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Bsav88atty

11/21/13 9:23 PM

#12438 RE: Guts #12430

Hey Guts, I bought more 40K today for the vault.

This sure is a tough board, though, geeze. I suppose this board is mostly intended for traders and pessimists, not for folks who invest for the longterm. While I appreciate learning about the tidbits from the Qs that provides folks with fodder to generate all of this and negative energy, I believe what is missing on this board is the 40,000-foot view of the unbelievable potential here.

Bob called an audible from relying on McKesson and suffering through shrinking margins due to a lack of exclusivity to two separate and distinct business models. The first business model is the "Mini McKesson" business, which will eventually reach over 700 independent operators. The margins will be quite large. And of course the second business model involves selling products based on the Oral Delivery Technology, starting in China and the U.S. with RapiMeds. All of this potential in a company with a market cap below $15M, with an O/S below 100M, and a float that is about a third of the O/S. I realize that most of the folks on this board do not agree with me, but I must say that the view from 40,000 feet and higher looks pretty darn good to me.

Good night!

GLTA