I was in NSPH for a while and got out at last pop, sensing that the company was going a different path. It was a MA play for me, but they missed the speculative valuation period. The speculative platform valuation was much higher than the EBIDA based valuation. Where is the troponin test after all these delay? the test is way too expensive to be a legit platform? the more they churn it, the less exciting it will be.
Maybe you should, at the very least, visit their website. It seems they are now a microbiology company. Not sure if troponin is even still in the picture with all the debate of the clinical utility of an "ultra-sensitive" result.
U, your comment is very insightful by defining NSPH as a micoB company, this helps the valuation paradigm. TNI ultra's value was never of commercial in my mind, it's a way for demonstrating the capability of the platform..