Flatlander schreef op 20 juni 2019 18:33:
Looks like BCART has entered the summer news doldrums. I'm fine with the company quietly going about their business without fanfare. I've spent a little time researching head to head pathology studies and user testimonials. They are all very positive. I also believe that BCART has more CDx partnerships than any of the other MDx players. There are a lot of NGS competitors but very few Fast TAT PCR IVD devices. I think BCART will do better when they focus on small to midsize hospitals, clinics, labs, etc. The larger research facilities have better access to NGS and can speed NGS results whereas smaller facilities are more dependent on off-site analyses and longer TAT. Again, adoption at these smaller facilities is largely a regulatory exercise (moving from RUO to full clinical approval).
I've added slightly to my holdings on weakness.
FL