The economic costs of this virus is unprecedented - the countries that contain are already outperforming economically travel is absolutely out of the question and for the next decade at least - as only the wealthiest countries are able to reliably roll out the vaccine the reality will be testing testing testing - current rules on travel bubbles indicate tests when leaving & test on arrival; this underscores the value proposition of the product it’s ‘essential’
an opportunity that I feel is being lost by government with the unprecedented amount of testing is the ability to gather data on the DNA of colds/flus in addition to covid data
GSS will enter a positive feedback super cycle where the strong and consistent cash flows from the emergency / crisis demand will underpin the rollout of their innovative panels in high value markets ie billion dollar markets
see AVH - half the revenues of GSS and a MC currently of $654 m has been upwards of $1 billion.
