1/4
For my sins, I continue to hold my #GDR shares because I believe there is still significantly more value to be had, from their Covid test and in particular their partnership with Beckman, which is now hitting the approximate 6 weeks "ongoing validation" completion target.

2/4
Furthermore, its been so long since GDR announced anything outside Becker, that the percentages say more must be in the pipeline. Think FDA, WHO approvals etc but also the Antibiotic Induced Hearing Loss (AIHL) project, with product launch due for Autumn 2020,

3/4
be it an update is over due on this.

My detailed analysis of AVCT demonstrates to me that the best global Covid testing products, will maintain a solid market for several years.

This thought process amplifies itself for a company such as GDR,

4/4
that has already set its stall out on Africa, which will struggle to gain front end vaccine allocation.

Sometimes the best thing to do is to hold and just let it play out. That's my approach here. Lets see how it develops over the coming weeks.