AT1 FY21 - General Discussion + FA, page-1967

Hi Koipond, also enjoyed reading your insights. ( I read it twice ).

"One possible problem I have seen for awhile is that while this company has been fairly good at navigating B2B sales and innovation they may be underinvesting in marketing to everyday consumers of self tests (not even talking about TGA here),"

Take your point. Did you see this posted last week and another a few hours ago?





It's nice to see Atomo creating a new explainer video last week on Twitter. Clearly they want to dig themselves out of the Covid company perception.
And another just today, finally advertising on pharmacy uptake

On the topic of Lower and middle country income tenders.
One point I might add is that global tenders and how they work are a bit of a mystery to me. I hardly think they would have floated if there was no market for the tests or profits to be made. The World Health funds buy tests at a market price that makes it fair for the companies, otherwise where is the sustainability?

In 2020 Atomo sold 226K of tests for 1.12 Million dollars. It's expected that the current procurement is well under what is needed with only 75% HIV infected in Asia and Pacific regions knowing their HIV status.


I am a little more confident than most about HIV. But will the funding be stable?

I respect John Kelly. But here are a few questionable statements. ( I don't think you show respect by drinking someone's cool aid. It's helpful to ask questions. Please don't think I am just belting John without evidence, he's done many incredible things ).

" We have the regulatory approvals we need across the world" Link ( really?
It's hard to market self-tests globally if a company doesn’t have approval at home ).

" The pillars of this business are now established" Link
Um....( According to stock analysts, Covid market demand in Australia is uncertain. Supply chain constraints may slow growth. No, I would not say the pillars of the business are established, but being established ). It may take 3-5 years for this stock to flourish. ( John’s comment and it looks like that is true ).

Good luck holders. Lots of positives, but some questions worth debating.