RE: A Decade of Testing5 Dec 2021 07:19
Irrespective of what the naysayers and those with short positions or down spread bets post, the fact is that the covid virus is going to continue to mutate. That’s what viruses do, and we will need to keep testing and identify those changes.
Establishing a solid Diagnostics infrastructure has become essential as a result. Fundamentally Novacyt is in the strongest position to capitalise on this.
Its tests are validated and approved, it has an established network, World class Bioinformatics, market leading R&D and is the ONLY one in the sector profitable.
Let’s face facts here, there will NOT be a zero Covid strategy going forwards
Even if you are vaccinated, the virus is going to keep coming back. The best we can hope for is that when it comes back, it’s in a milder form. So, realistically the end game we hope for is that it becomes more flu like, then we will have good years and bad years BUT we will need to keep testing as a result to stay ahead of it.
Some countries just won’t get the vaccine take up rates they need and will be a hot bed for further mutations. Heck even here in the UK 25% of our population remains unvaccinated. Only 68% is double vaccinated and imo that percentage will come down in the future because some just won't keep going back every six months for vaccine upgrades.
We will see how events unfold, but Omicron or not, another will replace that one hence, I agree with the Times view that we are in for a decade of testing. We must learn to live with this virus and testing, identification of new variants, mapping and vaccine modification are all part of that equation.
Novacyts value will ultimately be significantly higher as a result
GLA
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