You are correct the term he used was guaranteed 50% gross margin. But by definition that's guaranteed 50% profit, which I must have transposed in my reptilian brain. The only term I saw in the contract was 50% revenue. Not the same.
Mckesson, who did 276B in revenue last year, gave up it's Permeaderm distributorship. As you say, Jim should have all the data. When analysts and shareholders are asking very pointed questions about the potential of Permeaderm why not share that data to assuage those concerns. Everything right now is " We believe, just wait and you will see." . OK, I can wait.
Salty thanks for all the great stuff you post here. I for one appreciate how much time and effort it takes to dig it all out, read it and listen to it, often multiple times. Then analyze it all and put it out there in a no nonsense way for others to draw their own conclusions. You are without a doubt the number one contributor to this board.
Think I have said enough for anyone to know where I currently stand. Will do my best to be quiet and watch for awhile. Good hunting to all.
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You are correct the term he used was guaranteed 50% gross...
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