The whole generics strategy is the CEO's baby, although he was hired on the basis that his pre-ACR experience was in generics so perhaps they were already planning to go that way.
To use another metaphor I feel like the hiker scrambling up the mountain only to reach what I thought was the peak, only to find that just out of view is another long climb to the summit.
Cash flow neutral now seems a while away even if the drugs get some degree of traction. Breaking into markets can be hard. Now Obviously ACR is depending on its partners to get this work done, clearly it does not have to fund and perform the commercialization using its own resources. But its going to be a while before any reasonable flow of royalties begins. I keep trying to look away from the Lenzetto experience, as revenues are going to need to grow faster than they did for Lenzetto else things are actually "that bad".
I would love to here a more optimistic take if there is one out there? Anybody? Anybody?
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