Was referring to the Cepheid/FIND offering. It's received a fair whack of general and investor press since mid last year.
I think you're spot on with IGRA - if I understand the test mechanisms correctly, Xpert relies on fingerprinting not cellular response.
Regarding cost, tests using each product wind out to tens-of-dollars a unit. I'm not sure that direct comparison of pricelists is a 'silver bullet' differentiator for purchasers. Especially purchasers in areas without well-established health systems.
My main point was meant to be that QFT sales need to increase to support a $3+ CST sp. Would appreciate your thoughts on timeframe for that.
CST Price at posting:
$2.41 Sentiment: None Disclosure: Not Held
