Originally Posted by
Baa_Baa
PEB has a testing business model that requires tests to be shipped to home base, tested, then the results returned. Does PEB have the capacity to increase testing volume and is the return to home base model sustainable it testing demand increases substantially?
The money flows when the testing ramps up, shareholders need to focus on capacity and capability to meet testing demand, especially now when it looks like demand could increase significantly assuming final hurdles are overcome.
Lots of water left to go under the bridge imo, I’m not breaking out the champagne until I see the company doing something to meet ‘real’ sustained demand, not just a promise of demand, especially with a scaled testing model that is both unstated and on face value unable to scale to meet any significant growth in demand. This is the crux of moving from science to business. Whether PEB have the wherewithal to manage the transition from great science to successful business is far from proven.
Anyway, still great news and long overdue for patient shareholders, nice to see something really encouraging happen for a welcome change from years of disappointment.
Gltah