Torpy thanks very much for the link as i have now watched it several times.
Something I would like to put out there for discussion is Scott William's views on company risk. He pretty much states that the odds of phase 3 trial success are high and that the major risk is on the IP side. However, given that PAR has an exclusive supply agreement with BenePharma then unless BenePharma breaches that agreement no supplier would be able to compete unless they develop an iPPS formula that meets FDA approval. I have heard Mozz say on several occasions that the likelihood of being able to match the Benepharma drug is remote, and even if achievable, would take years to develop the drug and receive necessary approvals. I would think that by this time PAR (and its likely partner) would already have significant market share.
Pplease feel free to comment as to whether there are any errors in my assumptions.
PAR Price at posting:
$3.56 Sentiment: Buy Disclosure: Held
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(20min delay)