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1.0¢ the sustainable nutrition group ltd

i fear that the suspension was to stop the new investors buying...

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bakkie

590 Posts.

28/05/15

17:49

Post #: 15371099
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Originally posted by ivabiggon ↑

$150 million – This is the size of the market in the United States alone. In 2013-14 Arixtra and apotex had sales of $18.8 and $95.6mill and ACL roughly $35.6mill (our av 32%market share by volume).

IF IT IS TRUE that we now have 51% of the market then we should be looking at closer to $75mill sales annually. The only way we could have jumped from 37% - 51% is by Mylan phasing out the generic. On $35.6 mill sales we got a bit over $9mill profit share (minus the $2mill BS payment). IF we have 51% market share going on past figures then we should be looking at closer to $19mill profit share per annum moving forward.

MMMMMMM unfortunately this just seems too much like a pipe dream. The only thing I don't want to see in the announcement is that we made less than last qrt, especially now we are not paying the $500,000 anymore - then again, maybe that's the issue, DRs are still taking it.?

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i fear that the suspension was to stop the new investors buying up the company on the back of a mediocre Fonda result and turfing management out before they execute their plans i.e sale of the VAST platform. i hope im wrong. it seems like management are trying to save their skins as this delay does not bode well.
ACL Price at posting: 8.3¢ Sentiment: Buy Disclosure: Held
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