RE: .15 Feb 2020 12:26
@Mikey279 valid points, lots of balls still up in the air. A key question which will directly impact the NCYT share price, is the ability of Primerdesign to scale up their production of kits to deal with unprecedented demand. Some pertinent questions could be: How many kits do they currently have in stock? How many orders of kits do you receive per day? What is the leadtime from order to delivery? Where are the kits manufactured? According to the Primerdesign website they have two sites one in Hampshire and the other near Philadelphia. Presumably orders of kits right now are due to the reactive need for people with symptoms to be tested, in the future hospitals, GP surgeries etc may want a stock on hand to cater for future cases. Just the thoughts of a supply chain/logistics beast. It's clear to see that Investing in #NCYT and #BYOT acts as a hedge against the negative impact of the virus on world markets. GLA