Someone over on the COCP board had noted to me how a COCP drug was now being developed by BLRX. While BLRX is not per se a Frost company, 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. I would also speculate (pure speculation, no written evidence) some interest in Frost acquiring BLRX and merging it into his OPK conglomerate long-term.
I see this as 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.
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. I have no reason to deride anyone who chooses to invest in all of Frost's companies or different ones than those in which I invest. It's all a matter of taste and investing approach.
All I say is IMHO and not to be construed as investment advice. I know nothing, as informed frequently by my wife.
