I wish he can control generic price cycles...but alas.
I think he has balanced the business with generics + contract + branded
The quicker this FY is done and dusted the better - would have hoped abit more positivity leading into EOFY but it is what it is as this has always been a FY20 story.
My avg price is .543c taking up 18.3% of my portfolio which is slightly uncomfortable as its not paying dividends. But I like the business and it will swing it's a matter of timing but underlying fundamentals are solid.
Ann: Mayne Pharma market update, page-244
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