Hiya, yay, all my Qs were answered - the coffee talk will be posted online tomorrow so you can review QnA directly.
CEO's answer below doesn't give us a precise $ rev per test (which I didn't expect as that's confidential)..but its v positive:
Q: As per The Australian article today, you could bring in upto 1m antigen tests per week, selling for $10-12 per test. As these are manufactured by Access Bio partner, what is the margin on these volumes?
A: (paraphrased)yes, 1m/week Ag test volume is what AccessBio can supply for AT1’s usage, thus no capacity constraints for AU market demand. They don't disclose margin per product but can confirm Ag tests will be in the current 50% blended biz average!
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So, yes, in my view, Ag test $1-$3 seems quite feasible gain as the other HIV/OEM test margins were built on $1-$3.15 avg revenue....
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Another attendee asked related Q -
Q: will margins continue to hold if approved by TGA for home Ag self-test usage
A: (paraphrased)
yes, they believe the margins will continue to be similar
