RE:RE:Top Line Tigris Results by April 30, 2025 ?I'm starting to think that CG's closing of Vantive and their closing of Spectral, will happen in sync to each other, maybe not on the exact same day but close to it. I just feel like each one is so important to the other. From the PMX cartridge being so vital in driving the Prismax razor blade model, which drives Prismax into further domination of their ICU CRRT market share, to the very high profit margins of PMX that will reinvigorate Vantive as a growth stock.
The combining of both of these companies is crucial in my opinion, to what Carlyle is trying to do big picture wise. How that plays out is anybodies guess, whether that happens at patient 140 or at full enrollment, I just think that the one is so strongly linked to the other, that they will both close within very short order of each other.
Quickly after that, I see CG/Vantive signing a deal with Toray for the exclusive PMX distribution rights to Europe, and of course owning the worldwide rights to EAA will greatly help CG in getting that deal signed.