$QDEL I think $QDEL is posed to crush expectations for Q4. Analysts still have consensus at lower than guidance that was given by Bryant - CEO - at Q3 ER forward guidance for Q4. Truth is Bryant and $QDEL is always so damn conservative in any statements, that it's a big deal that Bryant stated that Q4 will look like Q3 - and websites show analyst consensus for Q4 still much lower than Q3. $QDEL was also holding back in signing new clients with their existing commitments against huge demand, but were now considering who to sign - in addition - to long term commitments. I believe this is an opportunity to accumulate shares of $QDEL who is sold out through 2022 and can solidly plan max capacity against huge demand and planned revenue. I think the impact we are seeing is due to low price commitments to Government contracts on At Home testing - BUT, with $QDEL operating efficiency, they are still projected to be 65% Gross Profit Margin! ATM Machine!
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