@benlinzm
No, its not a concern at all that Lumos is becoming a competitor. The pending AT1-Lumos FebriDx test supply contracts are expected in 2021. The last few years have all been about FebriDx test dev, doing many clinical trials, gaining multiple geo health approval + recently getting bonus awareness and usage for Covid19 related filtering (UK, Canada, EU).
Other posters + myself have posted about these topics many times for last 9mths (general discussion + media threads) about the past journey + strategy ahead.
CY21, Lumos is trying for US FDA approval (US based clinical trials done/almost done)...which are the final geo for market approval. Its secured almost all the other worth approvals globally already. AT1 + Lumos will mutually seek to lock in supply + cost biz arrangements - that's very logical assumption + good biz sense for a growing market segment (Covid19 filtering + the far, far large antiviral/bacterial test market).
Lumos is already several months into a solid expansion, manufacturing + hiring ramp-up + its planned ASX IPO sometime.....so I expect an updated partnership supply agreement anytime in CY21 to cement the relationship.
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