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JJPow

12/01/19 8:44 PM

#231038 RE: Will Lar #231035

1% change would cause a significant disruption???? What?

SonamKapoor

12/01/19 9:25 PM

#231041 RE: Will Lar #231035

Will Lar, 10-15% raw material allocation shifts would be more interesting.

1% pharma to 2% pharma - that's interesting in that it shows the category is growing. I'd consider that evolutionary growth...potentially setting the stage for much more.

AMRN has a ways to go before its actually disruptive. That is the idea with V though - create more value-add.

Some are already pleased: