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Brian903

04/04/20 12:07 PM

#32868 RE: zhangguangming #32865

Things we will only know when we see the contracts....so until then we can all guess....
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BearNaked

04/04/20 12:11 PM

#32871 RE: zhangguangming #32865

The companies that are the farthest ahead are purely those that have been working longest. You can not throw billions at the problem and expedite the test kit manufacturing, etc.. just like Ventilators.

PRED seemingly got ahead of this long ago, whereas the other major players are newly reacting. That is primarily a function of revenue size in relation to overall business. It made sense for PRED to enter early, given what the ROI meant to them. The big players now have the choice to spend months to develop and qualify, or to partner with the early smaller guys. Makes sense, also why you see the same in other industries (e.g. GM with Cruise Automation).