Australia's largest stock trading and investment forum Australia's #1 stock forum

AT1

Click for more information

4.55%

2.1¢ atomo diagnostics limited

Atomo Lack Capacity to Suppy, page-5

First 5 Last

Share
Profile

Follow
zilliqua

611 Posts.

534

09/09/21

11:36

Post #: 55943903
Share

Originally posted by Hdavid92: ↑

I some what agree with the whole production capability concerns for AT1, especially when I look at LDX who now have capacity to produce 10million tests per month (~120M pa.) when compared to AT1's 1.3m a month (~15M pa.). But a few considerations that have already been pointed out:

- AT1 don't manufacture RAT supply constraints from Access Bio unlikely as they have HUGE capacity in manufacturing of this device; and
- Yes AT1's manufacturing of antibody test is low, but I don't see competing levels of demand for this test when comparing to RAT.

What I can't comprehend yet is why LDX will continue to use AT1 as the supplier of its FebriDx device once they get FDA approval. Especially if AT1 production capacity can't keep up with demand for the product derived from the US market. Alternatively, will LDX utilise their own manufacturing capabilities to produce the test under contract with AT1?

Expand

Yes. LDX intention is to bring the manufacturing in house so AT1 will lose that revenue as well. It baffles me why management is not seeking an external manufacturing capability ....they've only had 18mths to do it. They just cannot deliver serious volume.

AT1 Price at posting: 23.0¢ Sentiment: Hold Disclosure: Held
1 Upvote

0 Great analysis

Reply

Top Stories

CC9

Chariot locks in high-potential drill target at Black Mountain, one of the USA's largest lithium landholdings

Why are so many ASX explorers setting up shop in Saudi Arabia? + 8 stocks to watch

Week 34 Wrap: HotCopper's top watched; Oz banks cut saver interest; Kamala’s 28% corporate tax; AI’s back

SER

How flooding did Strategic Energy Resources a favour: Four holes down in 'redesigned' gold & copper campaign

The Rising Tide: How institutional adoption is shaping the future of crypto

There are more pages in this discussion • 7 more messages in this thread...

First 5 Last

Add AT1 (ASX) to my watchlist

(20min delay)
Last 2.1¢		Change -0.001(4.55%)		Mkt cap ! $13.42M

Open	High	Low	Value	Volume
2.2¢	2.2¢	2.1¢	$1.889K	85.9K

Buyers (Bids)

No.	Vol.	Price($)
3	417801	2.1¢

Sellers (Offers)

Price($)	Vol.	No.
2.3¢	107142	1

View Market Depth

No.	Vol.	Price($)
3	417801	0.021
8	1231002	0.020
8	1130840	0.019
3	162414	0.018
1	50000	0.017

Price($)	Vol.	No.
0.023	107142	1
0.024	532595	5
0.025	379000	4
0.026	415954	3
0.027	1093000	3

Last trade - 15.44pm 26/08/2024 (20 minute delay)

AT1 (ASX) Chart