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ramfan60

04/29/22 9:01 PM

#376020 RE: Whalatane #376018

Kiwi,

Aren't you overthinking this? Why wouldn't AMRN just create new labels for a generic version right on the existing assembly line? Simple manufacturing. Same pill, different bottle. Price slightly lower. Additional costs are almost nothing. Use up more API and the auto-switching to GenCepa competes with the Hikma's of the world. If we're already price competitive, minimal price change is needed.
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oneragman

04/29/22 9:20 PM

#376025 RE: Whalatane #376018

Kiwi, why discount the price unless you can get an exclusive deal? AMRN has advantages the others don't. Greater margin/price, proven results, proven quality and the CVD indication. Unbelievable that they haven't figured out how to use those to maintain market share. I realize they said 3 years to get a combo pill done. It's because like everything else, they are half assing the effort. I bet they don't spend $10M/ year on the effort. I don't care if it costs $100M or more. If I was running the company I would not stop until I found the team that could get it done in a one year timeframe. Hire or fire everyone/anyone in my way. By the time these guys figure it out, there will be little left. No way am I putting another dime here until I see something. I have said it since last summer and so far not adding has been the right move. That digital outreach has been another waste of dollars. I bet if we fired all the sales staff last summer and didn't bother with digital outreach, our sales would be no different than what they are now, but we would be making money. Something I don't expect anytime soon.