If darapladib is found to be successful in a small subset of patients (say with very high enzyme scores = 250), then it becomes a blockbuster to ddxs regardless of darapladib's success in the market. Lp-Pla2 scores can change over time due to disease progression. How would you know your score without periodic testing? With 200m cholesterol tests per year, we have a huge total addressable market w/o needing to touch the general population.
Consider this. For the last 3 years, audc had about $50m to 60m in a/r and inv combined to support about $150m in annual sales. UC is hot and growing exponentially. Their end of voice/lync deployments will be increasing significantly over the next 6 to 9 months. They are simply getting their financing in place for a terrific increase in sales which will result in a corresponding need for cash due to growing a/r and inv. If all of this were to be used for working capital purposes, this would support about a 150 to 200m increase in annual sales. I would not expect them to blow it all on an acquisition binge. However, a bolt on/affordable purchase like the last one would not be beyond consideration.