Share
620 Posts.
lightbulb Created with Sketch. 93
clock Created with Sketch.
02/02/22
16:59
Share
Originally posted by hilzi:
↑
I have been following the RAP saga for 2 years now and have been an enthusiastic, very nervous, highly concerned / frustrated and as of late very pleased shareholder. It really looks like we are starting to turn corners. Right now, I see a very positive trajectory for the company and agree with the excitement posted by others. Two concerns currently make me a bit hesitant to invest more in RAP, which is already quite overweight in my humble portfolio - would be interested in others' opinions: (1) $124k Q2 revenue is great, but what if the majority is an advance payment from J&J and the whole Telehealth pipeline is growing at a much lower rate as many are thinking here? (2) Covid screening sounds like a real opportunity, fingers crossed on the data. But if that is positive, how would a globally scalable platform be developed to process all those potential tests? This is way beyond RAP's means, so in best case would require a JV partner. In worst (but still good) case RAP might become a takeover candidate at a SP quite far south of some of the poster's dreams... As I said, I don't want to sound negative, when I feel more positive about this investment than I ever have. But would like to get more thoughts on those areas of potential concern...
Expand
Re: point two - wouldn't it be on the Iphone/phone that your results come up - it wouldn't need processing - it would be instant I would assume. Like a RAT test gives you the line - you don't need to process or submit that.