Diasorin rises after Fda OK for first test on Liaison Nes platform
The go-ahead from the Food and Drug Administration arrives on schedule for the company, which thus expands its molecular offerings. Equita forecasts a contribution of around 10 million in 2026 and 25 million in 2027
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(Il Sole 24 Ore Radiocor) - Purchases on Diasorin at Piazza Affari, where the company's stock posted the best performance of the Ftse Mib. The shares, the trading rooms explained, benefited from the green light from the US Food and drug administration (Fda) for the first test on the Liaison Nes platform.
In detail, Diasorin announced that it has received '510(k) and Clia-waiver clearance from the US Food and Drug Administration (Fda) for its first test, the Flu A/B panel, Rsv & Covid-19, to be used on the Liaison Nes platform'. Liaison Nes, the company points out, 'is a next-generation point-of-care molecular diagnostics platform designed to bring laboratory-quality testing closer to patients by combining speed, accuracy and ease-of-use in a compact, fully automated device that allows healthcare professionals to perform molecular tests in close proximity to the patient without the need for specialised laboratory personnel'. The first test available on Liaison Nes detects and differentiates influenza A, influenza B, Rsv and Sars-CoV-2, but 'further tests are planned for other clinically relevant infectious diseases'.
The Fda's approval, note Equita analysts, "comesin line with the timeline indicated by the company" and is "positive" news because it "allows the commercial launch of the new platform" and, "with the launch of the Liaison Nes, Diasorin further expands its molecular offering entering the point-of-care segment for the first time, which offers significant growth opportunities". "In our current estimates," the experts add, "we assume a contribution of around 10million in 2026 (less than 1% of group revenues) and around 25million in 2027 from the Liaison Nes.
The experts, however, note that BioMerieux's competing SpotFire platform "has shown a more robust performance, generating 95 million sales in 2024 (first full year of commercialisation after launch in 2023) and targeting over 400 million sales within four years". The go-ahead for Liaison Nes, according to Banca Akros, was expected in the first quarter of 2026 and has therefore come 'more quickly than expected'. "It is therefore positive news," the experts point out, "because it can support, together with all the tests on Liaison Plex, the expected revenue growth of the molecular diagnostics division.
