This is a presentation of a CEO brimming with confidence.
On Astra Zeneca
"expect standardize APAS throughout their largest manufacturing sites globally"
"....following to what expect to be a positive validation process completed"
A quick google saying Astra Zeneca has 28 manufacturing sites across 16 countries
$1m revenue per machine or $450k up front with the balance recurring
One to two machines per site.
In answer to their competition with questions at the end, their edge is allowing customer to leverage the use of existing infrastructure with APAS, as opposed to rolling out a whole new system, thereby saving costs, which is what led to Astra choosing them over competitors in the first place
"A lot of skin in the game" in his own words following the dec 2023 raise. Shared that in other post, and dug a bit deeper, you can find out who loaded up there by looking at top 20 option holders, and a lot of them are also top 20 holders. I think there will be a real surprise here next Annual report just how much of LBT is locked up in the top 20 following that raise, whilst diluting the tripe out of everyone else.
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This is a presentation of a CEO brimming with confidence.On...
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