What about vertical integration? If LL is truly a
Post# of 154067
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Posted On: 07/03/2021 4:05:33 PM
What about vertical integration? If LL is truly a "platform drug" and IncellDX knows a lot about it and how to test for it, and owns patents that relate to it, then it could be a good acquisition.
There could be money to be made from the diagnostics necessary to prescribe proper treatments for a variety of conditions. In fact, we know there is money in this field. We don't really know how good IncellDX is at earning that money.
Price is always negotiable. All the talk of a certain number being "too much" leaves out two facts:
1. We don't have any proof that the number thrown around is accurate
2. We don't know the current or potential revenues of IncellDX (and any patents it might hold, disputable or not).
I believe that there are things about Leronlimab that are yet unknown. Specifically, it works well in some people and not in others. If the biomarker work that IncellDX holds the key to this issue, then it is valuable information. How valuable? I don't know.
Suppose it is the information that would help us design a trial that succeeds. (E.g. "exclude people with this certain biomarker"
. Well, if that is the case, then the information is worth everything that Leronlimab is worth. Because if we can't complete a successful trial, we aren't worth much (actually we are worth $1 billion, which is actually a lot).
Recknor seems to think he is on the cusp of solving the biomarker mystery. (And, I'm not saying the Patterson has already solved it. But, if he has....)
There could be money to be made from the diagnostics necessary to prescribe proper treatments for a variety of conditions. In fact, we know there is money in this field. We don't really know how good IncellDX is at earning that money.
Price is always negotiable. All the talk of a certain number being "too much" leaves out two facts:
1. We don't have any proof that the number thrown around is accurate
2. We don't know the current or potential revenues of IncellDX (and any patents it might hold, disputable or not).
I believe that there are things about Leronlimab that are yet unknown. Specifically, it works well in some people and not in others. If the biomarker work that IncellDX holds the key to this issue, then it is valuable information. How valuable? I don't know.
Suppose it is the information that would help us design a trial that succeeds. (E.g. "exclude people with this certain biomarker"
. Well, if that is the case, then the information is worth everything that Leronlimab is worth. Because if we can't complete a successful trial, we aren't worth much (actually we are worth $1 billion, which is actually a lot). Recknor seems to think he is on the cusp of solving the biomarker mystery. (And, I'm not saying the Patterson has already solved it. But, if he has....)
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