Ann: Acrux confirms patent challenge for generic of efinaconazole, page-7

Yes, clearly the quantity of challengers is the issue here. I think this was a surprise - a big surprise (management stood to gain nothing by indicating otherwise when they did, if they had known that they eventually would eventually be making today's announcement).

I guess whenever you have a highly telegraphed honey pot (whether it's a generics gravy train, or an infrastructure gravy train), there is always a risk of too many participants. Hopefully high levels of competition will put some of the larger players off sectors where Acrux will be make its future submissions. Perhaps not guaranteed, but I would think possible - even likely. Ultimately I cannot see why large players would want distractions in uneconomic areas.

Others that know the industry better may want to correct me.