Webinar is over. Atomo is well-positioned to commercialise multiple verticals including COVID over the longer term.
- Capacity is now 1.6M Units. After commissioning additional machines they expect 2.5M per month capacity by next year which will be 30M annualised.
- DIVOC and Indian market entry still alive, pending FDA Approval by June 30th. This approval is beyond and EUA and will position Atomo as a premium offering.
- Additional European partner in advance stages
- HIV tenders were paused from the Global Fund last year, now back online and Atomo expect demand from this moving forward.
- 2-3 new OEM opportunities coming online over the medium term plus new device platforms including Telehealth consumer app being pursued.
The sell off is an opportunity and with COVID being a 3-5 year demand driver for the business I still see it as a buy with manufacturing scale up risk out of the way.
AT1 FY21 - General Discussion + FA, page-853
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