In all seriousness, the availability of Monepantel in other forms (such as Sheep drenching - ~$400 per litre, 25mg / ml solution) does concern me. How much of a premium will we be able to charge? I'd say if we started trying to charge >$10k per treatment, patients would look to source their Monepantel elsewhere. And of that $10k, how much would PAA likely see? (assuming a licensing deal).
I realise Sheep drench may not sound very enticing, but I'm just using it as an example (& whilst I haven't tried it, it probably doesn't taste THAT bad!). As another example, if PAA's Monepantel could sell for $10k per treatment, what's to stop someone contract manufacturing a competing product - call it "Oral worming tablets, recommended for goats but safe for humans too". And selling them for the equivalent of $1k per treatment...
Would appreciate others thoughts. How much of a competitive moat would we really have?
Company presenting at Techknow in Sydney (today)/ Melbourne (tomorrow), page-61
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