Hologic is a US Based women's healthcare business.
Henry Schein is the major European partner.
The 12 other distributor deals haven't been announced yet. The small fry comment is a bit premature. Personally my comments on that came from the market cap of 1 potential distributor identified on Linkedin.
There are only so many "big name" players in this space. Having one, let alone 2 would be good for LDX. Henry Schein has a market cap of $8.15Billion. The US names which popped up are 2.5 times the size.
Having 12 distributors in the US alone is better than most. Its a positive for me and will be good once they begin announcing anything further in respect of orders or big partners.
Ann: Quarterly Activities/Appendix 4C Cash Flow Report, page-30
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