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Anonymous 4
Hey I am on Medial • 6m
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.
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