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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 - 27 Jan 2005 08:33 - 172 of 242

LOL
Looking at the trades and the spread the MM have played a blinder today. Looks like a load of shorters could get stung. EVO now back on the bid and only wins holding the price at 3.3.

babykitcat - 27 Jan 2005 08:54 - 173 of 242

when u think about it there was NO CHANCE never in a month of sunday the price could go up look at all the dosh they spent over past year on aquasitions

DITCHPIG - 27 Jan 2005 09:02 - 174 of 242

Todays drop was over done. Traders easily panicked in to a sell helped along by shorters looking to make a quick buck. Still looks like they have come un stuck.

So you live in Nottingham then babykitkat....

babykitcat - 27 Jan 2005 09:49 - 175 of 242

yeh nottm why u local 2?

DITCHPIG - 27 Jan 2005 09:50 - 176 of 242

cinderhill area

babykitcat - 27 Jan 2005 09:54 - 177 of 242

BLINK NORA

babykitcat - 27 Jan 2005 09:56 - 178 of 242

DRIVE THROUGH THERE NEARLY EVERY OTHER DAY

DITCHPIG - 27 Jan 2005 10:08 - 179 of 242

small world.

babykitcat - 27 Jan 2005 10:14 - 180 of 242

U LOOKED ON III SITE EVERYONE IN PANIC MODE!!!!

flatbrokeagain - 27 Jan 2005 10:19 - 181 of 242

Sorry for off topic everyone

Ditchpig/Babykitcat
West Bridgford myself.

babykitcat - 27 Jan 2005 10:22 - 182 of 242

GREAT TO KNOW THERES OTHER PEOPLE IN NOTTINGHAM WITH SENCE ( ASSUME DITCHP & FLAT CAN STILL SEE POTENTIAL) UN LIKE ANOTHER SITE WHAT ARE BOTH YOUR THOUGHTS

babykitcat - 27 Jan 2005 10:46 - 183 of 242

PEOPLE ARE PULLING OUT WITH A VIEW OF GETTING BACK IN END OF THE YEAR (COULD BE TO LATE) COULD....AND THATS A BIG COULD!!!!

flatbrokeagain - 27 Jan 2005 10:54 - 184 of 242

Very comfortable with this one. Medium & long term look rosy.

DITCHPIG - 27 Jan 2005 11:08 - 185 of 242

Evo took a 1million sell on the nose and then upped the bid. I think that tells you all you need to know. A new broker note from EVO is expected v.soon. It will be intersting what it says. If they up their rating from add to buy we could start to see some serious action. Todays blip was expected. You don't put together the kind of deals the company has in the last 12 months without it having an effect on your costs. They have also taken on two very senior staff.

Geoffrey A. McKinley, Ph.D, is joining as Vice-President R&D and Business
Development with Dick Keys, Ph.D., appointed Senior Director Chemistry and Assay
Development.
Not forgetting the company already have Alfred Marek on board head honcho at AVL and a senior figure in Roche.

Are people of this calibre really going to join a company that was showing all the signs of going phut in 12 months?

Price has retraced to pre results mini rally level so we are no worse off than we were a few months ago. Actually we are better off because this set of resuts were expected to be the bogeyman. Come July we should see an increase in turnover, and, if the Idexx deal is going well and R&D has not been so excessive that is there tantilising possibility of a sniff of a profit.

Long and medium term, it's a no brainer.

babykitcat - 27 Jan 2005 11:58 - 186 of 242

WANT TO POST THAT ON III SITE THINK THEY ARE HANGING THE NOOSE!!!!

babykitcat - 27 Jan 2005 16:47 - 187 of 242

TIPPED BY CITYWIRE 10.00 PER MONTH SUBS
Osmetech's shares have dropped 0.375p today to 3.3p which looks like a good buying opportunity given the solid base provided by the existing Opti business. The potential of the new products and management's confidence about second half prospects.

However, the shares are very high risk and trade on a fairly wide spread.

The cash position is encouraging though and provides some security. The group finished the half year with 3.6 million after getting 1.5 million in cash from its all paper acquisition of Molecular Sensing after accounting for take over costs. Buy.

babykitcat - 01 Feb 2005 08:24 - 188 of 242

it would seem every 1 sees the price falling so follows the sheep and sells.
ER HELLO stop and think why you are selling !! what just because the share price is falling...................................TOP UP CANT YOU ALL SEE.

astonvilla - 01 Feb 2005 08:51 - 189 of 242

im following Kitcat not the sheep

babykitcat - 01 Feb 2005 09:20 - 190 of 242

mm are putting buys through as sells so the HEARD will get bigger

babykitcat - 01 Feb 2005 22:15 - 191 of 242

just sent JW an email wonder if i will get a reply?
and what he has to say!!!!
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