RE:RE:RE:RE:NPH is in an unusual situation for m8.....I am not an expert in this field but I would think they will need to show a level of sales before a prescription drug patent owner will broker a deal for Canadian sales. Arun obtained this hard to get license to put it to use. Based on his previous performance I would think he has already aligned or is aligning specific deals to put it to use.
m8magic wrote: why do the generics have to be rolling first..can;t they import perscription drugs now.??..or is it just wiser for them to wait ..??
naimarantz wrote: Looking at the longer term potential....there is a reason NPH secured the DEL license along with the genetic drug applications. NPH can now do the same thing as Biosyent and import prescription drugs not available in Canada. Biosyent has a grand total of 5 drugs on their roster and they are trading at over $11.00.
Once the generic sales are rolling there is every probability NPH will use their license and start to import prescription drugs as Biosyent has.
kingpost wrote: Well said... other canadian medical marketing stocks all have a completely different focus including:
Biosyent
GUD
Cypher
Tribute (own this also)
PDP
Merus
Concordia
Valient
So NPH is similar to the above companies in that is is also a marketer but it is the only one focused on totally on Generics (and currently traditional non-bio pill type) and the generic market size (nph is going after) is probably 1/3 as big as the brand market the other 8 above are fighting over). Even with some execution risk inherant (as all companies have) this opportunity stands out ...IMO.. Love the generics sector also..I think of it like food is to feed kids and generics are to feed adults... IMO if nph executes their business plan, this will be in every mutual fund in canada...
Well said,
naimarantz wrote: a Vulture exchange stock. There are no similar stocks going into the generic market in Canada to compare with so you have to look at the established companies and take it from there. It seems the mentality of the Vulture does not understand this stock and are treating it like the other carrion but that will end one day. It takes some DD to appreciate what this company is doing, to understand that the CEO has successfully done this before and what the potential cash flow is. Also some consideration should also be given to the secured DEL license to import patented prescription market as RX does. If you have no clue where this is could go then check out RX to help understand the potential of the DEL license. NPH has ordered 30 drugs so far and are carrying out their plan. Cash flow should start in the 2nd quarter. The CEO has done this before and he is doing it again.