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Osmetech : The Next Generation - Info and Links thread. (OMH)     

DITCHPIG - 30 Apr 2004 15:09

omhnew4vo.gifomhlogo24kn.gifomhnew4vo.gifomhbot8kj.gif

UBS AG buy 8,825,000 6.7%

eSensor LAUNCHED!!!

FDA clearance for Cystic Fibrosis DNA Test

Sales of the eSensor instrument and CF test will commence in the first half of 2006 as planned.. .

James White, CEO of Osmetech said:

'Gaining FDA clearance for our first microarray based test developed for our new eSensorTM molecular diagnostics instrument is a major step forward for our Molecular Diagnostics Division and will help to establish Osmetech as a key player in the fast growing moleculardiagnostics market. In addition, this FDA clearance helps to validate our microarray technology for routine use in the laboratory.

Critical Care DivisionThe Division has a strong product portfolio and is well placed to continue the growth of instrument placements throughout the world, leading to revenues from proprietary consumables for a number of years to come.Sales of OPTI instruments and consumables remained strong resulting from increased sales of the new touchscreen version of the long-established OPTI (CCA). In 2006 we will start to see an important contribution to sales from the new OPTI LION portable electrolyte analyser and the OPTI R blood gas and electrolyte analyser with reusable consumable as these products are rolled out internationally.'

Molecular Diagnostics DivisionFollowing FDA approval of the eSensorTM platform Osmetech are now looking to progress discussions with strategic partners who are looking for cost effective and easy to use instrumentation and consumables to work on other complex assays both in the healthcare and non healthcare markets. The next Osmetech Molecular test targeted for FDA submission will be the CYP 450 pharmacogenomics assay, which is currently in development.

James White, CEO of Osmetech commented:

'We have been delighted with the rapid integration of the CMS business acquired in July. The powerful combination of the eSensor product together with OPTI GENE provides Osmetech Molecular Diagnostics with an excellent position in this rapidly developing and growing market sector. Both products remain on schedule for launch and revenue generation in the first half of 2006'

Sales to year end up over 40%

Osmetech has reported a strong rise in sales in the latter part of 2005 with growth driven byabove-forecast revenues at its Critical Care blood gas analysis division.. Sales for the Critical Care division in calendar year 2005 exceeded $14.7m, representing an increase of over 60% compared to the calendar year 2004. Approximately half of this overall growth is due to sales to veterinary distribution partner, IDEXX Laboratories, Inc.

Vetstat Exceeds Idexx Expectations

Sales of the VetStat electrolyte and blood gas analyser have been very encouraging and continue to exceed expectations. IDEXX's sales successes and continuing marketing efforts should result in further strong growth for the foreseeable future. As the installed base of instruments becomes established, revenues from proprietary consumables are expected to increase as a proportion of this veterinary business. Following a deal with leading US vetinary hopsital chain Banfield, Idexx are contracted to supply an additional 450 Vetstat devices over the coming year.Good progress is also being made with IDEXX on the development and supply contract to create a new platform for measuring critical care parameters based on Osmetech's proprietary optical fluorescence technology and consumables. It is anticipated that this market leading product is on target for launch late 2006/2007.

Critical Care Product Range - In Production

OPTI-CCA Opti CCA. Sales revenues for this product and consumables were in excess of $14,000,000 in 2005. More than 5000 units are in use worldwide.OPTI-LION Opti Lion. Newly launched in late 2005 this device competes head on with more complex systems. Significant sales are forcast for 2006/7OPTI-R Opti R. Newly launched in late 2005 the OPTI R is a compact blood gas analyzer using a combination of proven maintenance-free sensor technology, intuitive graphic user interface and automated system monitoring to increase operator convenience and reduce time spent on blood gas testing while delivering fast reliable results.OPTI-2L Opti 2 Line. Designed for portability, the Osmetech OPTI Analyzer is always ready for testing wherever you need it for measurement of pH/blood gas, total hemoglobin, oxygen saturation, electrolytes and glucose.

Critical Care Consumable Product Range - In Production

SamplerComfort Sampler. Launched in July 2004 this product, has become the arterial blood sampling method most preferred by therapists and patients. Sales are expected to generate revenues in excess of $2,000,000.Cassette Sensor Cassette. Over 4000 tests per day are made using Opti consumables generating revenues in excess of $8,000,000Callibration The calibration gas bottle assures accurate calibration prior to each sample measurement.DataTrolData Management Software. Consolidate test results in one centralized location

Molecular Diagnostics Product Range - In Production

Opti-GeneOpti-Gene. The system allows for the detection of DNA and RNA targets using PCR or RT-PCR based assays in hospital and clinical research laboratories. Lauching in May first test will be for Factor V Leiden MutationeSensoreSensor. a low cost instrument and consumable for moderately complex genetic testing where the detection of multiple gene targets is required. Initally tests will be for cystic fibrosis and CYP450.BiochipBiochip. Single use bio-chip disposable cartridge for use in the eSensor device.ConsumableConsumables. Disposable cartridge for use in the eSensor device.OPTI Tube OPTI Tube Primary consumable for the OPTI Gene and compatible with the large installed base of LightCycler instrument. Launching from May

