and ACR looking at getting in on the generic space as well now...

and ACR looking at getting in on the generic space as well now against competing products that have been in the market place for some time I would imagine. Therefore they really need to differentiate the "new product" to get runs on the board.

IMO initial marketing will be hard unless they enter into an agreement like the one with Eli but when you are talking generics without any differentiation between the next brand then who will enter into an agreement like that?. IMO RT did a great job to get that Eli/Axiron agreement over the line and it is the revenue generated from there and also internal KPI factors (but no external ones like SP movement) that have been providing the staff with their bonuses - hmmm. Initially may need to drop price to get some market traction with their new pipeline of generics (and cross fingers that may work). However unless there is some differentiation of the product with the generics available then any subsequent price increase may have a dramatic impact on any sales revenues.

but IMO we are getting way ahead of ourselves as the ACR pipeline generics are still some way off before being in a position to be commercialised from what I read. That's why IMO this is quite a risky company to be invested in - especially now that they have not paid any dividends and more than likely may continue to not pay any dividends - until it is determined what financial impact the newly competing generics will have on Axiron.

totally agree with your comments - particularly that they really "lost the plot" by being too comfortable. always on the cards and posters have been saying that for quite some time!!!

They did have a J/V with Hexima but the detail of that (time spent/costs/final legal ownership of the product being worked on, etc) have been kept under a tight veil of secrecy IMO - can't see where they have divulged any details on that one. So it may be that substantial time/funds(?) may have been spent on this J/V to no avail. Noted that there was a current board member that was also an officeholder of Hexima but appears to have since resigned from that position at some time after the J/V was finalised (assuming it was finalised as I do not recall seeing any details on it - so if anyone has any information please share).

above all IMO only so if there are any other views would like to hear them.