Product lines24 Jun 2021 23:16
No news yet eh, but i think ref the current products I'll hazard a few guesses for the sake of it, not expecting agreement. All jmo
Cov 96 - BC will sell imo, currently with only notification in smaller amounts in the US, and are marketing elsewhere (i.e. EU countries). With EUA I think the numbers will be quite significant. To note the PCR market for Covid is long term and this is also in the PHE framework. Margins are high.
HCV - this is a longtermer, but is not currently being helped by the focus on Covid. Nonetheless, there is a focus on tackling HCV globally, especially by NGOs. It's what is needed in decentralised settings where the need is most acute. Let's hope we get further details on the UNICEF LTA that appeared. Imo this has potential to develop into a good steady revenue stream, and looks like we might be nearer to sales. In PHE but I see the 'developing' world market through the likes of UN and NGOs as very interesting. Those guys have deep pockets.
AIHL - another long termer (theme here). Personally no doubt it'll sell due to its uniqueness and guidelines for managing AIHL appearing here and across the pond. Should be a significant revenue stream. This one focussed on 'developed' world initially. Again in PHE.
TB PoC in same position as HCV once it appears.
Military, who knows...but at least it's with distributor MH and was designed to US DoD req afaik and their budget isn't small so if they like/need it should sell
Covid PoC - hope we finally see it....when we do, yet another longtermer for decentralised settings both in developed and undeveloped regions. Huge potential. Covid is going to need accurate testing for for years (as pointed out the other day, yes, we test for influenza and likely always will), and this brings it anywhere any time.
This co has products that aren't flash in the pan. They all have long term markets. Potential for transformation is very good here imo