I think, as John said, any Schmo can work out the revenue from...

I think, as John said, any Schmo can work out the revenue from the covid-19 agreement with Access Bio.

My below analysis shows COVID Business ALONE will generate revenue of $6 to $7 million (Total) over the Jun30 Q and Sep30 Q. I dont know how it will split, of course.


From the fy20 report we have (this is from a similar agreement with NGBiotech (now defunct))


Interestingly, in the fy20, they said the (now defunct) 1.9 mill contract with NGBiotech had 'ordered 1.75 mill units'; but we see only 1.08 mill units were in revenued in 2nd half fy20 (see above snip from fy20 report), and 0.7 mill units in 1st half fy21;

The new 'replacement' agreement with AccessBio for 2 mill units, will obviously, generate approx $7 mill revenue between Aug20 and 30Sep21; but the first revenue was only 259k units = $800k were revenued in Q3 (see pic in my above post); so that leaves approx $6 mill in covid revenue from AccessBio to be spread over this Jun30 Q and the Sep30 Q.

That does not take into account this snip from the last half yearly (H1 FY21)



This all explains the low covid revenue $ from the prior quarter. The NGBiotech was all filled by Dec31 Q. And the AccessBio had not yet kicked in - not even yet... it will be this Q and next Q.