""Re: Former IDBE boys
by: Sir_Holler 04/13/06 01:29 am
Msg: 104886 of 104887
A diagnostic must meet certain quantitative performance characteristics(eg. time, accuracy, cost), and is not required to pass through: lengthy, expensive, and risky human trials, as a drug. The market opportunity can be very significant(multi-billion dollar), nonetheless. RBM could substantially know, right now, if their technology works, even at this early stage, decreasing risk, while still accessing substantial upside. Since IDBE's management is intimately familiar with the diagnostic business through Velogene(MRSA, VRE), and Tony's former life as a doctor(clinical fit of test system), this filter should also decrease risk(ie. they should have a good idea about what will work). Bastiani also has significant experience in diagnostics.
I see 3M and General Dynamics is involved.
This could have well defined risk despite the early stage, and great upside.
You would want to know the near term catalysts that excite the market and build value. If there are catalysts that only require moving paper we know they will do this very well, with lots of hype.
Posted as a reply to: Msg 104885 by idb94 ""
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