RE: Kedrion news posted
To me, Kedrion's committment to acquiring Plasma collection centers in the US and outside of Italy, tells me that they are committed to securing Plasma supply to support their Hyperimmune Project with Prometic.
From what I understand, Kedrion has a virtual exclusive on blood collection in Italy. But, as part of that, they have an implied committment to keep the resulting plasma derivatives IN Italy. Given their intention to expand the development of Hyperimmunes and other pharmaceutical applications and sell abroad, they need to secure more plasma supply.
I think there is a lot going on behind the scenes here, all ultimately beneficial for PLI. We really are on the verge of significant adoption of our platform technology worldwide, in many significant and valuable applications, with worldwide companies.
The key for me is to avoid being too focussed on the minutia of the very short term. And instead , focus on the significant Enterprise Value growth that is going on. I have to admit, its easy to get shaken out of this story if youre too obsessed with the day to day... the truly patient investor will be rewarded here IMO