Seeking Alpha: OraSure Seems Too Cheap Relative To Infectious Disease Opportunities

Investors can be a fickle bunch. While they will happily reward strong growth stories with eye-popping valuation multiples, they can be demanding when it comes to the timing of that growth and the marketing/investment spending that the company has to do to generate it. That's my basic thesis on OraSure (OSUR), as the shares of this rapid point-of-care (or PoC) testing specialist seem undervalued relative to other diagnostics growth stories.

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OraSure Seems Too Cheap Relative To Infectious Disease Opportunities

Seeking Alpha: Trinity Biotech Getting A Head-Of-The-Class Multiple

Fellow Seeking Alpha contributor Paul Nouri made a very solid call naming Trinity Biotech (TRIB) a Top Idea back in late June, as the shares have risen about 60% since then. While I do like this under-followed Irish diagnostics specialist, I have to wonder if the stock has gone too far too fast. Even if I assume uncommonly high free cash flow margins and that the company captures one-third of the troponin and BNP testing markets, the numbers just don't work for me right now.

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Trinity Biotech Getting A Head-Of-The-Class Multiple