Ann: Appendix 4D, page-34

These are very informative posts but "what are they telling us?"
Roche- is heavily expanding their Bio production (800 MIL in 2013 and another 40% on top of that and UNIS hints that they might be in discussions with a big Pharma. Roche says they are reducing small molecule production
We have been told this before- with syringes- but Amgen has put $100 mil into UNIS wearables and acquiring access to all products.
It begs the question that if the Bio market is already big- How are they managing -without UNIS products.
They clearly are managing- with existing products- but there is also plenty of evidence stating that all is not well on the patient side (pain, needle phobia, convenience etc) and hence Amgens interest.
The existing wearables are mainly focused on the diabetic market- but they are also providing large scale wearable product actual use evaluation which I believe UNIS is able to use to advantage- eg-adhesives, Apps connect-ability and security and other new product problems and Amgen and other will want a mature product with faults eliminated.
Flextronics is a good clue as to 'What is happening?"
Far from distancing themselves from UNIS they appear to be excited and impressed with their UNIS connection and always refers to UNIS as world's best technology.
The new job adv states that UNIS is a wearable and auto injector company- rather than just wearables previously.
Cad- mentioned that he was a buyer and in reality all holders essentially are- because we could sell- but really it is not that one shouldn't buy- if they can afford to take a total loss- but being astute enough to buy at the lowest price.
JR says that Sanofi are in amicable negotiations over the $10 mil.
All up- UNIS appears to be able to -pull money out of a hat as with all the extra cash that they have to come up with in regard to contracts buy-outs and sign on money for JR.
Sanofi- still are the unknown and they must take a stake in UNIS and probably the fact that Orbimed is vetting any placement- then they are probably ensuring that Sanofi does not get a better deal than Amgen.
The new IR company also specialises in FDA streamlining and finance sources.
These are only my thoughts that may be of interest to others and discussions welcome