ADO 11.5% 2.9¢ anteotech ltd

reasons to own ado n is an ann coming???, page-6

  1. 658 Posts.
    a little chatter with u guys on these deals.

    Ado went from 0.01c to 0.09c on the euphoria of the 1st commercial deal with Bang earlier this year. sp then fluctuate within the rang 0.04-0.07c, in between Ado also signed up with Merck.

    both this are deals are within the Beads manufacturers sector, which according to the company, is forecasting a potential $5-10M in 4 yrs+ time (from earnings off royalty 10-20%).


    imo, re rating way more massive would be in line when Ado announces deals with any of the point of care or IVD suppliers (to my knowledge, IVD suppliers are in a much advanced stage so fingers crossed)

    e reason for a bigger re rating is due to the significance of such a deal. IVD pathology potential annual revenue in 4 yrs+ is in the region of $60-180M. this projection very much over shadows the one provided by the beads manufacturer.

    a deal with one of these (Roche, Siemens, Abbott, Ortho, Beckman, BD, bioMerieux, DiaSorin) will definitely put a rocket to Ado's sp, no doubt.

    although i wouldnt mind seeing Dynal being signed up too, what are ur tots.

 
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