Sunday, April 05, 2020 5:13:34 AM
Stanford test will be great. They have invented something that’s already there! Seems pointless but even more pointless, the US has no capacity in the short to medium term to produce any real quantities. Only place in the world that’s starting to function now is China and Predictives partners can produce big volume. Even at that, it will only meet 5% of the demands.
Abbott test is pointless. They can only deliver a few thousand per state and it doesn’t tell you if you have been infected and are ok. It’s a political gimmick , abbot have no interest in it as it’s not a money maker
Every business in the US, every government agency in the US will have to test regularly. How many tests do you think are needed? Now through in the rest of the world! Example amazon looking for 1m per week for their employees https://finance.yahoo.com/news/exclusive-amazon-contact-coronavirus-test-110911269.html
Simple math. If Predictive sell 50m tests worldwide over the next 6 months and make $10 per kit then that’s $500,000,000 profit. Then they can go and do everything the want to do re atrin , endometriosis, women’s health, and database. Has to be $20-$50 a share. Least anyone jump up and down and start shouting about using 50m units as a base line. That’s 1m per state, wellgistics are in all 50 states! How long does 50m units last if you only test once? Now think, how long does it last if you are doing tests weekly? 250k tests per week per state seems lowball to me
Thai is not a first to market race, the EUA will be great news when it comes and it will, the secret to Thai is volume and Predictive have that.
I expect the next few weeks to be full of big news items in multiple areas and also I expect another Hindenburg attack, they are buried and have to strike back. Problem is this time, they will get run over!!
Fun weeks ahead,
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