$QTNT in addition to my 2 recent posts below, note that consensus rev estimates for FY 3/21 is $36 mm and for FY 3/21 is $68.1 mm Qtnt has already guided to $32-34 mm in 3/21 revs JUST FROM ITS REAGENT biz. If they run 25 machines at 1/3 of 3,000 per day capacity, they would book $137 mm in added Covid sales if priced at $15 and an added $183 mm if priced at $20 And as noted, the incremental margins likely 90% plus And the blood transfusion diagnostics revs also start kicking in in first calendar qtr of 2021 (FY Q4) Pretty obvious qtnt should blow away consensus estimates. By a country mile.
  • 3
3 Likes