Interesting discussion has been going around on Bempedoic Acid in other thread:
https://x.com/rahuja671/status/1771542692213793024
@phreakv6 @Meetkatrodiya …Although Blue Jet has also obtained EC approval for manufacturing API Bempodic Acid, they cannot supply API to Esperion unless there plant is approved by FDA for API.
We know that API supply in case of NCE is a very sticky business, it would not be very easy for Bluejet to become a API supplier also. Intermediates and API are different ball game in my opinion.
If Bempedoic Acid becomes a block buster drug it will further validate and add credibility to the capabilities of Neuland as a reliable CMS partner. It takes decade to reach and achieve this kind of capability and reliability( which will never reflect in current earnings/PE).