9 July'21 - Investors have struggled to find long term money makers from COVID, but has this sector been the one all along?
https://unauthorised investment advice/health/investors-have-struggled-to-find-long-term-money-makers-from-covid-but-has-this-sector-been-the-one-all-along/
Good, short writeup on the ASX pathology sector. There isn't any new info there for us (except the USA info blurb from Lumos CEO maybe?) but whats interesting is seeing in one spot the various ASX companies that are linked to Covid19 surge + being part of the overall health testing changes happening in Australia and globally.
LDX and AT1 portion copied below:
Article also mentions ZNO, CSL, IDT, ACL, SHL, HLS, VRT
Strangely though, the article doesn't list GSS (which does a significant qty of AU Covid19 PCR lab tests) or like ADO (which supplies ingredients for private company Ellume's USA tests and has its own Ag tests)
(disclosure: I have held in CSL for last decade + had ZNO for a time in 2020 + have a small investment in GSS since 2020 + AT1 since 2020)
