RE:In-house knowledgejfm1330 wrote: I looked at recent documents about Thera today on Sedar. Nothing new, but in the Management's discussion and analysis I found this about their acquisition strategy.
"Our third strategic pillar is to expand our business further afield through additional product acquisitions and in-licensing activities that would utilize our infrastructure or build on the in-house knowledge we have developed."
It confirms what I thought about that. They will not necessarilly go for an HIV related drug or even infection related drug. It would be preferable, but they are open to any good product on which they will be able to apply their knowledge in developing a small team for the marketing of niche products.
Sorry, I don’t come up with the same interpretation as you.
Thera would be wise to limit their new drug choice to one that can be used by HIV docs. Given that HIV specialists are generally ID docs, that would mean any meds even peripherally related to infections.
Synergy would be derived from detailing multiple drugs in the same visit.
bfw