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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

windys160 - 10 Jul 2004 20:16 - 23 of 242

do you think we could reach the 6p mark this time, what with new contracts and hopfully a good set of results ?

PennyTOSSER - 11 Jul 2004 02:59 - 24 of 242

this is a thread.....

AntiADVFN for SURE

windys160 - 15 Jul 2004 18:30 - 25 of 242

what's happening the share price, why is it falling so much when the results are due soon, are the results going to be bad? what about the contracts are they still going to be announced

willfagg - 15 Jul 2004 18:59 - 26 of 242

I agree with your comments.Osmotech are due to release 5 new products during 2004(I.C. 6 feb)- ihave not seen any announcements of these taking place and its now July?

windys160 - 16 Jul 2004 06:44 - 27 of 242

maybe they will go mad after the results and release them all at the same time, if so the price could sky rocket as they have some excellent product in the offing let's hope they release something this year, been holding for a long time now and still waiting for the release of their e-nose product, now with other products in the pipe line as well i feel that this company as a long way to go yet and in time we could see a healthy profit from this company, does anyone feel the same or am i the only one that see the huge potential of this company in the long term or is it that poeple are just sitting back waiting for the release of one of their products and then they will all jump in ? cheers windy

willfagg - 16 Jul 2004 12:59 - 28 of 242

I think they have potential but the lack of news is always prone to make you a little twitchy? patience is such a difficult attribute to acquire!Know where I can buy some?

DITCHPIG - 16 Jul 2004 19:03 - 29 of 242

Relax. It's the standard Osmetech routine. Price falls for no real reason on no news and then out of the blue, blam a major news update and the price gains 25-50% in a few days.
Osmo have always been poor at news management and you have to look for clues about news where you can.
The article in the Guardian is a good start.
http://www.guardian.co.uk/business/story/0,3604,1251115,00.html

And this link to the exhibition where Osmetech will be LAUNCHING NEW PRODUCTS
http://aacc.org/2004am/exhibitors/NewDisplayDetail.asp?Category=Blood+Collection&CompanyID=92

I think most of you are jumping the gun. Most of the good news is not due to the later part of this year so chill out and enjoy the ride. We are only seeing the retracement of the blip caused by the story in Guardian. No doubt T10's who bought in on the strength of the Guardian story taking a loss again.

windys160 - 26 Jul 2004 07:16 - 30 of 242

will this be the week were the long wait is over for the arrival of new products and the share rises to new year highs? lets hope so :-))

windys160 - 27 Jul 2004 07:28 - 31 of 242

do have any orders for thier new products which are being launched this week?

windys160 - 28 Jul 2004 20:37 - 32 of 242

any news on product release yet, price seems to have regained slightly hopefully they have got lots of orders for these products also

windys160 - 30 Jul 2004 07:00 - 33 of 242

WHAT WILL TODAY BRING ?

teletigger - 30 Jul 2004 07:54 - 34 of 242

More of Windy me-thinks. :-)
regards

elrico - 30 Jul 2004 14:46 - 35 of 242

A more indepth update about todays announcement.

http://www.lemminginvestor.com/OsmetechMadanoPRupdate300704.html

windys160 - 30 Jul 2004 15:05 - 36 of 242

at last some positive news let's those order books fill up now and roll on the 6 august when the results come out :-))

ptholden - 31 Jul 2004 17:34 - 37 of 242

Windy

I bought into this company at the beginning of this year and don't regret a single penny. They are definately going places, although I wouldn't be surprised if the prelims on the Friday do not set the markets on fire. They benefitted to the tune of one million from the SARs virus and are expecting much greater costs from developing the OPTI and imtergrated VIP ranges. It will be interesting to see what sales they have achieved with the current range of diagnostic equipment, if sales are up, all development costs will have been self financing and the results will look really good. However if sales have not accelerated, the converse may be true. Whatever, in the long term I am staying in and lets not forget that the market for the VIP is estimated to be in the region of $1.4 billion, (US alone!). I may even top up.

Good luck

Regards

PTH

windys160 - 02 Aug 2004 07:17 - 38 of 242

ptholden i agree it is a good time to top up now as i can only see this share going one way in the near future and that is up :-)), also what will the VIP be worth worldwide? with such a strong product this company is well on the way to earning some big money in the future, could we see 6p by friday let's hope so :-))) cheers windy

seawallwalker - 03 Aug 2004 10:34 - 39 of 242

Must say all I have read gives cause for your optimism.

I will be watching what occurs as I have a small interest in the company, so you can call me biased.

I think the possibility of 6p or more is real, so fingers crossed.

DITCHPIG - 05 Aug 2004 16:35 - 40 of 242

windys160,
6p by Friday would cause too much volatility. We should be looking for steady and sustained growth from now on. The quick spikes caused by short term traders have not done long term holders any favours over the last 12 months. I'm sure we would now be sitting at a higher price had it not been for the volatility caused by idiots like Steven Foley in the Indy telling people to go short. The MM seem to have managed this very carefully this time, they opened the spread up to effectively kill the day traders just when it looked like it was going to be lift off last Friday.
Well no fireworks at the end so guess we will have to wait and see what tomorrow brings.

windys160 - 06 Aug 2004 07:00 - 41 of 242

dicthpig always thought this was going to be med - long term thing, i have to agree with you on people being advised that this was a short term share not on your nelly, would have thought people would have guested that by now, let's hope today when the results come out we get the news we've been waiting for about sale's of the new products and the price starts on the upward trend that we have been waiting for so long now. let the good times roll. cheers windy

windys160 - 06 Aug 2004 07:49 - 42 of 242

there we have it news of a nice little contract for the at least 10 years pre tax losses reduced and a serious increase in sales all looking good to me, now lets see it reflected in the price :-))
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