acl at investor conference - new york, page-4

Hey Tana, nobody could rule that out but my money would be on the DR stepping up to the plate. It fits quite nicely and if you look forward to potential revenues including Europe then it would make a heck of a lot of sense. By this time they could be looking at having to share in over US$150m - US$200m of revenue (at current sales of Arixtra only, no growth factored) or face handing over nearly US$45m - US$60m in profits each year to ACL.

This part got me also in the last announcement:

"Strategically, we continue to work on improvements to the current synthetic pathway to improve profitability of the product and to explore other ways to exploit our abilities in this area."


All just speculation of course but with consolidation high on the agenda in the sector it's certainly not to be ruled out imo. I just hope that if it "were" to ever happen we could keep HA-irinotecan, I really want to be around for this one to have the chance of breaking into the market.

I'm gonna get me some more soon too:))