A2M is SM1’s biggest customer by far. Various sources say the mystery new customer is Abbott. If it is, there’s no way Abbott can replace A2M’s volumes. Not now at least. The sense is that something is foul in the relationship between A2M and SM1 that’s isn’t just about A2M and MVM. Arbitration will be private but I fear the end of SM1 will be litigation that isn’t private. Grab some popcorn
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