i do think the people who do best with the actual pharmacetical...

i do think the people who do best with the actual pharmacetical manufacture or "mix" if you like is where the value is - that and delivery technologies i guess

brand also will be important but in australias case the relationships with the prescribing and potential doctors is critcial - that is where AC8 and MDC are well ahead of competition from what I can see

the actual source products, and growing, will be agricultural business in my mind, hig capex, low margins, that is why I am not so much a fan of those names that are focused on growing

That is why i like AC8 and MDC over CAN and then all the other listed names who it would seem are spending either too much on growing facilities or PR !