An Ace in the Hole

On several occasions, Alan has mentioned that Unilife's unique business plan has yet to be fully understood by the market. Locking Pharmas into exclusive 10-15 year contracts, while differentiating their products from competition is a new approach, and one that compliments the move toward biologics.

Most healthcare investors understand the traditional drug approval process.... Ph 1,2,3... NDA approval... launch. My sense is that few fully understand the move toward a patient-centric model or the shift toward drug administration outside of the clinical setting.

Educating institutional and individual investors and generating interest and excitement in Unilife is where Kevin Sellers will demonstrate his value. Given his top-tier experience, imagine the exposure he can generate during the coming year. Imagine the positive impact of another JP Morgan! Imagine the benefits of dispelling the misinformation espoused by shorts!

During the past few years we have grown accustomed to pinning our hopes on the "next' announcement. As welcome as those announcements have been, much of their future impact has been lost on the broader market (a weakness shorts have consistently used to their advantage). Given Mr. Seller's expertise and personal connections to market makers, one year from now we may well remember his placement as the all-important "Ace" Alan had tucked up his sleeve.