Hi Captain, your pov is supported by the client's comments in...

Hi Captain, your pov is supported by the client's comments in the December 5th press release:

Karen Capper, Head of Microbiology, Science & Technology, AstraZeneca Pharmaceutical Technology and Development
said:
“We are looking forward to standardising an important part of our environmental monitoring processes with APAS®
Independence. The addition of the Contact Plate application is an important addition to the APAS® portfolio that increases
the usefulness of the system for our laboratories globally. This was a key factor in our decision to extend our global roll out
of the technology across our manufacturing network.”

I think it is fair to assume "standardising" means every manufacturing facility. AstraZeneca has 11 R&D centres in 5 countries and 28 manufacturing sites across 16 countries. Construction of a US$1.5 billion mega manufacturing facility in Singapore commenced in November, 2024; on line 2029.

So how many sales? A few sites could be 0. Some 1. The remainder 2 - 4.
My Estimate would be 50 instruments in addition to the current order.

So when will CCS Pop? AstraZeneca is a huge underwriter of the APAS PharmaQC. However I think one of the Americans will have more immediate influence on our SP. As much as a like the household name impact of Pfizer, I believe Bristol Myers Squibb will be the next roll-out order announced to the market.

GLTAH