I will be happy when it appears they can sell their 1 mill a month manufacturing. I cannot see a market for the rapid test covid antibodies. It seems no one cares. Mind you, I care. I think the population that have antibodies would be excited to say 'we dont need the vaccine'. But I see no one testing to be able to decline the vaccine or get the health pass from a positive antibody test.
But if one country ANYWHERE went down this path, then we will do really well.
Seems to me we are stuck awaiting the India rapid antigen test and the ongoing HIV rollout. And, of course, Lumos can be big for us. Something needs to break our way. Soooooon?
AT1 FY21 - General Discussion + FA, page-487
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