jay, I agree with what you are saying, however, don't discount a signing with bead manufacturers entirely. Dynal hold around a 50% market share of the $1 billion annual industry. If Dr Geoff can sign Dynal it will be a huge coup for Anteo. At a 10% royalty base, I think Bangs is around 20%, Dynal alone could bring in revenue in the range of $50mil annually. This is one of the many big fish the good Doc is trying to land and I am pretty positive Dynal do not want to start losing market share to Merck based on producing an inferior product.
Within the next few months I would love to see Dynal and Roche jump on board. I know Doc Cumming has yet another round the world workathon before years end, who knows how close he is getting to pen on paper? Very exciting times ahead.
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