I agree eventually this could be good news but the writing has been on the wall for NIK AT LEAST in the drug detector market so I don't really see this as ground breaking news if you know what I mean.
What BAE was shopping for I don't know but you can bet they have been circling for quite some time while they got there numbers right and approached with homework in hand.
I don't see BAE putting more muscle into our market at $88 a share they will be looking for ways to save capital and consolidate so AH can be incorporated into BAE in a cash positive light. If NIK is in trouble I don't know but they are now certainly under pressure from new owners to prove there worth. In this vein perhaps the lobbyists for Identa just won a big battle but the war is far from over.
What I do find curious is the timing of the promotion for Identa around the AH takeover. The air is definitely beginning to clear I'll have an indepth weather report later ;-)
"but also it would also raise questions about how Identa can be profitable if a large competitor could not be."
Simple even NIK is still much larger. Identa doesn't have the overhead NIK did which will now be closely scrutinized by BAE's bean counters. AH is being bought out for reasons unknown but often one is poor money management. It always amazed me how the NIK kit with it's inherent inaccuracies and need for further expensive lab testing ever managed to stay in the business. They seemed very cost ineffective at least in drug kits I forget now what all else they have going for them.
The new pressure on NIK might explain why the decision for the inventor to tag along with Yaacov. Not sure but think that is the first time they have toured the US in tandem. The lobbyists could be signalling to go for the throat now, with NIK off balance it's a good time to get the shingle out.
Aiming4 only Frequently,a company does not have the resources to finance a patent infringement suit. It is not uncommon for a larger company to buy them out just for the right to fight for patent royalties. For a notorius example, check out the recent litigation history of Inverness. Was NIK bought out at a favorable price because it had a meritorius case for patent infringement?
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