Hi Wasa and CBD,
I am still among the concerned/confused for this model.
I am looking to get a face-to-face to understand their very quiet transition from promoting an IP sales type model of large upfronts and moderate trails to one of manufacturing/handling, larger trails and minimal upfronts.
Lets face it, SUD have no demonstrable expertise to offer big pharma in manufacturing or supply chain logistics. I really struggle to see how they could add value in this area of the supply chain when the likes of TEVA have huge facilities, existing infrastructure and logistics already in place in these countries.
A "handling fee" for a small coy from Perth with no Latin American experience???
I love the potential of this story but more Q's than A's right now.
Supply model, page-6
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