We would love to hear your thoughts about our site and services, please take our survey here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
I' ve read many of rich Ken's post and can only conclude he is a deamper. A tenner over the next year is clearly far too conservative. If the test is both gold standard and easier to supply materials for than other potential options then manufacturers across the world will be knocking on avactas door and this will blow the roof off production and share price and crush the r value across the globe.
"Something significant changed (and changed for the better in my view)."
Ophidian, can you expand a little please?
New rapid swab, saliva and antibody tests do not have to be approved by a regulator. Manufacturers are required only to self-certify that they have met certain standards to get a CE-mark.
The role of Cytiva does seem to cause some confusion! It has been clear all along that they are the key partner - not BBI, Abingdon and others to come. I thought AS made this clear earlier. Cytiva, and formerly Whatman from whom much of Cytiva's expertise derives, is both a developer and manufacturer of the core test strip at the heart of the LFD assembly. AL said this earlier - he said he was pleased to have the opportunity to clarify their role - they will be producing all the nitro cellulose membrane material, which I imagine will be pre- laced with affimer and other reagents, although he did not spell this out. On one of his slides he explained the four parts to the overall process - production of affimers, production of the test strip, assembling the final kit - BBI, Abingdon and others not yet signed up - and finally logistics - distribution. I know what Cytiva do and they are an impressive outfit. cI cannot imagine they will have been responsible for any delays, perceived or otherwise.
PL75 - That’s a weird coincidence Doh. I heard Klaus shouting ‘don’t you, forget about me’ from the basement.
Well this is REALLY weird - this song has just come on the radio now this second!!! Come on AVACTA!!!
From RNS 8th April: "Cytiva will transfer this diagnostic assay onto its proprietary point-of-care test strip platform and both companies will work together to complete analytical and clinical validation of the test as quickly as possible."
you don't clinically validate a flimsy strip - and I'd be surprised if you had the gall to call it a "proprietary point-of-care test strip platform"
Something significant changed (and changed for the better in my view).
Ophidian
MilkMonsta - Thanks for that, that settles my nerves.
Trying to grab bits of the preentation and work.
Don’t mess with the bull, young man. You’ll get the horns.
i thought Cytiva were only ever going to supply the the test strips once they had been developed and tested using reagents supplied by Avacta.
The June RNS stated this saying that reagent was supplied mid May when Cytiva had produced the first test strips.
It then states, “Following the optimisation of the lateral flow test by Cytiva, the design will then be transferred to manufacturing partners in the UK.”
So Cytiva were developing the design of actual cassettes to suit the final optimised test strips. This design has been passed to UK manufacturers in order to tool up for production.
So the “holy trinity” would be:
Avacta produce Or license production of Affimer reagent and supply to Cytiva.
Cytiva produce fully dosed packs of strips or strip on a roll, whatever manufacturers LFD assembly machines can handle.
BBI and Abingdon et al manufacture cassettes and feed them to assembly/packaging machines to complete the process.
Rgds, ZB
That’s a weird coincidence Doh. I heard Klaus shouting ‘don’t you, forget about me’ from the basement.
DOH85, sorry I did not mean the issue 'you' have - it is the issue people have!! Just to be clear.
Oh, and of course we heard the presentation not here'd the presentation sorry, for the typos!!
Agreed DOH85
DOH85, that was one of the slickest presentations you will here. Extremely well thought out and could not have been clearer.
The issue you have is there are many people here who don't now which way to turn. people need to focus on what they know and chose just a few solid stocks. Avacta is a clear winner, from March to now, and from September 20 to September 21 it looks like it could easily monster the market at burst over £10. I am sure it will not be the only one.
The next stop is much higher, so sit and relax! :-))
There was definitely many on this board who built up much more the position of Avacta's partnership with Cytiva and people have then heard some posters build up Klaus as some kind of LFD super hero. As it is the membrane is just one important part of a multi part jigsaw and if you don't have all the components you won't have a LFD. It would appear that BBI and Abingdon are the key parts of the jigsaw now as they combine all components through expertise. All we need is 10,000 samples of perfect LFA POC devices, confirmation of an exceptional device performance, given the information on ELISA and BAMS, don't expect anything less. Then the UK and the ROW will have access to the best POC Antigen Covid19 test in the world to be used just as you need it - to confirm if you are contagious or not. That is the only question we need to know to stay safe! The worlds governments want their population safe. Then Avacta will be the test they want.
Contagious or not Contagious - including the much more contagious new strain as exposed this morning. The Avacta tests are that important right now. No one knows if other test currently are adapted for the new mutation of the virus?? Ours will be.
Cheers, Rich
hp4020
Big al specifically mentioned that the supply of Cytiva's strips wouldn't be an issue even in very large scale up of test manufacture.
Manafacturing capacity was always my main concern, sorry to sound negative but that has now changed to Cytivias ability to keep the strips coming.
I suppose they have a vested intrest in keeping supplies available, but I am concerned that they seem to have been doing quite a bit of bed hoping, lets hope they dont start a dutch auction.
Was thinking the same DOH85.
Loads of subtle deramping going on whilst ramping other companies.
The share price today is doing my head in but as a LTH I'm not concerned.
DOH-I was just coming from an ignorant position. Wasn't Cytiva announced as a partnership implying more than supplier. It seems their template is just a supply function too and Abingdon/BBI can tweak/improve it. All helps to know what is happening.
We didn't. Sir Al expressed no frustration at their contribution.
'GE Healthcare is an established technology component provider for point-of-care lateral flow immunoassays. We produce a wide range of cellulose and glass fiber substrates and nitrocellulose membranes to an assured quality for accurate and reproducible results.'
Think it's pretty clear what they provide...when did we assume they did more???
That is what I am deducing Bubba
So am I right in thinking Cytiva will now just PROVIDE the nitrocellulose strip and all the techy stuff will get done by BBI/Abingdon?
@doze - the telling words from this morning from Alastair smith went something like (I've not gone back to get it exactly) - .....we're going to do the development work properly and create a robust quality product.....
Ophidian
Its not a big deal Spartacus.
However I think that one interpretation is that running through the presentation is the determination to make sure that ANYTHING (whether or not to do with the development of the test thus far) is resolved NOW rather than at a later stage.
That may or may not include Cytivas involvement.
Ophidian may or may not have heard something outwith the public domain re this.
If so its not an excuse for backbiting jealousy controvery or doubt ref our worldbeating test.
Its all good!
Ophidian, thanks. It appears Avacta have had to put in all the leg work to bring the device to manufacture and I thought that was a Cytiva forte. I did say I was worried about dragging feet over there and I hope AVCT can get the LFT to market without being hostage to any supplers. The strips were originally a Buckinghamshire factory product I believe. Tight reins could mean higher margin but better quality assurance too.
As Ophidian says.
This diagram helps explain the components.
https://www.cytivalifesciences.com/en/us/solutions/lab-filtration/knowledge-center/custom-lateral-flow-assay-development