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home truths, page-4

  1. 5,184 Posts.
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    I agree that the involvement of 3M could go either way.
    Still, to be involved this long is usually a good indicator.

    If 3M would only be a catalyst as you say for the commitment of other parties, it would still sit right with me.

    It is true that no money changed hands between GSK, the FMCG and OBJ. Agreements are long term though as it is and long term interest always shows prolonged interest, this in turn proves that OBJ has gotten something worth while looking at in detail.

    To sit too long on ones hands though could also have the adverse affect of missing the entry point. Transdermal delivery patches are emerging in increasing numbers and signs of maturing of many deals in the industry from Altea, TPM patch from POH, SmartRelief of NuPathe etc all indicating that this is the time to be invested in this new technology.
    As long as I dont hear news prooving my research regarding OBJ's technology wrong, I stay invested.

    thank you for your points, they make a good read
 
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