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by peter-row
4375 days ago
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FTA, it seems she's front-running some approvals requirements and the sales / payola cycle by running a testing lab as well as developing the tests. To IT people, this is counterintuitive. You don't vertically integrate, you go for a horizontal slice. Intel won by making chips, not making whole systems (like IBM did). I guess vertical integration might make more sense in healthcare though, for regulatory and market reasons. I guess the market might be a bit more like IBM renting out mainframes than Intel selling CPU to OEMs. Also, making the tests cheaper (which is the main thing she's doing) might be unattractive to labs, if cost-plus pricing is popular - existing providers might not want to cut their prices. |
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