I have wondered the end game here. My basic understanding is CU6 have gone with version 2 double molecule approach vs version 1 diagnostics in the market.
so CU6 is a competitive threat to existing encumbants in there future.
But my thought was one of these company's would want to add this to their stable to enhance the offering or cheaply replace version 1 in the future and lead innovation.
TLX has the manufacturing but im guessing it can't do CU vs GA if they looked at CU6. So doent make sense for them. But maybe we will see a strategic placement in here sooner or later like whats happening in the lithium industry.
That will be interesting to watch over the next 12 - 18 months.
Research/Valuation, page-8
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