I was wondering today how 'bumpy' AT1 revenue will be. Maybe Q by Q is not a good measure. Seems they can get approved in India and suddenly get a multi 10s of millions of $ order. Or they can get approved, and they are non exclusive, so the vendor/partner can sell direct. (my sarcasm is based on the news on the other thread re NG Biotech)
Dare I ask if Lumos is looking for a cheaper plastic now. I mean is our kit really that special.
And whoever does the HIV bio. Are they looking for a different manufacturer.
The ink is not dry on this user praise. Maybe the product is so good because it is easy to copy.
AT1 FY21 - General Discussion + FA, page-635
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