Yeah POH do look very very good in their product line up, could also be extreamly game changing in times ahead, lots of similarly capable products as OBJ, but from what i can see it doesn't seem to have anything capable of controlling the delivery rate of the drug like OBJ's patch does, plus its 3 years away from commercialization as well by the sounds of it. All in all they are a good player, but somewhat chasing OBJ at this time. None the less its good competition to make sure people get the ball moving here and not wait.
Its also not impossible for POH to complementary to OBJ. If OBJ can prove the patch to be superior to anything POH has, then licensing to them or their DDS supplier could prove one big combination. Just a dream here, but would be interesting if this was the possible 3rd player people guess at:)
Kinda interesting timing though that OBJ are looking to get this on the market soon, LOI just released, 3m Interested, and now a press release for a new drug via a patch that's still 3 years off. Lots of co-incidences there. But prob just that and nothing more.
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