Hey, i am just trying to connect some dots. There are still loads of things that concern me.
But I know Sanofi are now starting to make some long term changes in their business which will see them with a portfolio of delivery devices come 2018. The goal of partnering with companies bodes well for UNS given their relationship. BUT, even if we are in reasonable shape to respond with devices the reality is those drugs are set for release in 2018 to 2020.
So with UNS placing some emphasis on the Precision Therapy for cash flow for exclusivity payments etc you have to wonder about the delay and whether West and the Smartdose have stolen some wind from the sales. Or the even bigger risk from the about to be formalised BD Microinfusor to compete with us.
So even if we can get a slice of that market, we are now going to get screwed down for dollars....and I really think all the talk about large margins etc needs to change NOW and the focus needs to be on intelligent means of making our products far cheaper then the current lazy dinosaur of a company is able to. $720,000 a week to support a 60 million unit Unifill line... that burn wont want to increase a whole lot one we have a number of products being made in commercial quantities
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