Hiya, thanks for the thought. Yes, its definitely a possibility that AT1 is exploring outsourced USA manufacturing via ROA company. It definitely classes itself in the e2e manufacturing zone. It just that one whole container qty sent seems too much for this purpose (ie: 250k+ 'subassembly' components)....if the point is to stand up a new outsourced site that would make its own containers worth of 'sub-assembly' parts in due time.
It feels like its for a test completion line via ROA company - whether a trial run of 250k+ tests (too much though for just 'sample' testing?), maybe for a new US clinical trial (new US partnership?)?.....these are my subjective thoughts, no data yet
To your point about the consignment being 'subassembly' parts, all AT1's Pascal shipments for OEM agreements are labelled this way (you can check my previous posts re: LDX FebriDx test consignments..all tagged as 'Pascal sub-assembly' + even earlier shipments to NG Biotech@Ab tests were labelled the same)..and those shipments were reflected then in same/next Qtr revenue.
anyway, its a good puzzle...something hopefully positive brewing for US biz growth, whatever it might be..
