Patrick, just on PBMs and wholesalers, a point that the CEO made, in the getting to know the MYX team presentation, that I was flabbergasted to hear was that in FY24 Mayne Net revenue of $388M came from a Gross of $1.1 billion so about $700M was taken up by these two middlemen (perhaps others). No wonder that disintermediation has such a high focus as does Gross to Net. Any sales from MYX's portfolio that bypasses one or two of these players means higher profits for MYX.
MYX Price at posting:
$5.59 Sentiment: Buy Disclosure: Held
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)