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The Cynical Scribe's Guide to the Top Twenty Suppliers of Infectious Disease Labs • ASM 2023 Edition

Looking for granular and up-to-date intelligence on infectious disease testing in Europe and the US? Contact [email protected] for a Zoom tour of our research.
Horizontales
In 2021 we were #1 in the US and #4 in Europe. During 2022 our Covid revenues were down 58% and our share price was down 15%.
In 2021 we were #11 in the US and #16 in Europe. Our covid revenues were down 36% in 2022 but our overall revenues were up 10% last year, after we bought a piece of Texas. Still our share price was down 20% in 2022.
In 2021 we were #2 in the US and #3 in Europe. Lazy news producers always show canned film of our boxes on TV, so our Covid revenues were actually up 9% during 2022. Still our share price was down 21% last year.
In 2021 we were #4 in the US and #7 in Europe. Our Covid revenues declined but we still expect $1b+ in 2023. Humphrey Bogart once said "We'll always have Paris." Our sales managers say "We'll always have MRSA."
In 2021 we were #6 in the US and #8 in Europe. Bacteriology and syndromic panels were both up 4-5% during 2022. But IA was down 15% and our share price was down 22% last year.
In 2021 we were #9 in both Europe and the US. Then in 2022 our diagnostic revenues were down 30% and we closed our Covid labs in California and England. Our share price was down 27% for the year.
In 2021 we were #3 in the US and #10 in Europe. Our molecular diagnostic revenues were down 18% last year but our share price actually gained 2%.
In 2021 we were #7 in the US and #12 in Europe. Our Covid revenue went from $1,960m in 2021 to $511m in 2022. Still our share price was up 4% - better than any other on this puzzle.
In 2021 we were #13 in Europe and not yet on the market in the US. Our OEM antigen kits brought Siemens nearly all of their 2022 growth in North America.
During 2021 we were #20 in the US and #11 in Europe. Non-covid revenue was up 31% in 2022. Our new ultra-automated molecular system can do 37 syndromic tests, and will soon be tormenting bioMérieux, Roche, and Qiagen.
Verticales
In 2021 we were #15 in the US and # 5 in Europe. Our total diagnostic revenues were up 12% during 2022, because our Covid antigen test was only FDA approved late in 2021. Still our share price was down 34% last year.
In 2021 we were #5 in the US and #1 in Europe. During 2022 our big molecular sales were down 15% while POC revenue was up 17%. Our share price was down 24% last year.
We were #6 in Europe and unranked in the US during 2021. We used some of our Covid windfall to buy Meridian last year. Antigen margins were OK for breakfast; but we want better margins for dinner.
In 2021 we were #8 in the US and #21 in Europe. We used our Covid money to acquire a company with about twice our revenues last year. Now we're #5 in clinical chemistry and #1 in blood bank serology. Our stock was down 36% last year.
In 2021 we were #10 in the US and scarce in Europe. During 2022 our Covid revenues were down 22% and our share price was down 84%. As the prophet Warren Buffet says: "When the tide goes out, we learn who's swimming naked."
In 2021 we were #14 in the US and #17 in Europe. But now liquid handling systems are cheap on eBay, so our AST systems are again our best foot forward in infectious disease testing.
In 2021 we were #17 in the US and #18 in Europe. We paid $137m+ last August for Curiosity Diagnostics and discussed matrimony with one of our digital PCR competitors in October. Our share price was down 43% in 2022.
In 2021 we were #12 in the US and #15 in Europe. Our diagnostics segment grew 3% during 2022. First it was Thermo, then it was Bio-Rad...every two years our staff gets spooked by M&A fears. Our share price was down just 8% last year - only two on this puzzle beat our modest decline.
In 2021 we were #14 in the US and #16 in Europe. Our diagnostic revenues were down 20% last year and our share price was down 27%. Fortunately our blood bank business grew by low double-digits in 2022.
During 2021 we were #19 in both the US and Europe. The swab and media business has seen better days, so now we focus on turning lab techs into Uber drivers with our WASP systems.