1sharetrader1,
Thanks for this. Legendary effort! We definitely got some solid necessary answers.
I'm a bit confused about "applications" vs products.
Good to know there will be no consolidation.
The tech has been introduced to dozens of companies. That's obviously not good enough. Let's have a CR and get some marketing happening. But "too early to hire more personnel." That doesn't make sense. Too early to increase marketing when they have only reached dozens of companies over the years? There's a danger of them being too late if it keeps dragging on. Competitors could pop up.
No abandoned programs is good.
No deals yet, so the theory that a deal was done a year ago is gone. No more Ariel.
"Negotiations in the usa should be concluded over the next few months." That would be the JDA, I presume. Don't expect $$$, I reckon. Probably something like the GSK "exclusivity" deal.
Awesome:
"Patches will be offered to partners with a 5 to 10 year shelf life."
Doubly awesome:
"There was a 30 fold permitation increase for a cancer drug(ala?)that was tested with a partners product that they were having problems with permitation.
Whole new commercial products are being looked at with cosmetic clients that have been having trouble with permitation(home facials?)"
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