well, other than the financials...we should expect some news or updates on Monday...at least I am expecting this.....if not in main preso, during Q&A:
- status of the 500k manufacturing scale up (due Aug2020)..which will tell me if we going to be on track for 1m/Jan21 goal..
- status/progress of its traditional markets (HIV, malaria, other OEM supply)
- status of NG Biotech RDTs, maybe not exceeding any material cap levels but a 'feeling' how this going (last update was couple months ago)
- status of Access Bio RDTs (not supplying USA yet but it was planned to be sold in other geos eg: Brazil
- status (even if in progress) for respective regulatory approvals intended (Access Bio@ USA, AT1@ AU + other SE Asian geos)
+
- maybe..just maybe..an update if submission has made to Peter Doherty Institute (as planned)..since PDI is tasked with assessing for AU TGA/govnt how RDTs are best positioned to be utilised across the testing landscape + future infection control/vaccine delivery etc...
+
would be nice to get some indicator of incoming revenue run rate for the Covid19 test kits. Even a $ range as we know already for HIV, malaria kits etc..
I can't find any indicative pricing on Covid19 RDTs with AT1 devices.....no doubt commercial in confidence since its almost all B2B/B2gov type deals.
NG Biotech seems to be marketing through pharamacies, doctors, nursing homes etc in EU (in addition to its gov/defence deals), so there is a commercial price range there......so far no news article globally indicating such price points (or comparing to other test kits).
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