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north40000

02/26/24 9:48 PM

#14755 RE: dasgrunt #14754

From CDMO to ANIP to MedPharm. Lots of catalysts for future acquisitions of either or both. Thanks dasgrunt, Jtfm, Silvr for the continued due diligence. CDMO, ANIP and AMRN share prices each closed + today, along with our two largest equity holdings, NVDA and VCEL. We purchased 755 shares NVDA at a split adjusted cost basis of $4.31 per share over a decade ago for a total LTCG gain today of ~ $592,893/share, 18,233 gain%.

silvr_surfr

02/27/24 1:37 AM

#14756 RE: dasgrunt #14754

Interesting development dasgrunt. Medpharm has the MedSpray technology. I believe it was used in Axiron which is now discontinued. I recall JTFM mentioning it once before. Maybe there is a Libigel angle here although Medpharm is not a production manufacturing company.

Another possibility is that we will see more 505B introductions by ANIP behind the MedSpray delivery technology.

Just the facts maam

02/27/24 5:56 AM

#14758 RE: dasgrunt #14754

Thanks Dasgrunt.