Yanqui, I agree with your thoughts 100%. I also have been thinking about the stated attempt by Doug to achieve more ongoing royalty payments going forward, and how that would alter YOY revenue comps. If he is successful in achieving his stated ambitions it will definitely affect how we evaluate their numbers and value their settlements.
This is one major advantage of refilling the pipeline with a larger number of high quality assets. One can theorize that with a larger number of assets being potentially prosecuted at any given time (accounting for prosecuting resources), the increased (hopefully) number of cases generating incoming (and recurring) revs will offset the smaller annual amounts from individual cases, and therefore keep the annual revs looking substantial, and growing. Frankly I am optimistic that this new component to the business plan, along with others they are attempting to implement, will fuel growth we will all be happy with.
I also am hopeful that one day, maybe the sector will come back into favor somewhat. BUT...there is ONE positive about the sector falling out of favor that we should remember. IF IF IF management executes, then the sector being in disfavor provides an opportunity for MARA to climb to the top of the heap, due to there being more opportunities out there. Doug has referred to this in previous calls. And this is where Erich comes in. I believe we are in good shape going forward. JMO
News 
Market Data 
Discover 
