Posted On: 01/03/2015 2:30:24 PM
Post# of 9145
Now that we know the N-Assay patent is being allowed, investors should consider its value as an asset to the Company. Market cap of the Company @ $0.05 per share is $6.85M. From Mach's analysis on post no. 181:
That's JUST for 20% of the market for ONLY GBS.
The next obvious consideration is how likely is it that the N-Assay will be adopted by the market over the established technologies? The data has been published and presented. We await the paper in a peer reviewed journal. What will the next basher line be? That the paper was supposed to come out last year? That's fine. Let them have that because we know it is o ly a temporary refuge for them.
Final thought. I've wondered why the Company hasn't made more noise in their market about their N-Assay. Perhaps now that they know the patent is being allowed, they will be more aggressive about it.
Quote:
In this scenario involving capturing only 20 % of the US Group B Strep (GBS) market of 5 million tests annually, the total gross revenues are $200 million, production and operating costs $42.5 million and net revenues $157.5 million.
That's JUST for 20% of the market for ONLY GBS.
The next obvious consideration is how likely is it that the N-Assay will be adopted by the market over the established technologies? The data has been published and presented. We await the paper in a peer reviewed journal. What will the next basher line be? That the paper was supposed to come out last year? That's fine. Let them have that because we know it is o ly a temporary refuge for them.
Final thought. I've wondered why the Company hasn't made more noise in their market about their N-Assay. Perhaps now that they know the patent is being allowed, they will be more aggressive about it.
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