Dude, not discounting LBT, I think it's got legs, and FDA-approved 'first-mover' advantage in the 'clinical-AI' space...
've posted previously, it'll be a 'long' play, as labs globally will already have RoI models on previous 'lab infrastructure' with 3-5 year life-cycles, so I';d susupect, even with global traction, it'll be 18-14 mths before we see some 'real' sales-volumes, as most global-lab 'cycles' won't be aligned to LBT becoming the '#1 nameplate-supplier', there'll be a few...
I'll keep my existing holding for now, then perhaps 'average-down' when I start to see some solid 'price-action' in play....
ML
Ann: First Commercial Sale of APAS Independence, page-37
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