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BCT 2.019, page-21

  1. 590 Posts.
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    Based on the CEOs comments on past anns - sales to accelerate considerably in Dec/Jan - I think the launch is in 1Q19. Labcon would likely build up some inventories before going full force on it.

    Labcon had a full year to show the product to their major customers and the fact they already made commitments for the next 3 years suggests good uptake expected.

    Agree that it could be faster than the min volumes suggest. Labcon's approach has been very thoroughly planned during this process and tney would have their min volumes as conservative numbers.

    Too early to think about volumes post FY21, but Im expecting growth to remain very strong in the following years (yeat 4,5,etc), noting that the $10m in sales to Labcon in fy21 will make up maybe 10-15% of what they supply in the biobanking space alone; not to say the other segments where they operate and can benefit from BCT technology.
 
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