IIQ 3.16% 49.0¢ inoviq ltd

Thank you for your insight, Dec. Absolutely agree with you that...

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    Thank you for your insight, Dec. Absolutely agree with you that the market is irrational.

    I am one that thinks BD1 will rise well over the next 18-24 months, and particularly the next 9 months. Despite the CEO reassuring me they want to create a marketable product and generate profits, I do have my suspicions about whether they will make it to becoming 'profitable', and whether this or maturity are necessary for BD1's success. If you don't mind, I'll explain why I think that is the case. I really only care about the SubB2M technology, as this is what I think will be the main driver of BD1. Up until 2023, BD1 will be engaged in taking the SubB2M concept into a clinically ready diagnostic to screen for Breast and Ovarian cancers (below).

    https://hotcopper.com.au/data/attachments/3543/3543546-7127b4f48f261a5ebb3ed3586329693f.jpg

    Now, while the assay development and clinical testing will be completed 'in-house', so to speak, the Technical and Clinical Validation and LDT Market Launch will require a Lab partner. I suspect the Lab partner will be one of the major players in the USA like Quest, LabCorp, or Sonic Healthcare. If assay development is a success, and further clinical testing confirms the outstanding (>95%) specificity and selectivity, I believe that there will be major competition between Lab partners - I certainly hope BD1 management approach multiple players to get the best outcome for shareholders. These discussions are either starting to happen or have to happen by early 2022 to get the agreements in place for mid-year Technical and Clinical validation initiation. Obviously this is all just speculation, but I think BD1's technology could drive a large scale buyout offer, because the specificity and selectivity of their technology is market leading compared to competitors (below). If this happens, we could see sharp re-rates of the share price over that time, and given the value of cancer diagnostics globally and BD1's SOI, I anticipate that those re-rates may be large.

    https://hotcopper.com.au/data/attachments/3543/3543623-08584a1de0ab8395e56f74d85421f30c.jpg
    https://hotcopper.com.au/data/attachments/3543/3543629-6d8837b520ba5915c395d7267d62138d.jpg

    Last edited by Mason14: 03/09/21
 
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