You don't need to be Socrates to see that holding this is a...

  1. 4,360 Posts.
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    You don't need to be Socrates to see that holding this is a losing proposition.

    When you think about the following, just how little is destined to trickle to ACR, makes a lot of sense:
    1. Divide by 2 to account for rebates & chargebacks demanded by the end-customer (paid for by the pharma co.).
    2. Divide by 2 again, to account for sales-costs.
    3. Divide by 2 again, to account for partner's share.
    4. Divide by 5 to account for competitors.

    And then consider that ACR's partners are small compared to competitors (Teva, Viatris, Sandoz, Amneal, Dr Reddys, Aurobindo, Endo etc) who will get the lion's share.
    Last edited by MarsC: 30/01/25
 
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