Agree FP, in my opinion the majors won't be too worried about the smaller players based on their lack ability to effectively penetrate the market. It's a double edged sword for the smaller players. They can't afford the years of trials necessary and/or to pay the ADO scientist $250k to help them make it all work. The big boys do the heavy lifting there and set the precedent. The downside for the small fry is trying to keep up with the streamlined logistics of the true players in the market.
Regardless, this ann has huge potential and could not come at a better time, IMHO. A lot of 'circumstantial momentum' in the next 30-40 days. Josh @ BC, AACC, Site Visit, Philips Minicare demo, etc. Suspect sentiment will continue to rise and hopefully we will get a few more of these types of ann's prior to end of first fy quarter. Nice to see it headed in the right direction and potentially affirming a lot of LT holders convictions.
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Agree FP, in my opinion the majors won't be too worried about...
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