Notes from Todos Emerging Growth Conference (AMBS
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Posted On: 03/18/2022 3:32:54 AM
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Notes from Todos Emerging Growth Conference (AMBS owns 78M TOMDF)
Gerald talking about bringing in new tests to provista.
Capacity is up to 25k/day. Soon to be 50k. Focus on insitutional clients
avg rev per test $80
5000 test per day was peak
built out 6 labs across the country so far
very good start to Q1 in testing, but plateau'd lower
testing revenue was $2-3M a month
already talking to oncologists about videssa
key to videssa is reimbursement from CMS
videssa clinical study will initiate in Mexico
videssa lab will launch as cash test
videssa announcements "relatively soon"
3CL pharma is like a call option
preparing Tollovir EUA for Greece now. Board member met with Senior Greek Government.
tollovid affiliate program growing
IRB sanctioned Tollovid anecdotal data gathering
celebrity promoters can get monthly royalty/stock
more Phase 2 data will be disclosed and published
there was a recent above-market conversion for provista dx. All remaining overhang is priced above market.
internal valuation of assets is over $1B
there is a law of mutual recognition in Israel. So the strategy is to get Greek approval to trigger the Israeli EUA automatically.
a number of partnering discussions ongoing
greek covid cases heading back up sharply
over a million$ in Tollovid revenue overall
Long Covid is a hugely attractive market
https://www.youtube.com/watch?v=YC3qXCiqMQA&a...Conference
Gerald talking about bringing in new tests to provista.
Capacity is up to 25k/day. Soon to be 50k. Focus on insitutional clients
avg rev per test $80
5000 test per day was peak
built out 6 labs across the country so far
very good start to Q1 in testing, but plateau'd lower
testing revenue was $2-3M a month
already talking to oncologists about videssa
key to videssa is reimbursement from CMS
videssa clinical study will initiate in Mexico
videssa lab will launch as cash test
videssa announcements "relatively soon"
3CL pharma is like a call option
preparing Tollovir EUA for Greece now. Board member met with Senior Greek Government.
tollovid affiliate program growing
IRB sanctioned Tollovid anecdotal data gathering
celebrity promoters can get monthly royalty/stock
more Phase 2 data will be disclosed and published
there was a recent above-market conversion for provista dx. All remaining overhang is priced above market.
internal valuation of assets is over $1B
there is a law of mutual recognition in Israel. So the strategy is to get Greek approval to trigger the Israeli EUA automatically.
a number of partnering discussions ongoing
greek covid cases heading back up sharply
over a million$ in Tollovid revenue overall
Long Covid is a hugely attractive market
https://www.youtube.com/watch?v=YC3qXCiqMQA&a...Conference
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