unilife - still bullish after q2 2014 earnings, page-23

Hi Indi,

In my view, the pharmacutical industry which is worth 300 billion per annum is in total total disorder / uncertainty and is getting fragmented as we speak.

Protected medicines are diminishing and non protected medicines are gaining serious momentum.

The pharmacutical industry is going to become so cut throat in a competitive manner that it's going to a massive challenge for any pharamacutical company big or small to dictate terms and dominate if not maintain their market share.

THE TIDE HAS TURNED STRAIGHT INTO UNILIFE'S LAP

Instead of one company offering a protected medicine ( dictating terms )you now going to have several pharma's competing for the same drug. They are forced, literally forced to find ways to get the competitive edge over their competitors. If they fail to do this they will burn to ash and we will see pharma's crumble in time to come.

Now the odds for UNS success has just jump to undetermined hights in my book. Particularly for a small relatively unknown company that offers highly innovative products such as UNS. If UNS products are so amazing ( game changers) as we like to call then, UNS will be in the driving seat and will be dictating terms to the entire pharmacutical industry requiring drug delivery devices and not the pharma's .

I do know that profit margins aren't going to be as lucrative for pharma's and ultimately UNS , but as long as they are depended on us, terms will always favour UNS and UNS gets to play pharma's against each other.

This is truly a favourable position we could find ourselves in, how long is the string, time will tell

Competition competition competition what a beauty