Wednesday, May 05, 2010 1:54:01 PM
F 18 (BMS747158)http://www.lantheus.com/News-Press-2010-0316.html a Novel PET Cardiac Imaging Agent that the Positron guy was talking about they are working on with Lantheus Pharmaceuticals. So my take is that they have a development partnership going on with Lantheus for the PET cardiac imaging agent.
They are already partners with MedAXIOM, TIS and Neusoft. These are the 3 major medical device channel partners and all of the 7000 hospitals, clinics, cardiolabs and nuclear pharmacies are using one or all 3 of these companies to place bids out for procurement. They are very well positioned that is for sure.
HEre is the link to Axiom's website.
http://www.medaxiom.com/leadership_institute/index.html
Notice all of the partners on your left. You can guarantee that they leverage their AXIOM relationship to close more than 1 alliance/partnerships through.
The news conference did give us several new points to digest:
1. The statement of working with Lantheus (new news)
2. The target revenue of $200 Mil within next 18months (new news)
Thirdly, I will bet my panties that one or two of these alliances/partnerships was inked at the recent AXIOM spring conference (apr 16-Apr18) where Positron presented. My take on why they could not name the partner yet today was because the contract is probably not signed/finalized yet. Delays happens all the time. Probably thought is was going to be ready and then yesterday BMR probably heard from Positron that they couldn't name the partner yet hence BMR's cautioning us yesterday. Either way I just loaded more <LOL>
I can wait a month or two.
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