TTH - I was trying to be helpful to you personally re my PLT references. I raised one positive & one negative of the CareHPV product for PLT - and therefore do not think I displayed a shoulder chip on this occasion at least.
Wouldn't it be fantastic if PLT were to come out with an announcement that Cerviscreen was to be partnered with CareHPV. . . . . There - I've done it again!!!
Anyway - I think that another way of approaching the question of GBI's ultimate market share for PapType is to look at the competitiveness of the product and bearing in mind that it is going to be third to market.
My personal view is that a) If Genera does not do a major licensing / partnership deal then they will be lucky to get 35% market share as it will be too hard to penetrate the market, but that b) if PapType is being well marketed by a Top10 diagnostics player then Decan's market shares look about right.
GBI Price at posting:
51.0¢ Sentiment: Buy Disclosure: Held