go time for alere - tick tock its go time, page-15

"No one company needs the whole tech itself - Therein lies the value of the IP and the company."

IMO another way of looking at that it's also insurance against takeover. Someone pointed out that everyone has their price, in relation to management and related parties holding a fair whack of ADO.

But a bid must represent fair value in relation to the future earnings of the company.

The key to this is in the commercial value of the set of patents held and under application.

This narrows the class of candidates, who is going to pay for all the categories of applications as fair value if they only want one or two at the most?

To me this is yet another insulation factor which means a LT hold is highly desirable.