The recent Atomo presentation reaffirmed my feelings that this is a long term hold (3-5+ years).
Interestingly, John Kelly seemed to encourage all investors to not get lost in the prevailing (and largely policy driven) Rapid Antigen narrative; to focus instead on the developing home testing trends in the US and the HIV business. It was a kind-of "can't see the forest for the trees" moment.
But, who is to blame the investor wanting to see sales? Or progress on (seemingly elusive) international partnerships? Or even a couple of weeks of green candles?
I'm interested in the HIV side - the potential offered in introducing Atomo across 135 countries. I'm also interested in FebriDX and having a look at some of their new swab based products currently registered with IP Australia.
But, all these things take time. And, in the mean time, I like occasionally getting a ping on my phone telling me of some development, or @smalldog announcing some (seemingly) insider secret, or @Roccoroll consistently telling me to buy more, or @FinFree101 telling me of some shipping container going here or there, or @danhoff providing a financial prediction.
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