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Pharma Sleuth

09/19/23 11:20 PM

#388051 RE: Sankarad1 #388050

There is incredible unlocked value. Opportunity cost is an interesting question. It is a fully operating FDA, DEA controlled substance inspected manufacturing facility that can make both opioids and methyl drugs. It's why I find the downside..... truly lol.

They can make time release variations of probably whatever you want. I always wanted them to go after a once a day opioid. I know it's possible but I'm not sure it's possible. Lol. It's been awhile and I forget how things dissolve different in your stomach vs how it passes through.

But a once a day opioid if possible, is a reasonable better option then 2x a day. Long explanation there. Just one of many examples of what they can make.

Same with the methyl drugs.

They also have a lot of IP.

So it's not just a copy and manufacturing company. It's really an R&D company that has a rapidly growing manufacturing base.

So regarding opportunity cost. There are times when a company is weighing out the value of buying vs making.

All that DEA FDA controlled substance stuff is hard. As well as having your own sales and marketing in every state.

So to buy that vs make it, is part of that thought process.