I’m wondering how things will turn out for Revenio. ICare held a monopoly position for a very long time. Now the patent has expired, and post-patent price competition has already begun in the United States. OCT is already a competitive field, meaning Revenio won’t gain any special position in that market either. In addition, the completed acquisition brings with it all sorts of disparate operations. After all, it was precisely that intense focus that drove Revenio’s rise. They sold off everything from dairy production lines to rubber dinghies and focused strictly on ICare. And now they’ve gone and bought “rubber dinghies” again. Well, maybe earnings will at least stay at current levels once those “rubber dinghies” are eventually purged.
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