Coming very soon, page-94

Don't compare Insulet to Unilife. Insulet has been growing steadily over the past several years. Based on the most recent quarter, Insulet Sales are running at the rate of US$350 million per annum and their Quarterly Operating Loss has dropped below US$1.5 million/quarter with Net Loss under $5 mil. It is likely they will turn profitable in the next quarter or two.

By the time Unilife gets a WI to market, if they ever do, Insulet will own the market and Unilife will have to count on Amgen's business. I personally do not believe that Sanofi or MedImmune will stick with Unilife. The event horizon is too long and with regard to Sanofi, see my earlier comments.