Flatlander schreef op 6 juli 2021 15:29:
[...]
CGCDLR
I think the synergies between the IVD kit producers, reagent providers and NGS system providers result in natural potential for collaboration and partnerships. If you recall the BCART slideshow showing how few supplies are required for the Idylla system, it is apparent that the system is dependent on no partner provided supplies. A lot of the partnerships that have occurred (Archer -NVTA, Qiagen-Sysmex, ...) have occurred between companies that were already providing components for the testing workflow.
The biggest questions in my mind is whether fast TAT results will become as ingrained in oncology testing as it did in infectious disease, Cepheid grew its franchise on GenExpert, can BCART do the same with Idylla? I keep pointing out niches where Idylla might find more traction. The Covance partnership should be a no brainer since qualifying drug trial participants for a clinical trial would seem to be a good fit for the current RUO authorizations. Emerging markets (particularly in Asia) would also seem to be a good fit since NGS is less prevalent, and the incidence of certain mutations (EGFR) are high enough to warrant destructive testing of a limited amount of sample.
BCART needs the geographic registrations and it needs a killer app (a test where fast TAT of results is really valued) to emerge. It is frustrating to see the current price action, but it is noise, The price got more than cut in half with the distributor stumble in the US, how might it respond with successful registrations in US, China and Japan. In the meantime, the focus on cartridge volumes )especially oncology if they would break it our) coming out or the pandemic is critical. People are coming out of the pandemic seeking treatment for conditions they have delayed treatment, Idylla allows automation of testing at a time that sample volumes are up and labs are trying to socially distance workers. This would seem to be a great tailwind.
Unfortunately, we have to wait for the 1st half results for the next snapshot of the pace of uptake.
FL