De nieuwe Antibody Test van AZN, is Novacyt nu wel of niet hierbij??? Mooi uiteenzetting, die mij weer sterkt dit aandeel nog een tijdje vast te blijven houden!
From LSE
Given what is reported in this DM article it seems that when AZN release their antibody test in May that will be the goto test for the government on the Antibody side of things, especially with what has happened with the dodgy Chinese tests the government wont want to be taking any chances with any third parties and will likely stick to their 'in house' tests.
What does this mean for NCYT? Well firstly, NCYT is working with AZN/GSK/Cambridge so will be involved in the process thus anything NCYT manufacturers with the know how from the consortium NCYT will be able to sell to the government and NCYT, along with AZN et al will get first preference. But what this also means is that NCYT will then be able to cross-sell that test to all the customers it is currently selling the Antigen PCR tests to, through the same global distribution networks. Giving us a massive headstart over the likes of AVCT/GDR etc.
And secondly, well secondly given the likes of GDR/AVCT dont yet have an antigen test, we are essentially the only ones, other than Roche, supplying to the global market and, should these competitors attempt to catch up then the time it takes will give us a significant headstart (on top of the one we are already capitalising on) to solidify our position as the go-to company for antigen testing. AS for any antibody tests these other companies attempt to develop well, see point 1.
NCYT is the place to be for any Covid19 antigen testing and for a significant share of antibody testing.