RE:RE:RE:RE:RE:The Comapny Performed, Management disappointed. When the CEO was asked about reformulations at the Whistler conference he kind of laughed it off and said that the population was getting fatter and older. To reformulate a drug for a fatter population (and I don't mean to be offensive, I am repeating the term the CEO used), it would involve adding a compound that made the active ingrediants less likely to cross the cell wall of adipocytes - this would not be a complex thing to do for a chemist. Think of it as a company adding Pyrithione Zinc to your usual shampoo, putting it in a new container, and marketing it as a "New Dandruff Shampoo" just because you added one compound known to cure danduff. That is why I believe that the RBC analyst did not give much credit for these products (I think it was puma, not sure, who questioned why this was). The issue for me is one of transparancy.
select1011 wrote: not even a reformulation - just a dosage increase.