That's my take on it CGT, though the cost to pharma may be more using wearables compared to using say 2 x AI's. The thing is though that if the patient is more inclined to follow the course, due to rather wanting the wearable, then the pharma has to listen and provide the option imo. Some of the studies that have been conducted have shown that this is the case and that the wearables are preferred.
I noted something interesting in what Keith had mentioned also:
Unilife has not provided a list of its existing clients, but it has indicated that at least one customization agreement involves multiple products. Then, too, the commercial supply agreements with existing clients may well be expanded beyond the initial number of drugs in the contracts.
Now it's my understanding that the likes of Alirocumab may not actually be included in the Sanofi agreement of 5-10 molecules as it's a partnered agreement between SNY and REGN, so maybe Keith is leading us with the above statement to think of other deals to come with multiple products, maybe we could see something along the lines of PFS/AI's and Wearables all bundled in the one customization agreement??
I love apples............................
UNS Price at posting:
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