Quantifying downside risks, page-3

I dont understand the industry as well as i would like, but my understanding is that Mayne is focused on the US specifically because drugs are so much more expensive their than anywhere else. It does sell/manufacture to other countries as well, but the focus of capital is the US.

If the US did fix their health system to be like normal countries i expect it would hurt a lot, i dont expect Trump to fix anything, but he could still cause damage to the industry by trying, it is a risk.

From an ethics point of view, participating in the market by introducing generics (which are cheaper) can only help, and i havent seen anything to suggest that Mayne uses extreme pricing like the owners of the Epi-Pen.

Mayne is a significant shareholder in Hedgepath which has a trialling a drug which targets some types of cancer. They are building manufacturing plant in US, and also makes a fair bit from lab services, its not a company just sitting back exploiting IP, they do real work as well.