This thread topic + your thoughts about AT1 supply constraints...

This thread topic + your thoughts about AT1 supply constraints are in-correct.

As other posters have pointed out, many times on these threads, AT1's Ag test is a re-branded Access Bio test.

- Access Bio wholly manufacturers + supplies the Ag test from its USA factories (to Australia market via Pantonic Health sold as Access Bio Ag test + to AT1 re-branded as AT1 Ag test).

- I continue to see almost twice weekly container shipments of cassettes/plastic components from Korea/China to Access Bio USA (tens of millions of test components for last 6mths+ alone) (data via Panjiva)

- Access Bio's manufacturing capacity is far, far larger already than it used to be 12mths+ ago and they have been scaling constantly. Just for US market alone for their Ag test, they were supplying 20m+ tests per month. Their results ann showed total FY20 calender year orders exceeded US$200m+ revenue by early Jan'21 (in US their test is sold in wholesale boxes of 20@US$25 RRP per test; you can do the capacity math there if needed)...

There are zero supply issues for AT1 to meet any AU national-state-commercial-consumer requirements for Ag tests.