to even the generics to gain an edge on competition. Abusing the generics is an issue to. Even though IPCI did not come out and said anything about generics being abuse deterrent, we don't know if they are doing that behind the scenes or not.
As you know, IPCI don't come out and tell us everything they're doing. So this could be a possibility going forward. Especially PODRAS when it can be added to just about anything.

One thing I do agree is that the market is very competitive and as time goes by, the market changes too. It can certainly be very difficult for IPCI to try and compete without a strong partner. And, a strong partner may not be interested if the potential revenue is not worth the cost involved in trying to enter a well established market. As you know advertisement can be expensive and competition can potentially drive down pricing which further limits potential revenue. So the value of the generic pipeline is changing.

That's why I keep saying I would rather see additional approvals under MNK. Get us a strong partner for Rexista or Regabaton and we're in good shape. There is substantial value placed in the MNK deal and Serquel XR launch this year. IPCI pretty much depends on MNK success.

So then the potential capital raise could be happening again coming this summer. I am hoping they don't but We will have to see if Odidi wants to push R&D he'll need lots of cash.