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Re: Gsdubb post# 10932

Thursday, 08/14/2014 6:58:57 PM

Thursday, August 14, 2014 6:58:57 PM

Post# of 106844
Well I've seen that Baxter is "in play"- you've seen me post that they are running trials as indicated on clinicaltrials.gov. The issue there I see is they're the 10 million pound gorilla in the room- but look at their trial updates. They're indicating year(s) for even prelim results- and imagine the money and the size of the staff they can throw at it.

IMO, major pharma/med companies ALWAYS put "in play" a pipeline of any field that shows some "promise"- they have to, in case it breaks big or wide open. All tech is like that. Example: I'm familiar with hard disk tech (long story- details don't matter)- I know for a fact that the two, then largest disc makers in the world, Seagate and Western Digital were years ago- "dabbling" and making strategic investments in all kinds of "storage" technology; flash, crystal solid state, molecular level way out there stuff and they still are today. Why? Cause they know if one of these technologies hits and hits big- they need to be the "player" in it, or suddenly their disc biz is a dinosaur and they are lights out, out of business. This is why Google and Apple and others "buy" what they don't have as it emerges- they can't get left behind and be made obsolete.

So what do I see- I see Baxter for instance, "sprinkling" there R&D money around in fields that are "interesting" and may go "in play" someday, but are quite a ways and many dollars out probably in their view. That's the way I'd "call it" IMO.