It occurred to me as the discussion on the global deal thread...

It occurred to me as the discussion on the global deal thread veered off track yet again, from global personal care deal to Oxycodone deal, how easy it is to change tracks when discussing POH.

In the industry sector research section of the ASX site, there's an article on what to look for when valuing biotech stocks.
http://www.asx.net.au/research/Valuing-biotech-stocks.htm )

One of the ten points given for consideration is the desirability of a biotech company to have a platform technology. This is assessed as having more potential, more value and less likely volatility. POH could so easily be used as a shining example.

From one platform, there are so many lines. 3M/Oxycodone is considered the main one atm but Harry Rosen and others are known to be keen to head down the Human Insulin line. The dairy farmers among us are keenly interested in movement along the MMA/Bovine Mastitis line. Those with diabetic pets are waiting on the platform for the Novartis/ Animal Insulin line. I'm looking for imminent revenues from the various cosmetic/ personal care product sidelines and my husband is keen for us to get a big brother on board via a CSL/vaccine line. No doubt the topical anti-inflammatory line, commencing with Themis/Diclofenac, will have popularity in many households, including mine.

It really can't be overstated. This is a HUGE platform with many, many lines.