....good progressWatched the Webinar...
1) The march towards revenue from Kinlytic seems certain. They were offered multiple chances to couch their language and did not take them. They seem certain.
2) Antigen business will do well, better than pre pandemic levels, and i am sure there will be some margin tweaking......I think its a non issue, and a reliable revenue stream, with some upside potential.
3) QAPS, personally still a bit disappointed in the sales growth here. They continue to say there is tremendous activity in this area, and I think the target for this is greater than 10m for the year, but to be honest, I expected a more sigificant growth curve here. Its much higher margin than the antigen business so this growth is very important to the bottom line.
4) VTM/DXTM....the most defiant I have seen them yet. The last 5 quarters really miss that revenue, and its total absence is a big reason financial performance is not where we hoped it would be...I was very encouraged to hear Cameron say they did not spend all this money, to let it sit idle...whether they work for the government or not....Just instinct but i think this may be the next surprise to the upside for shareholers.
Undervalued for sure, good path when Kinlytic revenues are realized, should be a transformational year. Good luck to those who continue to educate on this board