Agreed DB it is pretty simple if one is open to the big picture! The market sometimes reminds me of that little girl in the movie Willie Wonker and The chocolate Factory who said, Daddeee I want it , and I want it know!
BD1 has enormous potential with these tests and if/when the successful load of the Ovarian Cancer assay is complete in the next few months going by the comp anns then I would suspect the conversation on these threads will be more inline with company milestones rather than ramping for pips. No doubt the SP will take care of itself..
Following the load of the Ovarian caner assay of course will be the Breast Cancer assay to be loaded on Luminex, There would be a certain amount of confidence in that being a success if/when we get there I'd imagine..
The significance of having a partner like Thermofisher is huge for the development and success of Bard my guess is the market has not valued this more from a lack of understanding than anything else.. Really like the Mcdonalds comparison it really does puts things into perspective..
Just a snippet from half yearly report:The Company's business strategy is to leverage its BARD1 Technology to develop diagnostic tests forearly detection of cancer when it can be potentially cured. The Company plans to develop a portfolioof non-invasive diagnostic tests for early detection, diagnosis or monitoring of cancer, conduct clinicalstudies to demonstrate the clinical performance of its BARD1 Tests and enable medical devicemarketing, and then commercialise its products through licensing its diagnostic tests to clinicallaboratory, major diagnostic or
biopharmaceutical partners in the USA, Europe and Asia. Lets hope they are proactive and in discussion with Governments and major players globally, maybe an email or phone call may give some clarification. The next few months for those with patients are going to interesting to say the least. These levels won't last and fomo will at some point kick in imo..
Cheers mate..
(20min delay)