Snork,
Yes, once we lock in products, it will likely be for life. Fantastic plus.
My point is, we cannot rely on SA's existing pre-fill production to drive our growth. I get the impression many feel that SA will simply switch their existing pre-fill production into UNI syringes, and that was my expectation. However, according to CCZ report, our growth will be wholey driven by new drugs.
There's nothing to say that in 10 years SA will be the main pre-fill user. Therefore, it is all the more important that UNI sign up pharma's who have the NEXT blockbuster drug, it doesn't matter as much who has the current ones.
We have the ability to negotiate with additional pharma, I just thought it was an interesting distinction made by CCZ. It was another useful report, clarifying points that were previously left up to our imagination.
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