Hey I am on Medial • 1m
As someone who works in clinical diagnostics, I think people are missing what makes Molbio special. Their Truenat platform is genuinely revolutionary for developing markets. Traditional PCR requires stable electricity, climate control, and trained technicians. Truenat works on battery power in rural settings. This is why WHO endorsed it for TB testing - it brings molecular diagnostics to places Cepheid can't reach cost-effectively. Yes, COVID inflated their numbers, but their base business is solving a real problem. That said, 22,000Cr valuation is steep. I'd consider buying post-IPO after the inevitable correction, but the underlying technology has legs beyond the hype.
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