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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 - 17 Jun 2004 07:46 - 2 of 242

when does the company quater start is it in jan or april?

DITCHPIG - 23 Jun 2004 13:21 - 3 of 242

There are usually 2 reporting periods.
October and July for the financial year that finished at the end of March.
The interims are published in October and we are just approaching the year end results which are expected anytime in the next 5 weeks.
Osmetech usually publish early to mid July so we should start to see some action soon.
This set of results should see that the company has reduced its 3 million annual loss to a virtual break even position. The last 2 sets of result have seen the price peak at just over 5p so given the improving position some, myself included, are expecting a 25% increase in the price over the next few weeks.

DITCHPIG - 23 Jun 2004 14:58 - 4 of 242

Thread updated with additional links to new products.

DITCHPIG - 23 Jun 2004 15:10 - 5 of 242

12355

windys160 - 23 Jun 2004 19:43 - 6 of 242

thanks for that ditchpig, been holding for 2 years now hoping to see the price rise steadily between this july's results and january with what could be the release of a couple of products and also next year with the release of the e-nose device, only good time's ahead for this one :-))) ..

drinkgood - 23 Jun 2004 23:24 - 7 of 242

Sincerely hope that something is on the way here....since they were bouncing up n down in Jan/Feb been very quiet since...here's hoping..

windys160 - 01 Jul 2004 00:42 - 8 of 242

here we go again this time i hope they will stay up could even reach 6p this time :-)))..

DITCHPIG - 01 Jul 2004 01:45 - 9 of 242

windys160.
Interesting to read your comments. I've been in this for a good number of years myself and have averaged down to just over 4p. The results are expected anytime within the next month the concenus being towards the end of the month but given yesterdays jump up I guess we could be seeing them sooner rather than later. With the notable exception of last year Osmetech tend to favour the early/middle part of the month the for results. Added to this the stories about new product launched towards the end of the month in LA I expect we should easily pass 6p this time. Best to hang in on tight. Could be a rough ride over the coming week. I notice a number of old derampers have reappeared on the AD VFN board which is usually a sign of action on the way. Thankfully we seem to be free of that sort of behavouir here.

Regards,
DP

windys160 - 01 Jul 2004 06:53 - 10 of 242

let's hope they stay over on advfn as all i can see with share is blue sky would like to see it recover to the 13p > level of a few years ago now that would put paid to any derampers, i feel that this company as a long way to go yet, will be holding for a long time to come :-)) cheers windys

DITCHPIG - 01 Jul 2004 12:25 - 11 of 242

Same here windy though given the activity of the last few days 13p does not seem quite so far away now.

There is story in Guardian of rumours of more deals on the way.
http://www.guardian.co.uk/.

Osmetech was marked 0.2p higher at 4.25p on the back of speculation that the diagnostics company could announce two deals at its upcoming annual shareholders meeting.

DITCHPIG - 01 Jul 2004 12:38 - 12 of 242

Looks like their could be some truth to this deal specualtion.
The MM seem to be fighting amongst themselves to grab the shares this morning.
I've not seen it this active since January.

L2 Brief.
On the Offer.
TEAM 4.35
KBC 4.35
SCAP 4.25
WINS 4.25
MLSB 4.2
EVO 4.1
KLWT 3.75

On the bid
EVO 4.6
WINS 4.65
MLSB 4.7
KLWT 4.75
SCAP 4.75
KBC 4.75
TEAM 4.85

DITCHPIG - 01 Jul 2004 12:39 - 13 of 242

13179

drinkgood - 01 Jul 2004 20:46 - 14 of 242

Personally I shall wait to see some substance other than the bollocks from rampers.

windys160 - 02 Jul 2004 13:19 - 15 of 242

what has been said on this thread that is bollocks to you, can't you see the potential of this share over the next two years, looks pretty rosy to me, but then i might be one of the rampers that is talking bollocks, but if we're right in what we think then we'll be the one's sat on a tidy profit not you :-))...

DITCHPIG - 02 Jul 2004 14:59 - 16 of 242

He's best ignored I think. He has posted similar message round all the other boards as well.
Good to see that the price has held its gains today. A few days to stabilise the price at this level before the push north resumes would send out a positive signal. We've had some steady buying today which will further strength our position.

DITCHPIG - 02 Jul 2004 15:00 - 17 of 242

13381

DITCHPIG - 06 Jul 2004 16:28 - 18 of 242

Added a table of the major shareholders.
Anyone know who ELEONORA INTERNATIONAL INV LTD is?
They seem to have sneaked in under the radar.

DITCHPIG - 06 Jul 2004 16:28 - 19 of 242

13484

dual - 07 Jul 2004 11:25 - 20 of 242

Osmetech will announce two new contracts I have heard from a reliable source r worth a seven figure sum. Does anybody know anything about the links os has with a Irish biotech.

windys160 - 07 Jul 2004 20:56 - 21 of 242

let's hope your right, theses sort of contracts can only help push the price higher, let's hope they stay up this time rather than doing the norm and falling back a few weeks after the results come out. :-))
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