Part 2 -- upside surprises:===Part 2 (additional business developement upside areas):
----Partner with developer of ANDA generic developer----
This is a potential area NPH could really get massive upside quickly. There are about 15 to 20 companies in the US that have a large effort in getting new generics approved (after patents expire). ANDAs are the lengthy application process that they have to go through to prove they can comply with expired patents and make the new generics safely. By building a relationship with a few select companies that are focusing on this, and I see a couple that would fit well with complimentary synergy, NPH would build a pipline of "protected generics" since they get a 6 month exclusive for being first generic.. bigger margins and fast sales up take...Think of it like creating a steady supply of new protected generics.... note that after ANDAs are approved in USA they are pretty much rubber stamped quickly for Canada sales...
----land an exclusive brand product----
If you look at most succesful generics companies you will notice that they usually all have a few patented brand products... this happens partly by luck and is a by-product of the scale of relationships Generics companies have, as well as their distribution systems.. Teva has Coxone and Mylan has the epi-pen are examples...
===Part one (repost from yesterday)
----access new markets---
an update on this is that simpler ways exist to enter foreign markets than mergers or grass roots startups in the way of licencing or Joint Venture deals...
----technology and on-line pharma platform---
I think there is big potential here, and the NPH model of worlds lowest cost producer, with large portfolio, makes it more feasable in many markets. Generics do not need much , if any , personel salesmanship since they are well known copies of existing products, so a smart on-line approach with worlds best pricing should work in any market...add in recent governement (ie Hillary) talk of lowering drug prices and allowing more competition... Just JV and on-line and in!!!!
---rapid portfolio expansion---
----strategic benefits from eastern pharma partners---