Buckle up for $1, page-313

Annual ASX Small and Mid-Cap Conference just wrapping up - AT1 CEO + CFO presented and did Q&A...

....hopefully other investors were able to listen live, otherwise ASX is releasing recordings by tomorrow (for presso + the Q&A)

Q&A was the most informative part (for me), went for almost 30min and many Qs were answered/speculated on). I had a few Q answered too.....summarising my viewpoint:
- we know about the Covid19 antibody potential (much discussed here already)....AT1 confirmed again they are continuing comercial discussions about quite a broad range of test needs in AU market...need to become deals of course but quite large sectors..

- heard confirmation AT1 is looking into possibility of multiplex LFIA test - ie: combining Covid19 antigen + antibody diagnosis within same test....if successful, they will try bringing to market..there aren't many tests that can do this..and antigen test accuracy still is iffy..so I am not pining for this, but hey, if its >90% antigen + 99% antibody...it will sell some..

- AT1 thinks the FrebiDx market is potentially quite big. Looking to see EU results whilst US trials continue till approval

- mentioned at least 8-10 other OEM test types that were under discussion/could be explored? - remains to be seen with whom and if can be commercialised - cancer diagnosis etc. I need to listen to recording as I couldn't write these fast enough..

- once past Jan21 scale up (1.3m/mth), has one final scale-up stage by May21 (1.5m/m?)...and then if demand continues to need it, open to licensing arrangement with partners like Access Bio (which has 3 factory sites globally/NG Biotech also has 1-2 I believe). Access Bio already produces multiple test and medical related products & have long term relationship..should have no trouble scaling further.

- did mention that its upto Access Bio for launching HIV self-test there. I asked about OraQuick competition (already established/sold widely in retail but its oral so different)..I didn't get a strong response for this...sounded like might be back burner for a little bit (Covid19 already taking up Access Bio + AT1 available supply I reckon)...

- telehealth and etest options got several mentions...potential it has changed with Covid19 implications + its the future disruptor (which CEO has mentioned on other presso)..sounded like this was a major company focus for 2021..

I can see a lot of blue sky here for next 2-4yrs...no doubt tough to bring everything mentioned to market + make global sales...but a lot of potential was mentioned for an already designed + proven product range.

And we don't know yet what future 'alternative test methods to 30yr old lateral flow tech' that AT1 is exploring with USA start-ups..was mentioned in FY20 results....a whole lotta blue sky still to explore....