Ann: Atomo and Access Bio renegotiate supply agreements, page-33

I wonder what is the trigger for today's sell-off.

In my view, the business fundamental has not changed. HIV business was never driven by Access Bio but by Viatris to distribute in 135 countries.

It does seem Ag tests in Australia will become an additional income stream for Atomo so I guess more supplies secured at a fixed price cannot be a bad thing? As for Ab tests, terminating the previous contract does not prevent Access Bio from order more devices in future or cancel CLIA for Ab home testing right?

Happy to hear other opinions