Hi BBN, agreed, I used the word headwind as it needs to be considered, but I don’t see it as a longer term issue, the ease of use will see incumbents being replaced over time. It won’t happen overnight though as I don’t imagine existing stocks of tests and existing contracts for orders being torn up. The initial feedback regarding easy of use DB spoke of was very promising.
Regarding global opportunity, I’m a huge fan of the visualisations here:
Hi BBN, pleased to see your level head on here today. I enjoy your logical thought process and follow your posts on #gdr. It’s just about patience, which is severely lacking. Every Covid board is currently full of panicking and paranoia due to not receiving updates every day. That’s unfortunately what happens on no news days.
GDR have an excellent product, but we’re not first to market and that’s the only headwind. PPs SWOT thread was a good one and I thought it summed it up well. Happy to hold through this volatility. Gl
The posts should be treated based on their individual merits. As noted by LB, a discussion on the LOD, sampling methods and differences between pre-symptomatic, asymptomatic and symptomatic is valid and interesting. Personally, I think our test is an improvement on all the current testing out there as it can be used for mass screening.
Imagine a chart. Along one side are the patients ranging from showing no symptoms to those showing severe symptoms. Along the other axis you have viral load. The reason this is a nightmare is that the scatter graph of people will not show a lovely straight line, it will be exactly that, scattered. The other challenge is when you introduce time since infection in to the equation and if you watched an animation, you’d see the dots representing the people moving in various directions as their viral loads change and as their symptoms develop and fade. A further challenge is the virus moving from the throat towards the lungs, so you have many variables to contend with. To keep things easy don’t try and visualise in that many dimensions. Focus on symptoms versus viral load.
Now, the existing testing methods will miss some of the areas in the chart. They’ll miss some people they should have captured due to poor sampling, they’ll miss others due to them being asymptomatic. The test strip alleviates both these scenarios as it enables mass screening. It won’t cover everyone on the chart, but it’ll cover a greater area than other tests do. That is why it will be in huge demand and a global success in the fight against Covid.
It’s getting complicated, I can see this is a thread started by someone I have in the bin talking about a range of people I have in the bin. I’m not sure if I should agree or not. Ajok is exactly that, but easily ignored as it’s obvious, Mapp is insane and admitted as much earlier and Global is a tedious scumbag that changes his tune with the wind and his position. If you’re planning a top up today, make sure it’s your bin.
Simple as that, just ignore 1 post wonders and bump the decent threads.
Meanwhile, the price movements here are mirrored elsewhere, it’s just market sentiment for any Covid stock that’s awaiting some news. It’s a bit like that game for kids when you give them a sweet and tell them if they wait they can have more. I want more, so I’m patiently waiting for the real game changer.