ChromaDex Corp. (CDXC)

[frankvestor8]

It does make sense for OPK to acquire CDXC. This is in particular if Niagen does go on to become a blockbuster and a widely-used tool to improve health and reduce sickness. In that extreme case, a lot of pharma businesses (possibly including OPK's) are getting crippled. Not my base case just yet though.

But I actually think CDXC a perfect fit for DSM. It intrigues me that DSM is a strategic investor in CDXC, has someone sitting in CDXC's Scientific Advisory Board, and also has a former executive as CDXC's VP of Sales & Marketing. And CDXC's business fits naturally in a DSM division already!