I view LDX like this FWIW
BARDA want this to happen, the 12 month trial as far as I can ascertain, is to see
if Doctors can properly execute a test as difficult as a Covid or Pregnancy one
(happy to be corrected if this is wrong), if the trial is successful
then TAM expands to 1.7 Billion USD or 2.5 Billion AUD , if they can get 10%(and they have
zero competition) of thismarket then 250 million AUD revenue a year. I've bought for 50 cents.
Annie said given their observations of previous trials they are very confident this one will be successful.
If its not there's a lot of Doctors who need to be struck off - this part is my thoughts not Annies
They said they will provide updates on the trial, I'm thinking it might slowly run up like BOT
did which was another high probability outcome.
If things are going well is there any chance they could end the trial early...?
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