Draft thoughts; edits + comments welcome.
By the end of the year, we will need infrastructure (supply chains, phlebotomy) for testing and vaccinating everyone in the country. We should start that as early as possible, and should avoid bottlenecks managed by a small number of companies.
We need a rolling process for testing a cross-section of residents
We need a framework w/ capacity to test most residents, at O($1)/test
Serology samples: need phlebotomists. fingerprick vs other draw
See: Boston Heart’s test ($5k/d), POC options
PCR samples: saliva vs nasophar options
Note: nasophar requires deep sterilization (see Korean options)
Some new approaches (swabseq) have 10x improvements in precision
Michael Mina, Harvard +
Ethan Garner, related pointers
Identify regions of testing that are most promising; come up w/ diversified portfolio of potential products in the most likely space, support them.
Identify axes of differentiation (cost v scale v time to deploy)
JW - Market eval/analysis; modified growth/share matrix. Assess each of:
Tech / process
Market / substitutes
Logistics / supply chain
Finance / streamline
Politics / social integration
Broad: starting at Color Genomics, then moving into the Broad building?(RH+)
Berkeley: Doudna lab
UW: Virology lab
Eurofins - Boston Heart Diagnostics
How can we test everyone?
Tech: Quick funds
Logistics: Each of int’l shippers into customs, Freight forwarders
Finance: Bridge banks
Insure shipments [that can be held up / seized] w/o tying up funds of ordering clinics/hospitals. Look to wealth mgmt, community banks (letters of credit, reducing friction)
Politics: In MA - former Warren campaign.