chinese ivd company restructure - update ? , page-6

The way I think about it is that ADO are much like a farmer who has invented a new grain.

All the science says it is a far superior grain that will produce a better bread or what have you.

But like commodity producers ADO is at the mercy of the markets (sort of like a farmer is price taker) until enough buyers decide to switch and then ADO become the only supplier because of their patent and recipe being fairly hard to replicate. (There was a discussion in the dim past where apparently one of the individuals who invented MIXNGO admitted to some poster that they probably couldn't replicate it).

So to expect ado to have a dominant position to set deadlines now is a bit far fetched

Of course when alere and Philips get on along with a Chinese IVD trying to take market share the pendulum may swing the other way.

I am happy to wait for the deals to unfold and have comfort in the strength of the managements resolve to improve shareholders returns.