The four deals we have signed with Major Pharma, Eddingpharm,Teva,Strides and Mitsubishi all have one common theme. Suda will manufacture and supply the product. I was wondering if anyone has a view on this regarding its impact on the revenue stream. I can see distinct advantages. Earnings will be created at the initial supply point, and therefore before royalty on invoiced sales, in the various markets. Suda will have a clear picture of the product uptake based on the manufacturing orders. They will be less dependent and less vulnerable for revenue on the third parties payment time frames and their suggested sales figures. It is in a effect a marker to the audit process. For Zolpimist, it should be significant earlier revenue, as all of these territories should be ready to market in 2019. From a competitive viewpoint, these majors will be looking at Suda's manufacturing potential and wondering why they don't buy the company lock stock and barrel. Any thoughts?
SUD Price at posting:
0.6¢ Sentiment: Hold Disclosure: Held
