I've been particularly interested in our relationship with Hologic as stated in other posts. It would make sense if they looked to integrate us and our POC IP, especially if they considered this a viable pillar in medical diagnostics.
Similar to inkjet printers, diagnostics companies use razor and blades model - ie. sell equipment / diagnostic platforms at low margins and make the bulk of their revenues from the sales of consumables like test kits. A lot of pro's and con's of near-patient (and lab) vs point of care solutions, but there's a definite and growing need for the latter even in first world countries.
All speculative of course, and AIMHO. DYOR.
LDX Price at posting:
9.8¢ Sentiment: Buy Disclosure: Held
