I attended the AGM today which provided some further commentary on the slower than expected conversion of contracted sales to revenue. Brad went into some detail about the delays being a result of pharma company trial pace and supply chain issues. He stated a couple of times that he did not see a risk to revenue being realised - just timing.

The Eisai clinical trial results along with other pharma announcements due over thext 12 months are still very strong tail winds.

Investment thesis is still strong in my opinion and will continue to add as further proof points are delivered. Disclosure held IRL.