Product Range - Licenced to Third Party

VetStat VetStat Based on the OPTI-CCA device. This instrument is being sold in to the vetinary market by industry leading corporation IDEXX. Considerable sales are being made Cassettes Cassette : The only blood gas system calibrated for veterinary-specific reference ranges. An increasing range producing substantial sales. Being sold by Idexx for the Vetstat deviceOPTI Tube OPTI Tube Licensed to Roche to manufacture and sell plastic consumable vials for use on its large installed base of LightCycler instruments. Osmetech plans to manufacture and sell the plastic consumable vials as an alternative to glass vials itself. Sales are anticipated to start early 2006 AVOX 4000 AVOX 4000 The AVOXimeter 4000 provides a fast, accurate assessment of patient oxygenation at the bedside. Sold worldwide (-usa) by Osmetech in a deal with Avox

Buisness Partners
idexxlogo.gifroche_logo.giflogo.gifsysmex_logo.jpg

Major Shareholders
Organisation Shareholding % Gartmore 24,109,657 18.29% Schroder 18,874,284 14.32 UBS AG 8,825,000 6.70TD Waterhouse 7,011,137 5.32 Barclays Nom 6,638,092 5.04 Pershing Keen 5,870,773 4.45HSBC Global Nom 6,544,718 4.97 Roche 2,444,688 1.8 Marlborough UK Micro Cap Director Holdings James White 208,092 Gordon Hall 104,966 D Sandilands 61,597 GB Kuenster 33,054 A Marek 26,190 ADVFN Posters 5,896,564 4.5 Total Holdings 86,648,812 65.7%

Mouse Over Images For Product Data
backup_counter.cgi?counter_id=644347updater.cgi?counter_id=644347&increment=If regular posters would like to be included in the ADVFN figure and if you are not bothered about the figures being public then post your long-term holding here.IE the number of shares you intend to keep for say more than 6 months?Alternatively if you'd rather keep your holdings secret but still want contribute to the overall figure then drop me a line to ditchpig@ntlworld.com

DITCHPIG - 07 Jan 2005 12:57 - 105 of 242

The 10 Year agreement with Idexx alone secures the future of the company. If EVO's prediction is correct and the Idexx Opti deal does generate equivalent reveues to OMH Opti then Osmetech becomes profitable and comfortably so. What value do you place on a company with revenues in excess of $15 million making a profit in the region of $5million?

Then there is the other deal with Idexx. We do know they are developing a new product for Idexx but what form this is going to take is anybodies guess. Could it be a development of the mysterious hand held OPTI IV, a device Roche has already agreed to sell and market?
What of the genedrive? Will we see Idexx licensed developments of this technology? I suspect so.

What of the announced but yet to appear electrolyte only product for vetinary application? Idexx already sell the AVL9180 as Vetlyte and this company http://www.somagen.com/html/chemistry/chem_electrolytes.htm are still advertising the AVL9180 as an Osmetech product. As the AVL9180 does not currently sit comfortably within the current Roche blood gas range it having more in common with OPTI than Omni, are we going to see an announcement that Osmetech have aquired this product range from Roche as well??

2005 is going to be one hell of year for Osmetech holders.

babykitcat - 07 Jan 2005 13:46 - 106 of 242

i might have a topup then cant wait for divi payements which should see something end 2006 what do u reckon im with u on this reckon this company is going to be the next microsoft!!!!

bangersmam - 07 Jan 2005 14:19 - 107 of 242

'divi', 'micro' & 'soft' all in the same sentence. Sounds like your refering to DONclare. LOL!

-------------------------------

Good luck with the top-up, I dont think we will see much lower than todays price, if at all. With the absolute low at 3p support risk / reward looks fantastic for a long term hold.

Bangers

bangersmam - 07 Jan 2005 18:54 - 108 of 242

Some of the larget trades from the last 7 days

05/01/05 14:41 3.65 600,000 O 3.5 3.7 Buy 999,611 1,102,420 0
05/01/05 10:37 3.5 555,280 O 3.6 3.8 Sell 350,051 725,210 0
07/01/05 12:23 3.75 515,078 O 3.5 3.7 Buy 1,221,263 1,135,000 600,000
07/01/05 09:22 3.55 500,000 O 3.5 3.7 Sell 200,000 500,000 100,000
04/01/05 10:23 3.6675 500,000 O 3.45 3.7 Buy 699,150 114,702 0
04/01/05 12:12 3.75 500,000 O 3.55 3.75 Buy 2,232,055 498,549 0
04/01/05 16:31 3.7 500,000 T 3.6 3.8 ? 3,574,039 1,774,952 500,000
06/01/05 14:56 3.67 300,000 O 3.5 3.7 Buy 435,581 169,157 0
06/01/05 14:56 3.7 300,000 O 3.5 3.7 Buy 735,581 169,157 0
07/01/05 09:44 3.55 300,000 O 3.5 3.7 Sell 275,000 800,000 100,000
05/01/05 10:42 3.6 300,000 O 3.6 3.8 Sell 370,051 1,025,210 0
07/01/05 11:02 3.7 300,000 O 3.5 3.7 Buy 706,185 800,000 100,000
04/01/05 12:49 3.6 300,000 O 3.6 3.9 Sell 2,695,708 1,181,049 0
31/12/04 11:29 3.5 300,000 O 3.35 3.5 Buy 305,053 67,690 263,037

windys160 - 10 Jan 2005 07:46 - 109 of 242

did they release there new product on the 8th as suggested as there is no news of it yet ?

