Ann: Quarterly Update / Appendix 4C, page-171

your research is good.

unsurprisingly government hasn’t been supportive of inaccurate diy rats…sensibly tried to keep considerable separation of association by palming that off to private sector and only conceded on offering a few free in limited circumstances under the immense public pressure. This stance is as strategic as any, as it’d be hard to maintain any credibility after backing diy rats if a couple of months later the TGA withdraws approvals.

for the government to fully get behind rolling out a national poc rat platform they really do need to rely on the TGA being 100% certain there will be no grounds to discontinue the use of the platform.

it’s a shot term pain, but this moat will remain for competitors to wade through, and hopefully ADO has the first mover advantage to establish a considerable stake in any funding and the future market before others follow.

under the current circumstances, rapid sell off, and flood of critical commentary here, it’s easy to lose sight of the bigger picture… which appears will be a monumental paradigm shift in testing unfolding. And so far, ADO is still up the front.