RE: RNS26 Sep 2020 12:48
The 2 week reference seems slightly unbelievable in my eyes - would they really take 2 weeks finessing language for an RNS (that’s not great if so).
I personally believe (I know to the contrary of company PR..) that DB’s hand was forced....I mentioned yesterday that I posted a link to the updated instructions which referenced BC kit validation that MOILY highlighted on twitter, I think that might have been trigger and maybe plan was to wait a few weeks...who knows, I’ll leave it there.
My concern is BC saliva could drag on, as clearly difficult for good reason, so mentioned before I hope the progress swab automation and get machines evaluated / validated and crack on with initial production sales with saliva being the cherry on cake to take this to the next level.
I expect evaluation lab can self certify test without FDA approval, so hopefully no external dependencies (other than BC), but may be wrong.
I feel per previous post India is close and really needs to land to take pressure off above or if not can see us sliding back (if only for 2-4 weeks) prior to BC further news / FDA / WHO approval. There is also the year end / annual update due, which is maybe what DB was waiting for, but again, not expecting anything material.
So feel we need India - or more short term pain.
Long term still confident, but I too am getting a bit impatient.
PP