ADO 4.76% 2.2¢ anteotech ltd

the ivd market

  1. 3,194 Posts.
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    Found something interesting in the web:

    http://www.reuters.com/article/2009/04/06/idUS158547+06-Apr-2009+BW20090406

    The global in-vitro diagnostics (IVD) market has been growing at a rate of 5%-6% over the last few years and reached $36.5bn in 2007.
    It is forecast to grow at a rate of around 6% over the next few years and reach ~$50.0bn in 2012.
    The IVD market is highly consolidated, with the top ten players holding close to 80% market share.

    Roche is the largest player in the market with market share of approximately 20%.
    It is followed by Siemens and Abbott, both holding approximately 12% market share.

    Sysmex, Bio Rad, J&J (Diagnostics) and Bayer Diabetes have grown at double digit growth rates over the last five years.

    Molecular diagnostics, diabetes care, and emerging markets are the key growth drivers.

    The IVD industry continues to witness extensive consolidation activity due the
    presence of a large number of small players at the bottom end and stiff competition.

    Some of the large in-vivo players have entered the IVD market in the recent past, marking the convergence of the two fields of diagnostics.

    Theranostics is an emerging field in the diagnostics market and a number of
    players are making extensive efforts in the field.

    ____________________________________________________________________________

    So we are playing in a 50 billion USD concert. And this do not include the research market.
    Lets get 10% of the IVD market in the next three years, if only one company will use Mix&Go, maybe exclusively.
    And i am sure with using the Mix&Go technology, this company will gain out the other players...
    Mix&Go is stronger, cheaper, faster and more efficient than everything else on the market.
    So many testers are giving great feedbacks to the company...

    A deal with an IVD company will be very hard to play for us in my view.
    This is not a matter of a few weeks.
    This is maybe possible in the next 6-12 months, if everything works for us.
    But if one of the Top10 will make a deal with ADO, the question will be, is it exclusively? Or is it only a normal open using deal?
    If there will be an exclusively deal, what have they to pay for it?
    A front payment of millions of dollar and forthcomming royalities?
    How the other nine players will react in such a case?
    Or is it better to play an open system?
    And who the hell got the 5 litre Mix&Go?
    (to make it clear: the 5 litre Mix&Go have a value of 50.000 bucks, but the company they worked with that 5 litre, they spent maybe half a million for their tests with Mix&Go)

    Maybe the waiting game will kill us in patience.
    So lets concentrate first on the research market and make the company cashflow positive. Then every holder will be happy and the money will come in the orderbook. This will reward the patience over such a long (personally feeling) time and we all can calm down, make a little bit party and enjoy the way to a multi hundred million biotech company.

    Think about: We are in THE absolutely forward-looking market of the world!
    Healthcare is THE most important thing in the world!
    Everybody of us has only one single health!
    And if the IVD market grows 6% per year, this market will grow up to a 100 billion dollar market within 12 years.

    Are you ready for this ride? Do you want to leave this now?

    Would be glad for some serious discussions.
    Mikro
 
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