Note: This information is un-verified by AT1 company directly(I don't plan to ask them until next Q&A opp but of course any SH can do so).13 Nov'20: AccBio partner Q1'FY21 report (KRX) (in Korean)
http://dart.fss.or.kr/dsaf001/main.do?rcpNo=20201113000683I won't go through the whole report here as it is all AccBio biz (however it is an interesting read to see how AT1's 2nd largest diagnostics partner is continue to benefit + gear up in the ongoing Covid19 surges, future test strategy areas, tests in dev + several pages on malaria market status, how its positioning itself etc...never know which direction AT1's partnership will head towards next, so handy to file away)
No mention of specific Covid19 Ab tests (which has AT1 device OEM supply).
......I did find a bread crumb (or a whole slice?) though concerning AT1 company...
....
Page 25
+
Page 28
Sooo, in my view, this AccBio-AT1 HIV test topic has not been announced formally, because:
- falls under existing AccBio-AT1 licence manufacturing deal announced in 2017 (for Pascal devices) + there are no commercialised tests (yet) that would trigger a market sensitive ann. We don't have any details for this agreement, since pre-IPO, nor which tests it was targeted for (though HCV, Covid19 Ab tests were my thoughts)
- seems like the AccBio-AT1 manufacturing licence is supposed to give % of rev for any commercialised tests? HIV market being one of the first tests presumably?
What's not 100% clear from above info, is whether AccBio has developed their own HIV test strip (+ AT1 device); it does read like they have done this though as its noted under 'R&D' section & expenses?
OR
AccBio is using AT1's complete HIV test, which it plans to licence manufacture (option doesn't make sense to me since AT1's test is already developed + EU CE approved, so AccBio would have no need to re-do testing or R&D)?
If AccBio has developed its own HIV test (+ AT1 device manufacture) for EU market...this doesn't make sense to me biz wise. Why would AT1 allow its own (much larger partner) to become a competitor for one of it core test lines + possibly impact existing Owen Mumford/Viatris partnership rev, by enabling AccBio?
I would think what AT1 gains from wholesaling its own complete tests via partners would be greater return than AccBio % rev share per device? Any thoughts on this? Maybe I am missing something obvious here...
In any case, until something gets announced, this is un-verified info for me...though I will add a TBA line in my pipeline sheet 
