Yes, it is certainly walking a razor's edge. What
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Excellagen, our main revenue-ready product, is dead in the water due to CV. So many other areas require a capital expenditure to get rolling.
Hopefully the NuGen Health foray is going well. Per Sanjay and my discussion on the CC, we should be seeing revs from that effort right about now. But that won't show on the upcoming 10Q. Maybe a PR once the initial target of 5000 patients are enrolled?
There seems to be a surge in attention on diabetes. And we certainly have a lot of items on the docket there once the $ comes in from the NGIO IPO, including AltuCell and all the AZ initiatives. But other suitors haven't come yet. So maybe, between the lack of other suitors and Joe's relationship with the scientists/owners and their desire to be part of a plan that allows the the latitude they're looking for, there is a sense that blowing the horn is worth the risk. What the reward is for blowing that horn again, I'm not sure.
Of course, AltuCell must have their limits. If the NGIO cash-infusion time frame goes much into 2021 or a suitor finally does show up with a "B" next to their offer, it could go away.