I hold both but mainly IIQ because of their much larger potential with both Exosome technologies as well as their specific comparative to BDX Breast and Ovarian tests.
BDX appears to have a stronger outreach program than IIQ, test results seem comparable and both at similar stages in the development phase towards commercialisation with BDX having a better track record of delivering on time. IIQ was ahead previously. The IIQ test will have an easier pathway to commercialisation being more suitable to commercial labs BDX will have more control, potentially trap more of the margin but a more complex and initially expensive pathway.
IIQ has IMO opinion more upside with its Exosome technology and potential to move in therapeutics.
Merchant funds who I follow sold down BDX and have doubled down on IIQ if that means anything.
I like them both DYOR
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I hold both but mainly IIQ because of their much larger...
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Price($) | Vol. | No. |
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