RE:RE:Size & share of the US Dialysis market ?MM - Thanks for all the work to value Dialco for us. I think any of the real shareholders here would applaud your work and agree with your conservative valuation of Dialco at $8.67 per Spectral share. In many ways I think it's a relatively conservative approach and certainly beyond reproach.
Given that PMX/EAA are not included in that value it's not hard to reach a valuation for Spectral approaching $20 per share currently. Dialco approval is a "when not if" while Tigris results ("greatly exceeding expectations") and the Breakthrough Designation cement its value as real and large. Completion of the trial should continue the same results as what's been done to date gives the results so far statistical significance. So $11ish per share for the PMX/EAA segment seems reasonable.
And I agree with Hmmmmmm - whoever is at the Dialco negotiating table will want to wrap up the deal before a wider group of buyers show up with their chequebooks in hand.