R2, I agree with your speculation re PGLC, except it's just a more massive acquisition of precious metal resources under one shell - which Frost/Honing could then trade for something else. I would expect some of the entities near the Pershing mine in NV also own resources in Mexico. That could result in more consolidation and expansion in NV under PGLC and someone else adding to their holdings in Mexico. Perhaps one of our cohorts on the board will have that information.
On the biotech aspect of the deal, there we go more to the heart of Frost's interest. I can see the Sci-Vac resources going public thru the Levon shell and ultimately rolled up within Opko. This is gold to Dr Frost.
All I say is IMHO and not to be construed as investment advice. I know nothing, as informed frequently by my wife.
