seeking alpha short active again, page-14

In view of the SP rise He needs congratulations on taking out the prize for the most wrong article of the day not only has the sp risen significantly since the article the application of michael porters 5 forces theory is fundamentally flawed . 1. the threat of new entrants is low because there are few customers mainly large pharmas who are signing long term deals 10 years plus 2.
3. supplier power is low they only have a limited number of customers substitution is limited to a very few competitors


I just think Michael Porter who developed this theory while at the Harvard school of Business would wonder how suxh conclusions can be drawn. I am a big fan of Porter from my Ini days doing a marketing degree and one of the reasons I went heavily into Unilife was when I applied his theory to the product and its markets