Arch Therapeutics Inc (ARTH)

[Semicaps]

This is from Arch's annual report's risk segment.

"Because a portion of our patent portfolio has been in-licensed on a non-exclusive basis, other parties may be able to develop, manufacture, market and sell products with similar features covered by the same patent rights and technologies, which in turn could significantly undercut the value of any of our product candidates and adversely affect our business. In addition, one of our licensed MIT European patents has been opposed in an administrativehearing".

Seems to me that Ac5 and PuraStat technology are derived from the same MIT licence.

I think I should subscribe to stockgumshoe and take closer Look what they think.

Anyway if there are two major players in the market, the one with most IP and clinical indications for their product is the winner. Or they could coexist... but im just wondering will it be a price war with eroding margings for the market leader. I'm not that familiar with pharma... so the outlook is still unclear.

If AC5 can secure Europes market they should have winning change. FDA usually prefers us based Companies. I think.

Any thoughts?