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Re: goldmansack post# 9085

Friday, 08/15/2014 5:39:37 PM

Friday, August 15, 2014 5:39:37 PM

Post# of 27076
It might even get better I think.

Let's assume they make 3 dollar a bottle now, with 40% margin.
That would mean a direct cost of 1.8 dollar a bottle.
One can also assume NRTI has to take a part or most of the discount that's given at the moment. Let's just take 3 dollar again, just to have a number.
So when discounting stops, and they might be near that point as Walgreens has already tried it in July, NRTI's revenue might double overnight to 6 dollar a bottle, with a whopping 70% gross margin.

Serious disclaimer to newbies reading: these numbers are my own guesses. We don't know the actual numbers.

But the point I'm trying to make and the reason why I'm really happy with latest 10-Q: this could become an incredible money making machine. Let's just hope they get there fast enough so they don't get stuck in funding and cash flow issues.
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