Ann: Appendix 4C and Quarterly Activities Report, page-34

Well, I missed the announcement when it came out. Thanks for the analysis by others. There is stacks in this report but the paragraph below is more significant than I think some will realize:-


These guys certainly write a good story and there is a lot to digest and there certainly looks to be a lot going on. I do get the feeling though that goalposts have been moving around, which is why the spend is still high. However, if that is positioning themselves for better outcomes, then so be it. They clearly need to oppies to be in play by November, and I am not prepared to take the risk on that one, so favour the heads.

I seem to recall a quote from the Head of Apple about what he wanted Apple to be remembered as, and the answer was as a Healthcare Company

Apple need to be all over these developments if they want to achieve that goal, and the way to do it is buy CDX.