Trilogy International Partners Inc T.TRL.WT.A

Fewer 'Massive Potential' Drugs

[LTOWNER]

Recently on BNN Andy Nasr, responding to a question on Pfizer, said it is the 'social drugs' - drugs that don't cure a disease - that are the multi-billion dollar drugs today with massive blockbuster potential.  Drugs that cure disease are much more limited in value.  Pfizer commanded a large multiple in the past with drugs like Viagra, but with fewer of these massive drugs coming out and many coming off patent, their multiple is shrinking.

 

So even if investors are not impressed with something like Testosterone replacement, or a possible female Viagra, Big Pharma is likely to recognize and appreciate the potential.  Let's hope so for the Trimel longs!

 

The timing of Ian Ihnatowycz's Board appointment to Trimel is interesting.  He already has a lot of 'skin in the game' and could easily have waited for the Compleo Pharma partner to be announced and/or interim results on Tefina to be released - I would have been inclined to wait for very strong news.  The timing could indicate Ihnatowycz has far more optimism right now than the market seems to have, or he may want more influence on the way future events/decisions are handled at Trimel, or both. 

 

Slip sliding it is and certainly no one is making money at these levels; could get worse over tax-loss selling season, although with big news pending before the end of December it's a tricky trade for holders.  I am not sure what PR tgtbtroi would like to see if there is no news currently.  I prefer a company that does not throw out fluff.