ACR acrux limited

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News: ACR Acrux Entered Exclusive Sales, Marketing & Distribution Agreement With Dash..., page-8

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DBrent15

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14/10/20

18:15

Post #: 48096003
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Originally posted by Gorillas95: ↑

I looked at Dash's website and they are currently marketing 3 products in USA (an oral rinse, a vile and a tablet product), no topicals and it makes me wonder have we found the right partner from an experience and market depth perspective (ie, ability to compete and sell).

Whilst I understand the need for commercial confidence its frustrating that we don't disclose other elements of the market dynamics, ie, existing competitors, how far this product is from submission to FDA , approval, product margins etc all you get is annual sales at a point in time.

When Acrux launches its generic into this market, the USD 30mil will instantly drop as to grab market share we will need to price lower to cause patient churn. So are we one of 3, of 5 or 2 parties fighting for a fair mtk share of annual sales. We have been on record as saying a development program costs between 3-5mil, hope we are able to cover this costs with a nice profit share on launch.

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The 30m figure is certainly small and they have another product in development with a partner that is around the 20m mark.

Management have pointed out that the margins/royalty for acrux is high, but I still don't think these 2 products will be significant earners.

Perhaps the idea is the make the 3-5m back over time and also they will have an established relationship for future generics which might fit into Dash.

ACR Price at posting: 18.0¢ Sentiment: Buy Disclosure: Held
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