SPL starpharma holdings limited

How many the BV opportunity

  1. 5,196 Posts.
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    If as some have said the FDA change in stance now makes a huge difference to the BV cream opportunity, it is worth looking at the current situation. If there is a US$1billion sales market out there then lets look at BV being the only approved treatment and cure for bacterial vage how quickly would BV completely take over that market and become the preferred(only) treatment pretty quickly one would think.
    Starpharma own the BV cream they are not licensing it or waiting on royalties, yes they need to manufacture (or pay someone to do so) they have to distribute and market it again a partnership is in place for distribution so those costs are built into the price. What else goes into the price I would be getting salary, labour/oncosts, fixed costs etc into it as well then their intended margin per item, so they will have to first reach a break even point in sales then they can start looking at EBIT.
    BV could become a household item sitting next to the Voltarin and Savlin in the fridge, maybe women will start using it as a preventitive treatment or after intimacy just to make sure cream, what else will/can it be used for foot fungas etc. who knows? Point is it could become a cash cow for Starpharma that just keeps on giving, women get this thing all the time according to my wife even from swimming pools. Someone with a lot of money bought millions of shares last week if it is because of the BV news then they must think something the same. Interesting where we go from here could the BV launch be close? could the bones of it be part of the AGM presentation? the next few weeks could be interesting, appreciate others thoughts.
 
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