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Re: ElementalArcher25 post# 424339

Friday, 04/04/2025 1:55:49 PM

Friday, April 04, 2025 1:55:49 PM

Post# of 446045
With the higher than expected tariffs I'm beginning to think that Nasrat may look around for a pharmaceutical company with a patented oral drug that could benefit from a small manufacturing system in the U.S. If the drug is recently patented its margins will be high. A big company doesn't need Elite's manufacturing because its not large enough and Trump is bragging about the amount of investment (buying Elite will not impress Trump). But a small company who has a very profitable drug can keep much more of those profits. Given Trumps on again, off again, not very large tariffs, to incredibly high tariffs, to lets make a deal, to no deals..., the easiest way to remove uncertainty for such a company is to just start manufacturing here and tune Trump out.

Nasrat should be able to get a manufacturing fee, plus a slice of the profit retained for being in the US. That deal would last for at least 2 years (when Trump may lose majority in Congress and/or Senate) or even 4 years.

I would be ok with that as it is another way that would let me sell my shares off at a stable price over a few years.
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