RE:RE:RE:Told you soForhandlaren,
I can only agree with you. If Sirona financed the clinical study themselves, they could indeed have invited all interested third parties and not only one. The gain by having the study financed by a third party is negligible compared to a situation of competition among the third parties.
Now, the question is whether terms were negotiated and agreed with the third party ex ante or ex post the execution of the clinical trial. If terms are to be negotiated ex post, then certainly there is a risk that history will once again repeat itself and we will once again see a deal, like the R+F one, that is not very profitable. Time will tell.
The result from the clinical study was launced end of March, deadline for due diligence and negotiations might be end of September, giving the third party a period of 6 months. One can only guess.
Maybee we can expect a NR before November, or not. The Major is likely not in a hurry.