Doc, gotta say your views summarized there are pretty much the exact same thoughts I've had. If you analyze all the PR's, Newsom endorsement, and read between the lines, there's a very sound biz plan and intriguing picture being painted.

I am also in agreement on BBio. I don't think they'll initially contribute much to the bottom line (almost forgot Yak and Yeti, those belong to Hoye and Apel), but they are something of a lotto ticket built-in to the company. They may eventually cure and treat cancer.