RE: What tests are ODX currently manufacturing ?9 Mar 2021 11:51
So back of a fag packet numbers, (hoping the formatting works on this).... assuming the increase in the capacity chart shared in the investor presentations is effective from month end.
https://webcasting.brrmedia.co.uk/broadcast/5fbf9d78b19325729a9d7d05/5fc522050c7aa22257c26c99
These were allocated numbers, so there is no reason ABC-19 tests couldn't be produced in the 'other' capacity also.
And given we've seen ABC-19 tests with date stamps of November, I've based calculations from November.
ABC-19 production weeks total
November 200000 4 800,000
December 200,000 4 800,000
January 200,000 3 600,000
February 200,000 4 800,000
March 200,000 1 200,000
Total allocated ABC-19 - 3,200,000
Other
November 0 4 0
December 50,000 4 200,000
January 300,000 3 900,000
February 400,000 4 1,600,000
March 700,000 1 700,000
Total - Other - 3,400,000
Grand Total - 6,600,000
October production was max 800,000 total.
I would assume also, that some capacity is needed for the Tech Transfer exercises. So Mologic, and perhaps the AVCT tie up (still TBC), may be using some of the above capacity too.
So from November to now, I'd suggest we could have had nearer to 5-6m tests usable capacity rather than 12m stated above.
Happy to be corrected on this, as I am by no means a diagnostics, nor manufacturing, expert.
And yeah, I think a lot of that will have been used to proceed ABC-19, and CD4.
I'll agree the Visitect triple AB is an unknown, until we are told more.