SPL 0.00% 9.6¢ starpharma holdings limited

Well, we're not far short of a year since expectation of release...

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    Well, we're not far short of a year since expectation of release in ANZ so it looks like we're running out of months for the sales cycle red herring to prove valid. I'll reiterate my view in case we should get news soon. I think management are withholding product release everywhere until the US deal is done. Even though Vivagel will be otc in many markets (i think) and prescription based in the US I dont believe they want pricing known to the US distributor while negotiating.


    I have the impression it will be more expensive in the US so cheap/er pricing overseas might have the US potential distributor looking to negotiate down SPL's piece of the pie accordingly. Dont know why we are going prescription in the US as this seems to me like it will limit accessibility to those who can afford the $100+ visit to the doctor. I would reckon the potential market will be less than half what it could have been if otc. A product for the advantaged so to speak.
 
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