Friday, May 22, 2020 9:55:19 AM
I’d like to chime in regarding the generic company needing to provide evidence that they could meet demand. I would venture to say that this point wouldn’t be a consideration by the FDA of a generic drug company. This question is more pertinent to the brand manufacturer. I doubt very much that a generic manufacturer would be held to this standard if it’s a consideration at all. What does the FDA care if they can actually do it? As long as their process is in place and they meet assay parameters etc..
At the end of the day nothing changes. We all should have factored this possibility in to our own strategy.
Now, if the injunction attempt bombs, and Hikma does launch, then that’s a different story. Yet, what are the odds? Plus, would Hikma launch at risk? Is it really worth the risk and perhaps pain in the behind crap they would be dealing with if it backfires?
At the end of the day I say nothing has really changed. Accept? Our share price gets eaten up a bit. Personally, I’m more interested in what our price will be when we win or when we are bought.
Appreciate your comments this morning.
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