Doesn't explain why they don't do a JV given the cash flow situation.
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Crickey - can't wait to see this forum episode play out between PEB and the supplier. A rogue employee from the supplier talking bad about the company, providing enough innuendo to identify himself online...
Love it, get the popcorn.
But seriously, appreciate the discussion
Hmm - okay. Well, the science behind all this is well beyond me but $100k is peanuts.
A moat then..! Perhaps it is the inability of the new wiz bang thing to duplicate for others, what our 30 year old process can do! :)
So to the Cxbladder Detect and Triage tests then. My support for PEB lies in the relative performance and likely commercial uptake of these tests. I have come to accept that the road to commercialisation is not a fast one, so am patient. I believe they are ticking off the boxes and have the goods.
Anything you can contribute to this appreciated.