Changed thread heading, didn't like the one before and thought this one could be for those that want to talk about relevant topics with our license partner.
He looks to be running a tighter ship at SA for sure, I think that our prefill is a pre-emptive strike for the current and coming competition SA face. I found this an interesting article:
One key advantage of vaccines is their relative immunity to generic competition. As biological medicines they are hard to manufacture, typically requiring a large capital investment of $100-600 million per plant, according to analysts at UBS.
"Generics don't play in the vaccines space, so you have them for a long time," PwC's Friend said.
Recent vaccine growth is impressive, with sales by the top five producers -- together accounting for 85 percent of the market -- reaching $16 billion in 2008, up one-third in just two years.
By 2012, market leader Sanofi predicts revenues of $22 billion and many analysts think that is conservative.
UNI Price at posting:
27.5¢ Sentiment: LT Buy Disclosure: Held
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