Ahhh Writer , thank goodness you are back in town to mop up the voluminous flow of *rap that has filled the available space recently .
There is no doubt that unfolding UNS story tests one's patience ..to the Nth degree .But even a slow learner , like me , has come to understand , what was clearly articulated by the Big Fella some time ago , that in the pharma industry , there is at least a 2 year wait from the initial announcement until sales commence viz :
So , let's get to the point .
IMO , we are now , finally , approaching the point of have our mandatory 2 year sentence .
So , we are now in the position of having White Swans ( or Ripening Fruit ) and Black Swans ( loved your earlier post on that topic !).
WHITE SWANS ( RIPENING FRUIT )
19/6/12 Long Term Supply Agreement for Unifill PFS - Auto-immune therapy ) ( Un-named Partner ?
9/11/12 Bolus Injector ( commence supply to customer 2015 ) ( Un-named Customer )
9/4/13 Long Term EZ Mix Supply Agreement ( Un-named Customer)
10/9/13 Unifill Agreement for Lovenox ( Sanofi )
12/11/13 Supply Agreement for Wearable Injectors ( Medimmune )
21/11/13 Supply Agreement for Unifill ( Hikma )
3/12/13 Supply Agreement - Novel Delivery ( Novartis )
17/12/13 Ocu-Ject Agreement -Eye ( Un-named Customer )
Now , that is a reasonable crop of fruit set to ripen in coming weeks/months . Perhaps one ( or more ) of our knowledgeable posters ( such as Writer ; TDA ;etc) would take the time to provide their views on how those White Swans / Ripening Fruit are developing and when they are likely to emerge ( from the shell , or appear in the fresh fruit section ) !
That would arguably add some value to the UNS thread .
BLACK SWANS
Well , by definition , no-one knows what they are going to be ( otherwise they wouldn't be Black Swans ) .But they may well keep things exciting , but we just have to wait .
According to the Big Fella we have 20 Black Swans in our pipeline so , without knowing the gestation period , that should keep things interesting .
Some comment from our respected posters please !!
GLTA
Q
