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uksausage

07/28/15 12:22 PM

#52140 RE: art2426 #52139

I like your thinking but 1% of the pain reliever market is dreaming. 0.05% would be great.

What would be useful to know is how their manufacturing/packaging cost would drop if they got significant business - like 250k units a quarter or month.

One reason people wont switch from pills is the cost of a device a small bottle of Aleve costs less than $10. I f we can get our RRP down there we may get larger share.

I had to take one Aleve today as I have two pains from walking an active dog - the knee has actipatch as I know I have a torn meniscus and the back has Aleve as I only have one Actipatch with live battery left.

Must order a spare for my mule



yankee55

07/28/15 12:26 PM

#52141 RE: art2426 #52139

Great post art2426! The numbers will really jump off the chart when combined with global Actipatch sales and Braun!

Simpsonly

07/28/15 2:14 PM

#52142 RE: art2426 #52139

Well done art - those numbers are pretty familiar to the Good Guys now, aren't they? The timing of sales plateaus is the tricky speculation and it depends on federal legislation and FDA involvement in the future sales of chemical analgesics.

I would speculate .5 to .75% market share in the first 12-18 months and increases thereafter. I agree with sausage that anything else short-term is dreaming, however, I also think 3 to 5% market share 2 to 5 years out and then who knows is achievable.

When the tsunami of drug-free and side-effect free inexpensive and reliable treatment by the consumer of mild, medium and chronic pain OTC from Walgreens starts rolling in, the numbers and rates of increases will be very positive. Then, factor in greed and the stock will be very, very profitable.