Ann: Lumos Investor Roadshow Presentation, page-55

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WCS54

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06/02/24

09:53

Post #: 72255878
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Originally posted by Surandy70: ↑

Actually FebriDx is a seasonal product with the bulk of distributors stocking up around September of each year and then topping up as required after that with sales petering out around March.

ViraDx is a crowded market place, although LDX has the advantage of being one of two suppliers with a visual readout. But being so crowded, is it really worth the spend of something like $3m for FDA approval once the EUA is removed?

The strong likelihood is that other products/investments will bring a greater return. There is so much that LDX could be doing had they the means to do so. Will they bring in funding for those other options? At this time (and at this share price) definitely no. Could it happen in the future, it is a possibility although that is for the number crunchers and the board to determine.

The Hologic deal, and future deals with them is where the money is for LDX, no or minimal competitors versus a crowded marketplace.

One advantage of the recently announced deal with Hologic is that there is already a cost code for the diagnostic test as well as a ready made market for it. In order for LDX to get the deal they had to prove that they could replicate the test on their device, hence the company is very confident about this particular deal.

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Appreciate your summary from Meeting yesterday !!

Very informative !

LDX Price at posting: 8.0¢ Sentiment: Hold Disclosure: Held
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Ann: Lumos Investor Roadshow Presentation, page-55

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