AT1 FY21 - General Discussion + FA, page-844

After reading through the 1H financials + presentation, I plan to post the following Qs in the webinar:

- submission status + expected timeframe of India geo approval for Covid19 Ab/Ag tests
- any further Covid19 shipments being positioned into India geo in prep for Divoc launch?

- expected timeline for US geo approvals for Covid19 Ab tests (if successful)

- status of the SE geos previously announced d for Covid19 Ab/Ag test approval submissions?

- initial AU Ag test sales made to which private biz types or state/fed health quarantine sector?

- any 2HFY21 plans to launch Pascal digital health solution + eHealth app for Covid19 tests and/or FebriDX tests?

This half-yearly to me seems to be still tantalising on the cusp of something yet to develop fully (or not eventuate at all on the flip side). It continues to hang on whether mgmt can sell all the additional production thru existing deals + get more digital device launch + new test partners + confirmed supply geos in line- so that for 2022-23-24, there are several growth topics beyond Covid19-HIV-FebriDx areas.

Granted each of the Covid19-HIV-FebriDx topics could generate revenues of 50m+ (looking at selling all yearly production qty @ $3 device avg)..but this hinges on ever increasing sales actually moving out the door, for some geo.

We are seeing:
- increasing sales of Covid19 sales (in AU geo but not enough of course to be significant to the company)

- we are not yet seeing enough Covid19 sales boost from other geos (but US is pending, India hopefully is still underway and needs confirmation; either or both of these could contribute meaningful revenues in CY2021-22..or not enough)

- HIV is growing, still seem slow burning days (and Viatris has been mentioned formally for first time in 12mths+ for self-test expansion...this could again contribute steady + strongly increasing rev for 2021-22..or keep slow burning for next 5yrs)

- FebriDX has jumped up, great, and we hope to see a lot more (+ we really need more OEM supply deals to diversify away in case Lumos falters)