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Thursday, 03/07/2013 2:18:14 PM

Thursday, March 07, 2013 2:18:14 PM

Post# of 4817
Listening to the RBC speech, the thing that struck me the most was when Wotten said "we are the injector of choice for Teva". Now, you just don't say that unless, you've gotten permission to say that, or you've been told that, or you've been told we're going to use your injector on high-profile drugs. I don't think the few partnered products we've got at the moment would qualify us as the injector company of choice unless there's a few waiting in the wings, which I believe to be the case. Wotten has stated two or three times now that they had high profile meetings and that their "relationship has never been stronger". I've got to believe that this is because of developments in the last 6 months that have not been disclosed yet. Could it be Copaxone 3XW, or reformulating the regular copaxone? Maybe. If it is it's worth double digit dollars to our share price. The future is very bright if this statement is true, that we are the injector of choice. Many, many multi-billion dollar drugs are coming off patent in the next 5 years. There are only around 4 generic companies that can even do biosimilars. I could see Teva easily doing 5-10 billion dollars worth each year, of injectable biosimilars in the next 10 years. If our injectors are on their products, I can't even add up how high the stock price will be. I just hope Teva will let us run up there before they buy us.