biotech - here's a thought that crosses my mind. Nanotech research is a very active field. ADO is sitting on a knife edge in the sense that its position as a player with a nano fixing glue is not unassailable. If ADO can produce the stuff do you suppose they are the only ones with such expertise? What that implies is that ADO need to get customers on board as quickly as they are able - if a rival glue appears tomorrow where does that leave ADO? and why are there only two POC companies interested in Mix&Go? POC is a very dicey technology to the point that Biomerieux decided to dump Philips. ADO IMO does not have all the time in the world to sign up commercial deals, and I still think Philips is using them.
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