Great info, TPI1 and Psalty. Thanks!
Even if (or though) Theranos point of care (POC) products are questionable, SHL investors need to be wary of the potentially disruptive effect of POC innovations. It is a huge development with several firms (Philips, Alere, etc) working overtime to get new products out. Incidentally, Anteo Diagnostics (ASX:ADO) is a associated OZ player in this field, although investors are still waiting for ADO to have a break-through partnership (I have a small holding).
Meanwhile, SHL operates in many markets and does more than blood testing. And if/when a comparable POC product comes along, I suspect that (a) it will take time to get through the approval process in several countries and (b) lab-based analysis will still be required for less common diagnostics.
Good value, page-6
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