Thread by @BigBiteNow

(1/6)
I have finally managed to track down the full Vox markets #GDR video.

"manufacturing capacity with Cytiva, 10,000 tests per hour and clearly the more you work, the longer you run, the more tests you can make."

(2/6)
"£8-10 a test (x96) with 60% gross margin."

"Sensitivity 100%, specificity 98.2%, PPV 99.2% and NPV 100%"

GDR states test has least number of workflow inputs (4) and has ambient shipping/storage, which many competitors cannot offer.

(3/6)
So we have easier use, which gives it competitive advantages, which means it will sell.

Key point in the Q&A ;
"manufacturing is 10,000 per hour, which means you could do 80,000 in an 8 hour working shift."

"can be increased by putting on additional shifts or more people"

(4/6)
"The key thing is what we've got a partner in place with Cytiva and we have agreed that will work together to drive this business."

In my opinion, these guys have a really good product that has arrived into a market place, at just the right time.

(5/6)
Focus will be on lower income markets, which from my earlier tweets, are demonstrated to require significant testing for the medium term.

Therefore GDR have time to get further regulatory approvals in place for places like Africa, India and the Middle East.

(6/6)
What was most important for me was to know that the capacity expansion and willingness is there.

That was heavily hinted at through the 80,000 tests per 8 hour shift comment.

Double it and we are talking 160k tests per day. That's really significant.