sydney presentation, page-24

Thanks for the feedback to everyone re the conference. Given the recent legal action it sounds like AS is taking a more conservative tone, and I reckon he would have only made predictions on what he knows will happen.

Hikma production in 6 months from existing capacity and Sanofi next year seems very doable, no CR at this stage (at this price), more contracts expected and legal issues dissolving there does not seem to be much to drive the SP lower, in fact the shorts have probably put a floor in it. Buy on the dips because they won't last long IMO