Exclusivity with Operon is not what I was looking for, due to their low manufacturing capabilities.
8 million tests annually includes all their pipeline which will not be dropped, of course.
So, very limited manufacturing here.
Most positive elements are forward looking in the ann, namely expansion of Operon's capacity, but not before 2023.
3 years exclusivity for Europe through Operon at such ordering quantities is not enough volume to justify our MC.
all IMO
ADO Price at posting:
34.5¢ Sentiment: Hold Disclosure: Held
