Stephen Simpson, CFA
Long only, growth at reasonable price, value, research analyst

OraSure Seems Too Cheap Relative To Infectious Disease Opportunities

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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