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2005, a pivotal year for Axis-Shield, with strong growth and profitability

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alftupper - Sun, 18 Dec 05 :

Wan

Thanks for your insight and reasoning a lot of which I cannot argue with. what are your views then on a small company developing a single use HbA1C test called quotient Diagnostics - the test I believe is still under development and therefore may fall foul of all the scale up and manufacturing issues that brought about Provalis' demise.

I would view Abbott's endorsement as a double edged sword - over 70% of lab division revenues are generated by abbott - that is in the long term unhealthy for the future of the company. What happens when the Axsym licence expires - it is a name your price scenario.

Keep up the good work with your excellent posts


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