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Anyone want to talk short/intermediate term plays on COVID testing stocks?

US has ramped up to about 700 COVID tests per day but here it says we are going to shoot for 6 million/day by end of the year.

I could see a lot of industries testing their workers weekly.

Even at 6 million/day it would take 2 months to theoretically test everyone once.

I think this is going to be a gold rush for some companies. Anyone have winners in mind?

I have large positions in QDEL and OPK, looking for smaller companies that are possibly already in the game and may blow out Q2 earnings or guide high on Q3 earnings.... I am looking at these and maybe vaccine companies that will get revenue right away, vs pharma companies trying to get drugs approved and then widely used after people become sick. NY has shown that distancing will help bring hospital utilization down so I don't know how much profit there will be in covid pharma stocks.
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