I agree. AMBS doesn't need anything more than ICON in RUO and CLIA markets. They can exploit those markets together both in the US and ex-US. A global agreement with ICON for 10% of the company would be quite valuable. AMBS and ICON could build the value together until a Big Pharma or Big Diagnostics company partners or buys. I think the right thing to do there is to sell or partner to Big Diagnostics. In my opinion, that's why they consider spin out. A Big Diagnostics company would basically buy the smaller AMBS diagnostics spin out to add to their portfolio.
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