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Re: UHD post# 1038

Friday, 07/31/2015 9:04:35 AM

Friday, July 31, 2015 9:04:35 AM

Post# of 3012
UHD, All part of Frost having his different companies work together. It foreshadows either transfer/licensing of the drug/device/process (speaking generically here, depending on the company) or acquisition.

In this case, BLRX was a creation, largely, of TEVA during Frost's tenure. BLRX has proven to be an honest broker, developing and testing compounds and devices for other companies, in this case for COCP/RFS. It can lead to significant revenue downstream for COCP. Would also speculate some interest in Frost acquiring BLRX and merging it into his conglomerate long-term.

I am sitting patiently waiting. I tried to be careful which of Frost's entities I invested in, because they are not all of the same quality and/or stage of development. He has a long-term game plan and I can wait for developments.

All I say is IMHO and not to be construed as investment advice. I know nothing, as informed frequently by my wife.

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