Een tweetal onderdelen van de RNS die mij het meest opvallen en waar ik de grootste kansen zie:
'mid nose swabs' & vermelding van de care homes trial
'Testing will be performed using mid-nose nasal swabs, which were found to be effective and well
tolerated compared to the more invasive nasopharyngeal swabs in the interim review of
Queen Mary University of London’s clinical trial in care homes, as announced by the
Company on 16 November 2020.'
Verwijzing naar de private sector, met o.a. werkplekken, sportevenementen, scholen en evenementen. Dat zij nu, halverwege maart, spreken over lange termijn kansen voor een groeiende omzet op dit gebied geeft mij het idee dat dit nog een tijd door zal lopen en Novacyt goed gepositioneerd is met dit product.
'With an active pipeline of opportunities, Novacyt believes the addition of VersaLab™ MPLs
could offer new long-term revenue growth opportunities as the private sector begins to
take control of COVID-19 testing to keep businesses open and running efficiently. Novacyt
is trialling the MPLs with several private testing partners (approved customers of the
government “test-to-release” scheme) at various sites in the UK to support international
travel.
Each MPL is able to process up to 900 COVID-19 samples per day, depending on customer
needs. This throughput model supports multiple use cases such as on-site testing at
workplaces, schools, sporting and music events.'