Is Co-Diagnostics National Security’s Next Diagnostic Pick?

Following the WHO's declaration of a Public Health Emergency for the Bundibugyo virus Ebola outbreak on May 17, 2026, biodefense diagnostics companies are experiencing significant capital inflows. Co-Diagnostics is positioned as a strategic play due to its decentralized manufacturing network through joint ventures in India (CoSara) and Saudi Arabia (CoMira), which addresses national security demands for localized production. The company is advancing PCR assays for Ebola detection and has near-term catalysts including FDA 510(k) submission and India TB test commercialization in Q3 2026, though the stock's recent 200%+ surge on low float presents both opportunity and volatility.

05/28/2026, 12:07 PM • Investing

OraSure (OSUR) Q1 2026 Earnings Transcript

OraSure Technologies reported Q1 2026 revenue of $27.9 million (4% sequential growth) with diagnostics revenue up 12% sequentially. The company achieved gross margin expansion to 42.3% GAAP and 43.4% non-GAAP through manufacturing insourcing. Despite operating losses of $23.3 million GAAP, the company maintains $177 million in cash with no debt. Key catalysts include two FDA submissions for CT/G rapid self-test and COLI P urine collection device expected for midyear clearance with second-half revenue ramp. Management expects return to breakeven operating cash flow by 2027.

05/06/2026, 6:27 PM • The Motley Fool

OraSure Technologies Appoints John D. Bertrand to its Board of Directors

OraSure Technologies announced the appointment of John D. Bertrand, a healthcare technology executive with AI-enabled diagnostics expertise, to its Board of Directors. The company will seek shareholder approval to declassify its Board at the 2026 Annual Meeting. Following constructive engagement, OraSure entered into a Cooperation Agreement with activist investor Altai Capital Management, which will withdraw its director nominations in exchange for regular strategic discussions with the company's Board and management.

04/16/2026, 8:10 PM • GlobeNewswire

Drug Screening Market Trends 2026–2031: Chromatography and Mass Spectrometry Held a 44.77% Share in 2025 Amid Growing Demand for Advanced Testing, Reports Mordor Intelligence

The global drug screening market is projected to reach USD 20.86 billion by 2031, growing at a CAGR of 16.16%. Chromatography and mass spectrometry technologies dominated with 44.77% market share in 2025. Asia-Pacific is the fastest-growing region, driven by expanding healthcare infrastructure and workplace safety initiatives. Market growth is fueled by increasing adoption across workplaces, healthcare settings, and law enforcement, alongside technological advancements in point-of-care testing and rapid detection devices.

04/03/2026, 3:15 AM • GlobeNewswire

OTC/DTC Infectious Disease Diagnostics Research Report 2026: Market Strategies, Trends, and Forecasts 2025-2029 - Privacy, Digital Access, and Rapid Results Accelerate Adoption

A comprehensive market research report on over-the-counter and direct-to-consumer infectious disease diagnostics forecasts significant growth through 2029, driven by rapid testing technologies, privacy concerns, and digital accessibility. The report analyzes market trends across 15 countries, covering respiratory, STD, UTI, and other infectious disease testing channels, with profiles of 70+ diagnostic companies.

02/03/2026, 8:00 AM • GlobeNewswire

OraSure Technologies Confirms Receipt of Director Nominations from Altai Capital

OraSure Technologies confirmed that activist investor Altai Capital has nominated two candidates, including founder Rishi Bajaj, for election to the company's Board of Directors at the 2026 Annual Meeting. The Board previously interviewed Bajaj but appointed an alternative candidate instead. OraSure highlighted its recent board refreshment with seven departures and three new independent directors added since 2022, including Steven K. Boyd in October 2025 and John P. Kenny as new Chair.

01/15/2026, 1:00 PM • GlobeNewswire

OraSure Submits CT/NG Molecular Self-Test and Colli-Pee™ Urine Collection Device for FDA Review

OraSure Technologies announced the submission of two FDA applications at the end of 2025: one for a rapid molecular self-test for Chlamydia trachomatis and Neisseria gonorrhoeae (CT/NG) that delivers results in approximately 30 minutes, and another for its Colli-Pee at-home urine collection device for STI testing. The CT/NG test addresses a market opportunity exceeding $1.5 billion, with the company positioning these submissions as key milestones in its strategy to decentralize diagnostics and improve healthcare accessibility.

01/05/2026, 8:00 AM • GlobeNewswire