i have absolutely no idea about any of this. the conclusion makes sense to me but thats about it. dont understand this market, dont understand the opportunity. out of my depth here. does anyone feel like asking about this in the meeting tonight??? didnt think so...
interestingly Trasylol (Bayer's trade mark version of aprotinin) had peak sales of about 300m in 2006 (200,000 unit sales at what i think was about 1,400 usd per unit). then the product was pulled in 2007 for significant safety problems.
the below article suggests there is another drug on the market now that costs as little as 4USD per unit but there are side effects.
management have not talked about this much so maybe there's little in it. dont know. any thoughts?