my take on this - obvious that there will be a greater impact from the other generic companies than may of otherwise been previously "admitted" to. As a result they are getting in the generics market to compete. Will be interesting to see what price difference that the ACR generic product may be sold at compared to the branded Axiron. No doubt there will be royalties but the extent is unknown as guess will be dependent on the agreement and price v processing costs = how royalty determined. Also what royalties will be lost on the Axiron product - trade-off here IMO. Also from what I understood the Axiron royalty was "loaded" in ACR favour but IMO wouldn't expect the royalty on the generic version of Axiron to be as "generous" - but hopefully I am incorrect in this assumption.
regarding SP will sit tight and see if a P&D or whether there is any substance to it.
all IMO so DYOR.
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