Q2 CC snapshotBusiness Development - nothing dramatic noticed in the industry
- opportunities exist for Big Pharma
- our opportunities remain healthy but nothing new or dramatic
Exelon - loading into the channel from GUD's perspective - should see the effect of that in Q3
Drug shortages in Brazil - small delays (us/competition) but nothing major for us
Political landscape in LATAM - continue to monitor changes in how pharmas are paid on a macro level
- innovative assets and bundling for payers (stategy)
ERP System - live in 8 countries and 20 entities ... will be live in all countries by year end
Commercializing in Brazil in Q3 - Mexico and Chile in Q4
Lots of cash and cashflow for growth
Endo Bankruptcy - opportunity to buy Paladin ?
- Chapter 11 in USA takes a long time
- don't know if they will register for bankruptcy in Canada
- process could take a long time
Drop in Gilead portfolio starting in Q3 - minimal sales going forward with them
Markets back to normal in most countries - will see continued growth including Canada.
- spend will rise - more selling activities starting in Q3
- building a focused Exelon sales force
-----------------
Forgive any errors - went through CC quickly