RE: Pondering1 Nov 2020 14:22
Yes, pacman, I 've said they will have to outsource to get bigger numbers. I think Ncyt have ten or more manufacturing for them atm.
I don't think LR was even looking to do their own test originally. I reckon it came about when Ncyt didn't extend their agreement for Ygen to do the full kits. That is when I think they decided to do their own test imo.
To be fair to LR he has always firmly said that Covid will only be an 'adjacency' to the core stuff, however I do think he has missed a trick or two with Covid.
I'm just hoping people don't expect any/if govt work to be mahoooosive!
For me, we should be in a stronger position during and post pandemic. We benefit with stronger Covid revenue whilst core dips a bit, then when eventually Covid dips core should come back stronger, so win win!
We do need some news gaps filling though asap!