RE: Question ?25 Oct 2020 11:44
Pedrolancaster, I am invested here as I do not accept the notion of covid competion. All good tests win for their shareholders. Also the market cap here at BRH is very attractive.
I am invested in Avacta as Avacta has other avenues of growth, notably CANCER precision treatment! I still want to see rollout of the LFT, but timeframes are moving. Vaccination may be available in April 2021. It may not be. Either way testing is required regardless. Which type of testing? I am arguing all types including the Avacta LFT. Will Avacta's sales be as big as initially assumed? Perhaps, but perhaps not.
When Covid19 unwinds, the lack of treatment for other medical conditions will become apparent. Cancer treatment gas been postponed during covid.
In a pandemic all covid tests are needed, PCR, LAMP, LFT, Crispr, Carl's Test, sewerage tests etc.
Billions are required!
I suppose my investment here is a hedge.
The market cap here is attractive. It's also not good to have all you investments in one share!
Wrt covid stocks...
Novacyt tests will be needed regardless. They work and SELL internationally!! Hence, the growth in their share price.
This is a world wide issue, so the bigger picture is needed, not solely the UK.
A fast, sensitive, specific test is a benefit to the arsenal in the pandemic war against covid19.
Thats what I see in Carl's test. The PoC was a binary outcome. Carl's test works. So willing to wait for clinical validation, development and rollout! This could explode from sub £12M to £x00M. If it does then LTH here will be rewarded.
Face masks are a bonus (though from Nov 5th more for RMS).
How much is an antiviral mask or gown?
£10-50 for an antiviral Face mask?
£10-25 for an antiviral gown?
Sales could explode here, just as Novacyt sold their Primerdesign test assay! Follow the money!!
At the start, covid19 was all about test, test, test. It still is and unfortunately, probably always will be!!
PPE of the best antiviral textile materials will be a procurement necessity! We relied on China as our answer to JIT globalisation. This will end. Local control of strategic suppliers will now be required.
BRH and RMS look good investments to me at the market caps today!!
GLA.
DYOR
Test, test, test
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