Global NGAL Distribution Agreement, when ?

“When – oh when – will we see a Distribution Agreement ? ”   This must have been the most prominent question on the minds of BioPorto-shareholders this year.

Looking at the debates/discussions/polls here on MI – (The Lesser Evil) it certainly has been the predominant topic (apart from OD and EPO)

One could of course also have asked -” will we ever see a distribution agreement ?” , but with the recent interviews in Medwatch.dk in mind – that questions seems more or less settled.

From a shareholders point of view it is reassuring that it’s now more a question of when – rather than if….

I have looked into the options…

A: Distribution Agreement signed and published end of June

B: Distribution Agreement signed first or second week of July

C: Distribution Agreement signed at the AACC conference 15-19th of July 2012  in LA

D: Distribution Agreement signed during August

E: Distribution Agreement at Kidney Week in late october

lets rule out the latter two – if an agreement was that far off  (E) – then the company would have to say so.. (D) is also quite unlikely – basically beacuse most companies have their summervacation in august..

that leaves three options…

A – well time is running out, and we have been unable to intercept any  “stealth” info or any unusual activity at Grusbakken – I consider it highly unlikely that something happens this week

B –  first/second week July. Could very well be the case given the fact that the Phadia verdict came only a couple of weeks ago

C – AACC july 2012 (third week) – well – its the worlds largest venue for clinical laboratory equipment, and traditionally the meeting point of the whole industry. Exhibitions are nowadays primarily used as marketing tools (rather then sales) – you have the undivided attention of the media, and you have a splendid opportunity to “spread the word…”

I think I’ll settle for C…

I have arranged a small survey/poll – please participate – 🙂