RE:The Sales Team mystery As I see it, the only things that support the 'go it alone' theory is the Nasdaq listing (and subsequently, the Crescendo engagement). Unless Seto intends to sell the whole shebang in the market soon after the listing as a way to maximize shareholder value (keyword = timing). That way, no sales dept is required. The Nas listing always comes up as something that they are still pursuing at investor updates so this path has to be taken seriously. Actions that support pre-Nasdaq buyout(s) by a major include lack of sales dept, the Dialco spinoff, two or three known majors with known interest/need for Spectral's products, shyness, others??? A more straightforward path but no need for the Nasdaq talk and Crescendo if this is the path. Also does a simple buyout maximize shareholder value, unless there is a bidding war between the majors or is there already a backroom deal? End game speculation is fun, but what path fits all the puzzle pieces best?
mercedesman wrote: To me the lack of hiring and the lack department buildout ( the go it alone theory) and probably the lack of a small or mid-sized Dialco partnership so far...is probably very bullish and also very telling of the real and most likely endgame.
The fact that Baxter and DaVita are working together to try to fend off the formidable Fresenius in battle is also probably very positive. A new front has opened up in dialysis. Sepsis leads to to AKI. Covid leads to AKI. Two new weapons are being developed and they are coming to the battlefield soon enough. And someone owns the NA rights to both of those weapons. I think certain companies know that these modern weapons could change the course of the war ( with each other and the war on Sepsis, AKI and Yes Covid).
MM