RX has Top Management IMO...just did some management DD on RX .. and really like the results.... The track record is very consistant in not only, Revenue growth, but also in the way they operate:
-there is a reason they do not uplist to bigger exchange (its a waste of money)
-there is a reason they do not isuue shares and build a war chest (its a waste of money and value killer)
-there is a reason they expand expenses cautiously, like hiring part time, and contract sales personel for testing new products or seasonal fluctuations....less risk ans save money..
-management has a lazer sharp focus on its niche, and does not suffer from "eyes bigger than stomach" syndrome... getting side tracked at pie in the sky deals..
I am not as concerned today, as I was a few days ago, about dillution, as I see how smart the team is.. and I highly doubt they will be "hood winked" by investment bankers into a secondary equity funding..
-it looks to me like this management team is getting so good at the commercialization and marketing process, in their size niche, that bigger pharma companies will just give them,by default, the smaller deals (3 to 10 mill) , as this will be more optimal than doing them it in house..
glta