Buckle up for $1, page-250

@JVDW
Great post and it looks like you have looked further into AT1 company now. Well done!

What you have listed here is pretty much what every newly listed company - any sector - has to go through from new listing. Even the BNPL hot stocks of today have had to go through this, showing gr8 promise or revenue, new tech disruption etc. AT1 has to yes, follow the same journey...make sales, make money and show it can steadily build a global go-to integrated medical device.

For sure Uni NSW will use AT1 HIV self-test..it is the only approved in AU anyway..there is no other choice!....but nice to hear a positive anecdote about this from a prominent research uni. And this was the original IPO goal if you recall - to market HIV self-tests globally (alongside the other myriad potential test categories)...so bodes well..

I don't think anyone is arguing here that AT1 is the only one with Covid19 tests...but the integrated device they offer is absolutely unique (so far)...a value add + logistical simplicity + ease of use proposition that all the other giant brands cannot compete against (yet). Absolutely the journey is still going to be uphill for Access Bio/Ng Biotech partners (who have to do all the marketing for majority of the globe) to get their tests out there selling (whilst AT1 tries the same in AU/SE Asia geos)

Yup, Covid19 could reduce n dissipate anytime (similar to SARs which died out)....well, hopefully by then AT1 should have lot more cash in the bank, already expanded & paid for manufacturing site/s, increased level of global awareness of its value proposition (+ other prod dev underway). These are all long term worth their weight in gold as a huge side benefit of Covid19...regardless of what happens with the test sales themselves..

Does this all make AT1 a LT slam dunk? absolutely not...they are a dozens of ways they could break the company...that's part of the fun in investing LT in new tech. Watching a baby grow up and not knowing what its be like in adulthood....good or bad...time will tell...