You raised a good point - their business model is a mixed of everything. I think the value I see from this annoucement is that EMD can leverage its current business model (using other products to provide clinical care in their clinics) to the research and development phase. A lot of the R&D requires real-world clinical information and the feasibility data. Often the R&D in the lab is mainly theoretical, and it is very hard to translate that result into a real-world settings. So I guess once they have enough clinical data they collected in the clinics, this will faciliate the process in pivotting the development of clinical trials and ensuring their products meet the guidelines and policies in place.
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