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clock Created with Sketch. 02/09/21
13:34
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Originally posted by Bearwolf:
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Had a chance to do some research last night r.e. the future for Mayne, which is all I am interested in, not the past. Branded women's health (distinct from generic women's health under Generics Product Division-GPD), is currently a tiny part of sales in the Specialty Products Division SPD, with the majority of current SPD sales in dermatology. Nextstellis alone, to say nothing of gNuvaring, will quickly overtake all other SPD products as well as the generics division to become the biggest revenue source for Mayne. Having a poke around Mithra brings up some interesting things. Even though we will be late to the party on generic Nuvaring, there appears to be a shelf life advantage of an extra 12 months with the Mithra product (Myring) compared to the other generics in the market. That is likely to give Mayne's gNuvaring a big boost in the marketplace upon FDA approval. Mithra's Donesta phase III results are due anytime and given the existing relationship and shareholding, this would be another blockbuster product for Mayne. Coronesta is less developed at Phase II but given its aim of being a Covid treatment, the results will speak for themselves. Mayne's Metric Contract Services also looks to be in good, and growing health. I really cannot see any negatives in this stock, unless you are looking backwards rather than forwards.
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Exactly, I came to a similar conclusion a while back.
