Back
Anonymous 4
Hey I am on MedialĀ ā¢Ā 5m
As someone who actually used both Cepheid and Truenat systems during COVID (I work in hospital administration), there are significant differences. Cepheid is more user-friendly with fully integrated cartridges but costs 3-4x more per test. Truenat requires more manual steps but is much more cost-effective. In wealthy countries, Cepheid wins easily. In resource-limited settings, Truenat has a massive advantage. The question for investors is where the growth will come from. If Molbio stays focused on emerging markets, they could build a sustainable business. If they try to compete head-on with Cepheid in developed markets, they'll likely fail. Their valuation assumes they'll succeed everywhere, which is unrealistic.
Replies (1)
More like this
Recommendations from Medial
Nimesh Pinnamaneni
Ā ā¢Ā
Helixworks TechnologiesĀ ā¢Ā 5m
From ā¹51 Cr to ā¹1,272 Cr in a yearāthis Indian biotechās revenue chart is insane. š° Molbio is going public targeting ā¹22,000ā24,000 Cr valuation. IPO expected in November 2025, raising ā¹2,200ā2,400 Cr. š¬ Their Truenat platform, is a battery-power
See More
Nimesh Pinnamaneni
Ā ā¢Ā
Helixworks TechnologiesĀ ā¢Ā 5m
Why qPCR & Phenotypic Testing Must Be Displaced? ā Part III This is the third part of a deep dive into why qPCR & phenotypic testing need to be replaced. In Part I, I covered the limitations of current diagnostics & why incremental improvements aren
See More
Chamarti Sreekar
Fcuk imposter syndro...Ā ā¢Ā 6m
The Future is Being Built Right Now ā And This is MASSIVE $20 billion. Thatās the valuation Safe Superintelligence is now chasingāa 4X jump in just a few months. This isnāt just another AI startup raising capital. This is the birth of something monu
See More
Poosarla Sai Karthik
Tech guy with a busi...Ā ā¢Ā 17d
MRF is a ā¹61000 Cr heavyweight. It has dominated Indian tyres and cricket for decades. CEAT, at ā¹15000 Cr, is a quarter of that. But it delivers similar profit margins (MRF: 6.5%, CEAT: 6.6%), comparable return on equity, and pays 4x more in dividen
See MoreAnonymous
Hey I am on MedialĀ ā¢Ā 1y
Secrets and leadership of the biggest consumer banks. DImon Is truly a giant and powerhouse. Who can make, break, follow on and destroy trends in financial markets. Even though his image is of a family man. His power in the financial markets is unm
See MoreChamarti Sreekar
Fcuk imposter syndro...Ā ā¢Ā 26d
At WAIC 2025, Huawei unveiled CloudMatrix 384, a supercomputer powered by 384 Ascend 910C chips delivering 300 petaFLOPS ā nearly 2x faster than Nvidiaās GB200 NVL72. But here's the catch: it consumes 4x more power This move is less about efficie
See More
Download the medial app to read full posts, comements and news.