Investors can be a fickle bunch. While they will happily reward strong growth stories with eye-popping valuation multiples, they can be demanding when it comes to the timing of that growth and the marketing/investment spending that the company has to do to generate it. That's my basic thesis on OraSure (NASDAQ:OSUR), as the shares of this rapid point-of-care (or PoC) testing specialist seem undervalued relative to other diagnostics growth stories.
A Leading Share In HIV
OraSure has already done what many med-techs never do - it has established that it can not only get a test through the FDA and onto the market, but then drive significant market share. OraSure's OraQuick Advance test has over one-quarter of the...
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