M /// schreef op 6 april 2020 20:24:
Personally I think Biocartis should invest in its infectious disease pipeline. However it should be part of a solid marketing strategy and not based on opportunities. The Ebola test was driven by Rudi Pauwels who has written history before Tibotec was bought by JNJ. It did generate sales but the critical mass in assays was to small. But where do you start. BCART doesn’t have unlimited resources.
But think about what Idylla can offer if you would decentralize the triage and create an international diagnostic grid. Anonymus for all I care, but real-time. I can assure you with the precision PCR can offer, the ease of use of Idylla and the idea of creating a 2.0 GP ... you would solve a lot of challenges we are facing today. And although Covid-19 already is a dangerous virus due to various reasons, it can be worse.
I think this event should make policy makers and health care professionals re-think about the value of testing.
Everybody is focusing on oncology because that sounds sexy to a lot of institutional investors, but please do not forget infectious diseases. I think the latest developments & partnerships are promising for a bright future for Biocartis! They should pick a fight with the big suppliers of central labs, but re-invent the model of diagnostic testing and monitoring. And a well trained GP can do so much more than just ‘guessing’ with the right tools.
Keep safe!