Total molecular diagnosis market size 6000 cr in india, which includes PCR NGS Arrays etc. Reagents 50-60% of it, and PCR may be 50% (excluding POC tests where 3bbb has no presence) – 2000 cr opportunity size roughly. Excluded Rapid ELISA tests in this, so I might be totally miscalculating this. Others please confirm.
–Indian market (kilpest has export opportunities too), 3bbb has not covered all possible PCR tests, so adjustments needed in this.
Market is competitive and dominated by MNCs.
In a lab, PCR tests costs 1500-2000 or higher and kit CPT (cost per test) is 20-30% of that on an avg. So doctors don’t switch just for cost (covid was exception)
In pathology, two types of machines - Open system and close system.
3bbb makes kits for open system machines.
While Molbio is chip based close system PCR - POC machines mainly used in Gov hospitals to diagnose TB. 4 slot machine usually where u can’t use other cos’ kits.
I mailed management in past regarding such close system POC machines (PCR based, immunofluorescence based) that can be usuful especially at rural levels, but he was not much interested.
I am not sure, but molbio has given order to dixon for some machines.
No meaning of moving into Open system PCR machines as it is dominated by big R&D MNCs. Close system Point of Care (small machines) is only option which Mr Dubey was not ready to explore as it needs whole new talent and team in R&D.
Maintaining quality in whole spactrum of tests and supply as per demand are strengths of 3bbb. Otherwise, not high entry barrier business.
Holding some Free of cost.
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