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If Biolidics' s test kit is not based on their patented technology but based on some China company' s and that the distribution is done by Aytu, then what' s Bio' s cut in all these? Like what SIAS asked before, what is Bio' s value add in this food chain? Are there any other middlemen? If Bio gets, say USD3 per kit, then the earnings from say 3 mil kits (current order plus a bit more), totalling USD9m less maybe other costs of USD1m. USD8m is nice but repeatable year after year? I doubt it.
Isn' t sales numbers projected with the announcement on Aytu?
If investors want certainty in their full sales figures, wait for half year results then.
If investors want certainty in their full sales figures, wait for half year results then.
Bottomline , bio need to prove sales
The link is gotten from this page anyway, under supplier information
http://www.vazymebiotech.com/products_detail/productId=267.html
http://www.vazymebiotech.com/products_detail/productId=267.html
This is old news. In my opinion i think Mistrally below hit the mark on his guess on the origin of the first 500k kits.
mistrally ( Date: 24-Apr-2020 16:09) Posted:
mistrally ( Date: 24-Apr-2020 16:09) Posted:
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I summarise my understanding for a bit.
So apparently Aytu was importing Zhejiang / Healgen' s products beforehand. They declared that NMPA, China' s version of the FDA, had not approved it yet (also, " A U.S. expert said the Chinese agency is considered " rigorous" and " demanding" in its oversight of products" so quite credible la ah). At that time, US-side/FDA was ok. But on 1 April, China' s NMPA banned exports if they never approve.
At that point, Aytu was supplying some organisations in Colorado already. So now Aytu has orders to fill, but no supplier. Problem. Opportunity for Bio.
Very interestingly, on April 10, Aytu released a press release that said that they had " placed an order for 1 million test kits from an unidentified manufacturer" and also have an " order for 500,000 tests was " awaiting customs clearance" " . Remember, they announced exclusive distributorship agreement yesterday on 23/04 only. Any guesses who the unidentified manufacturer is?
My guess is Biolidics lor. If that' s true, not only confirmed sales, but sales arrived in US already liao. Never announce at point of sale because maybe that time not exclusive distributor yet, so maybe not material (or maybe that' s why halt ahah)
So NMPA approval means high chance of FDA approval. Also, initial sales look like its locked in already. It looks promising to me le. Not sure yet about the price fluctuations. While I' m sure Abbott and Roche will remain markets leaders in the US (once they actually manage to ramp up manufacturing in a few months), it looks like Biolidics+Aytu will do quite well for themselves also. A main reason is that they are moving lightning fast.
I don' t know how to analyse stocks like you experts, so I just do this kind of research and use my experience. Does it make sense?
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WBdisciple ( Date: 29-Apr-2020 10:12) Posted:
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from my research their china supplier (Vazyme) got another distributor in SG
tmr can grill biolidics at their AGM and ask them clarify what is their deal with vazyme.. and what is the difference between their kit and that of vazyme' s kit
http://www.vazymebiotech.com/contact/i=19& comContentId=19.html
tmr can grill biolidics at their AGM and ask them clarify what is their deal with vazyme.. and what is the difference between their kit and that of vazyme' s kit
http://www.vazymebiotech.com/contact/i=19& comContentId=19.html
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Singapore |
ProBioscience Technologies |
Tel: +65 9772 0514
Fax: +65 6725 8438
Email: [email protected]
http://www.probioscience.org
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Who is attending agm ?
Biolidics' s patented technology is in unrelated cancer diagnostics.
This Covid test kit is from China.
This Covid test kit is from China.
qxlStocks ( Date: 29-Apr-2020 09:43) Posted:
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1.75 million rapid test kit to be ordered by Aytu Bioscience...https://www.biolidics.com/newsroom/aytu-distribution.pdf
Looking forward to more of their announcements and half year results
Looking forward to more of their announcements and half year results
On the other hand, this could be its only profitable year ... ever? Meanwhile, the blue chips may see an earnings recovery next year and their share price continues to go up?
ST3-trading ( Date: 29-Apr-2020 09:59) Posted:
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Actually come to think , this company might be one of the few with postive financial statment for 2020 .
the rest midium sixe company , cannot even hit this kind of salea
the rest midium sixe company , cannot even hit this kind of salea
The rapid test kit is still a medical device so it needs to be approved by the local health authorities...not the regular mask where buy and sell can be easily done.
Biolidics work with the local health authorities in the respective countries to do clinical trials and provide support before their Biolidics' branded rapid test kit are approved for use.
Biolidics work with the local health authorities in the respective countries to do clinical trials and provide support before their Biolidics' branded rapid test kit are approved for use.
t0RNAD0 ( Date: 29-Apr-2020 09:39) Posted:
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Ya.... over☹
hotelgrand ( Date: 29-Apr-2020 09:48) Posted:
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play over
I' m not sure how it works but Biolidics patented the technology or something.. Thats my understanding.
t0RNAD0 ( Date: 29-Apr-2020 09:39) Posted:
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Got a qn, so since they are only re-sellers, what' s there to stop any company or maybe even someone from here just to also buy the same kits from China and re sell in singapore?
That where collection start behind the screen haha
Sgvale ( Date: 29-Apr-2020 09:31) Posted:
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Think BBs taking a breather after regulator, brokers interfere with cirb, queries, halts, restrictions,etc.
Without BBs to manipulatethe pump, dump, pump dump ..., at most, retailers can trade in the orderly range of 42-48, until tomorrow' s agm,egm which may reveal some sensationalising, hope not depressing news, just opinion.
Without BBs to manipulatethe pump, dump, pump dump ..., at most, retailers can trade in the orderly range of 42-48, until tomorrow' s agm,egm which may reveal some sensationalising, hope not depressing news, just opinion.
westpoison ( Date: 29-Apr-2020 09:18) Posted:
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Disappeared from top active screen. Down to earth price around 0.44
Got US market , Got HK market, Got Indonesia, maybe europe coming soon