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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 Sep 2004 16:33 - 64 of 242

it seems that people have not cotton on to the potenial of this company as the price is still falling, with so many new products on there way and with the molecular sensing deal all should be rosy for this one, i will be topping up at this level as potenial med term is excellent, anyone else agree that there should only be blue sky from here on in. cheers windy

ptholden - 10 Sep 2004 16:56 - 65 of 242

Have this one in my Med-Long term folder Windy and can't say I am at all bothered about the current SP. Give it time and reap the rewards.

Regards

PTH

windys160 - 10 Sep 2004 17:40 - 66 of 242

ptholden i agree with you, it's shame that more people don't see it that way, as there is still plenty of selling going on

astonvilla - 12 Sep 2004 23:08 - 67 of 242

Windys.............I agree with you...........my research tells me this can be big........forget the main product this company has planned well......longer term this could be a good one........I'm in.....staying in and will top-up.

babykitcat - 29 Sep 2004 14:20 - 68 of 242

can any one tell for the reason in todays price change as i cant seem to find any relevent news?

beaufort1 - 29 Sep 2004 15:20 - 69 of 242

Babykitcat - OMH's offer for MOLS received 86.5% acceptances yesterday (see RNS) so it's in the bag. Offer extended to mop up shares to get to 90%.

babykitcat - 11 Oct 2004 00:41 - 70 of 242

i noticed on 08/10/04 that Barnard Nominees Limited has an INTEREST in osmetech 6.93% all looks to be getting better......I HOPE!!!! an increase of just over 1% form what the company results say

overgrowth - 14 Oct 2004 23:52 - 71 of 242

Interesting post from Bucketfull on advfn (is 2005 going to OMH's year?):

Extract from Mike Walters' comments as of April:

"Put a price of 25m on OPTI, and go back to the October 2002 share funding which effectively valued VIP 5 at 10m, and you have a low case 35m for the company or maybe 6p a share.

You could argue a take-out of 75m for OPTI. If you allow for the poor investment climate when VIP 5 was valued at 10m and add something for subsequent progress, you could project an uplift to 15m. That yields a notional 90m or 15p a share."

NB: The article precedes both the MOLS aquisition and the two IDEXX deals.

windys160 - 21 Oct 2004 15:32 - 72 of 242

where could you see the share price going, taking the other deals into consideration could we see 25p or 30p in the coming years? or do you think they will do a consolidation and get to that price by doing a 10 to 1 ?

Marty Boy - 25 Oct 2004 18:44 - 73 of 242

Can anyone please tell me, I have noticed over the last few days the vast majority of trades of Osmetech have been sells.
With all the recent purchase of MOLS and improved trading seen by the latest results, why does all the confidence been lost in OMH, hence the weak price.
I hope someone can help me understand this stock.

Regards

Smarty Marty Boy

leedslad - 25 Oct 2004 21:47 - 74 of 242

Marty Boy
The trades for the past few days, Buy's outway sells 2-1 MM bid 3 Offer 3.1 thats what people have been trading. MM trying to make the buys look like sells to keep price down.

Marty Boy - 25 Oct 2004 22:52 - 75 of 242

Marty Boy - 25 Oct 2004 22:58 - 76 of 242

Thanks Leedslad for that.

I have been looking on the trades on moneyam and most of the trades seem to to be red (unless I am colour blind).

If you are right, how can the MM's make the buys like sells.

I still refer to the purchase of Mols and the latest results. I still don't understand why there isn't any sustained movement upwards.

Please comment on the above.

Thanks & regards

Marty Boy.


PS This might seem like a silly question, are you from Leeds?



ptholden - 26 Oct 2004 09:12 - 77 of 242

Marty

Buys and sells are reported simply as trades and it is up to AM's algorithm to decide if they are buys or sells, by calculating where they fall in the spread. If they fall in the middle, they go down as 'unknown.' Because the actual spread is often quite different to the reported spread, it is easy to understand how they often go in the wrong column. For example, a stock with a reported spread of 0.055-0.075, sees a trade go through at 0.063, this will go down as a sell, but the real spread may be 0.058-0.063, in which case it is clearly a buy. Delayed reporting will also blur the process, as the spread will have probably changed by the time the trade is reported. MMs may also manipulate the data, just to make it really difficult!

Hope this helps.

Regards

PTH

babykitcat - 03 Nov 2004 16:27 - 78 of 242

over 12000000 shares traded today does any one know of a reason for this?

babykitcat - 03 Nov 2004 16:49 - 79 of 242

ok better make that 23000000 thats another 1000000 million in 30 mins!!!!!!!!!!

overgrowth - 13 Dec 2004 20:53 - 80 of 242

The RNS's look good today guys - I think this is the turning point for OMH...

babykitcat - 13 Dec 2004 23:58 - 81 of 242

on wards and UP wards its about time for this one

overgrowth - 15 Dec 2004 08:04 - 82 of 242

And yet another RNS - US approval for e-nose.....

babykitcat - 15 Dec 2004 11:19 - 83 of 242

seems we could be on to a winner (when) the pennies roll in!!!!
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