Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Bosco & Crossy's stock picks,talk area -- Ignore unavailable to you. Want to Upgrade?

To: Sleepman who wrote (3280)	2/12/2003 12:48:23 PM
From: Crossy	Respond to of 37387

re: DRUG.OB (Dragon Pharma) I expect similar deals in all of the off-patent market that the company announced to target. That's the real nice thing if you are the low-cost producer in the game. It could turn out that DRUG.OB might become the official supplier for the main EPO producer also (think it's AMGEN) once they become off-patent and receive an ANDA by the FDA in 2004-2005. In this way, Amgen can keep its "branded" product extra margin while Dragon captures the classic generics margin on the biggest part of the pie. Just a stipulation of mine but certainly a possibility down the road.. rgrds CROSSY