bangersmam - 10 Jan 2005 07:53 - 110 of 242

Windy

VetStat is due to be launched at the North American Veterinary Conference which runs from 8-12 Jan. So there's plenty of time yet. However there is a chance the company will not notify the market as they (OMH) are not doing the launch. The PR department seems to have improved recently so fingers crossed that we get an RNS.

windys160 - 10 Jan 2005 08:07 - 111 of 242

with other products due for launch as well this year we could be looking at a very good year indeed :-))

DITCHPIG - 10 Jan 2005 23:10 - 112 of 242

Well no RNS. Can't say I'm that shocked. Until we applied investor pressure we weren't going to get an RNS about the Sysmex deal and we weren't going to get an RNS about Elenora either. I say give it a couple of days until the NAVC show has finished then can someone else email Osmetech and ask them why we have had no RNS about Vetstat when we already know about it because Idexx have been quite happy to tell anybody that asked.

I guess EVO and their cronies want a bigger slice of the cake than we think.

babykitcat - 11 Jan 2005 00:20 - 113 of 242

thats the thing with this share the price/change/news never really co inside with the share movements its as though they dont want this baby to take off and then move in for a cheap buyout when all the hard work has been done. something not quite right as we are a company 10x stronger than 2 years ago with more $ in the bank and when i spoke 2 JW he even told me there would be no more tapping up share holders in the near future (mind u i suppose he would say that).
one thing would b nice is rather than telling us about all these new products being launched why not let us know the kind of people buying/renting them and maybe to inform us on future plans on driving sales as all i ever read is what they are launching.
point is im sure we all would like to see the back of the 5p mark!!!! and maybe see 6-7p may-june

DITCHPIG - 11 Jan 2005 01:28 - 114 of 242

Mondays sells and the drop in price I think are over done.
I suspect the price rose last week partly because of short termers jumping in expecting an RNS about the Idexx launch who bailed when we didn't get one today and those selling who have fallen for the bollocks badly researched article in Chronic Investor.
We may see a rebound during this week coming week.
20467

DITCHPIG - 12 Jan 2005 15:02 - 115 of 242

Looks familiar?
http://www.scilvet.com/International/3-Products/Products%20PDF%20D%20E%20F/Products%20PDF%20E/Opti-CCA-eng.pdf

Looks like someone else is already selling OPTI in a vetinary environment.
21056

babykitcat - 12 Jan 2005 15:17 - 116 of 242

lets hope theres more out there as well all looking in our favour IMO thanks DITCPIG roll in end jan may be they have some more news for us

DITCHPIG - 13 Jan 2005 11:27 - 117 of 242


RNS Number:3203H
Osmetech PLC
13 January 2005


Osmetech plc

Notification of Interim Results announcement


Osmetech, the international diagnostics group, is to announce its interim
results for the six months to 31st October 2004 on Thursday 27th January 2005.

babykitcat - 13 Jan 2005 11:43 - 118 of 242

DP will be interesting to see how the sales have gone up by

bangersmam - 14 Jan 2005 08:42 - 119 of 242

Shares Mag Comment 13/01/05

A stock i hold. Prospect for positive surprise is considerable as the medical diagnostics group has struck several exciting deals that should ultimately enable it to break even much sooner than originally envisaged. Gervais Williams, Gartmore UK & Irish Small Co Fund Manager.

DITCHPIG - 18 Jan 2005 05:19 - 120 of 242

Having nothing better to do with my boring night I thought I'd go on a little rampathon.
I've kicked off a discussion thread on this USA board in the hope of alerting our American chums to the potential of Osmetech.

http://www.stockselector.com/forum.asp
http://www.stockselector.com/board.asp?symbol=OSMEF
http://boards.stockselector.com/board.asp?symbol=SSBoard2
http://boards.stockselector.com/board.asp?symbol=SSBoard8

babykitcat - 18 Jan 2005 07:30 - 121 of 242

lets hope it works well done

bangersmam - 19 Jan 2005 15:18 - 122 of 242

Looking good today. Some big buys going through and the highest volume we have seen in a while.

DITCHPIG - 19 Jan 2005 16:39 - 123 of 242

Still getting all these trades at 3.5 going through. They look like sells but given the quantity traded if they were sells the price should be down not up.

micram - 19 Jan 2005 17:56 - 124 of 242

micram 1 mill buy 5 mill sold today anyone know?
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