Business Development side....Nice strength in the market.. and good to see,,,
What I think (and want) to happen very soon for Nph (within 12 months) approx is that we will have a great (and LARGE) generics and OTC portfolio that will be on par with the big players --- Cobalt, Apotex and Teva... This will (AND ALREADY HAS STARTED) to make doors slam open for NPH at new prospective pharmacy clients/customers and get them to sign up... Its like a puzzle where all the pieces fit toghether...we get the portfolio going big time, and it accelerates the sign ups of customers ...... This scenario, IMO, will happen quick, and this is all the talk here as it will cause an explosion of market cap... but their are other pieces of the puzzle not talked about here , that will also fit in and take the value creation to a whole new level.... For example, did you know NPH has no competition in what its doing, from other Canadian new medical companies (gud, rx, Cypher, Concordia, Vallient, Tribute , Merus) are totally different ... Also the big three mentioned above are not nimble, quick, or Western Canada focused, and have International agendas and managment...With the platform of genrics and OTC as a base it will be a cake walk, for NPH to go "elephant hunting" for transformational, game changing specialty generic drugs......and the big three will be left standing still IMO... this could start to happen now, and likely will, but accelerate as the portfollio rolls out... I think of the mid term potential more like Paladin than RX .... As for the elephant hunting, if you are good at reading tea leafs all the indicators are there now....I can not say much more now but GLTA..... PS if I were an institution fund I would do some DD quickly..