Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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No - you are absolutely not allowed any opinion unless it aligns with the view of DOH85 - the owner of this board.
LSE has become a total waste of space as I said earlier this week - get on one of the telegram groups, where balance and questioning is encouraged and the forum isn’t run by a couple or jumped up plebs looking for confirmation bias 24/7 whilst howling at anyone who dares pose and alternative view.
G’night.
Sorry
iPhone
Naughty 6 H
Naughty 6 H
Monks, must be a reason why the ceo sold £400ks worth. Seems like test not coming to full market out anytime soon, at this rate BRH's Paraytecs test will be out before Avactas.
DOH85, I have always kept out of the daily moans and groans. Today was the first time I have said that I thought it was taking a long time to develop some of the assays. Am I not allowed an opinion ?
It was mainly in response to finding that having developed the ELISA assay they were not going for regulatory approval on the one assay they have developed in house.
Maybe Monkshoods apprentice can solve the global pandemic
I'd agree Monkswood if I had any idea what your saying
Hants-
A couple of years ago I had a very good Masters student who developed an assay for 20 proteins. She was relatively inexperienced at lab work. The project was based on quantifying tryptic peptides as surrogate markers for the proteins in question. She selected the peptides in silico then confirmed this in vitro on samples (in practice this is an iterative step). She then designed 3 synthetic proteins concatemers of the selected marker peptides. It needed three as the proteins were at very different abundances.
The DNA for the proteins was synthesised, the proteins expressed and purified from E.coli .Tryptic digests of these were then checked by MS/MS. The next step was to repeat this but make ‘heavy’ (isotopically labelled) versions of the proteins, this is so that they can be added to the assay to provided ‘absolute’ quantification. Calibration curves were generated, and the assay finalised. She then used the method to accurately measure the abundance of the proteins under different conditions, measuring some other parameters as well.
In total she spent just three months in the lab.
Admittedly it was not at commercial scale but it is a lot more complex than what they have had to do and she was inexperienced, so this is why I think it has taken rather too long…..
Thanks Monkshead that was my thoughts as well
Oke, who knows? I don't even know what the BAMS 'assay' is. It is an affinity purification step - but beyond that there are different routes/options. Will they use intact proteins or a tryptic digest, what is the sensitivity, do they include standards ?
It has been a long time since they first supplied Adeptrix with the Affimers, but in terms of a test that can be run as a Sars cov2 screen we know nothing.
I really though that a summer time line for release was reasonable as it does not have the complexity of a LFT.
Monkshood,
What’s your view on the BAM’s timeline in terms of a commercial deal ?
Reading the Bruker note published in September it looked to me they had already completed their trials as such - in the main and it works.
What’s stopping Bruker switching to use the Affirmer ? Avacta don’t need UK approval for USA and it appears the FDA are pretty flexible at the moment anything Covid.
Any thoughts ?
Hants, I would say in my defence that I have spent most of my working life as an analytical chemist and the past 10 years developing MS based protein quant assays.
mortgagefreeman, why don't you just sell your position and go away. 775 posts of complete rubbish.
When you invest in a good company, you get to make money off other peoples hard work and success. If you think you can do a better job, then go and start a business of your own and then you won't have to worry about waiting for other people's hard graft to earn you money.
I'm not sure why you think you know better? Do a search for the "Dunning Kruger effect" graph. You're on the peak, known as "mount stupid."
Woah, MFM, our resident tedious bore has managed to post something factual, whatever next?
We wait and wait.......nothing in media can be our tests we are still in the drawing board.
Q48: Would you provide an update to the market post completion of technical transfer?
Yes, when technical transfer is completed and the production of pilot batches has started we will update the market that we have hit this important milestone.
Oke, but the ELISA test is the one that they have spent the time developing themselves.
You can use affinity capture in 96 well plates (or in tips) and follow this up with analysis by MS, it can even be fully automated.
I just think that it has taken too long to go from having selective affimers to monetising a product.
Monkshood.
Partly agree and hindsight being a wonderful thing, however the strategy around Covid 19 has been clear, BAM’s and a POC self administered Antigen Test.
A commercial deal with BAM’s has to be close, an RNS that announces a revenue deal will be the first part of the strategy completed.
We then await the completion of the LFT.
PL75, I agree, they could have had affinity capture in a microtiter plate (no sandwich) almost straight away. They have the affimers to do this for both the S1 protein and the nucleocapsid proteins.
Another example is that it is possible to do affinity capture in pipette tips.
Lots of companies have been busy raising their own mAbs for tests and other applications, Roche clearly see potential with their antigen assay (the advantage of theirs over Avacta's is with the detection system).
I feel that the diagnostics has been treated a bit of a side-line to the 'more exciting' oncology work and they have rather missed out on capitalising on some of their early advantage.
It’s not much of a secret, Sir Al said they were having detailed discussions.
https://youtu.be/NDuKs5_THxM
Not just an NDA - they have probably signed the Official Secrets Act.
I also thought that was strange, but my guess is that Sir Al’s strength is in the lab on the technical side rather than commercially. They could have commercialised that months ago.
Glycosylation half answered, details of BAMS test not.
I also note that they are not going to seek regulatory approval the ELISA. I am surprised by this. One of the points made was how quickly they had selected the specific Affimers (4 weeks). This is far quicker then would be possible with mAbs or pAbs and easier to scale but then they lost this advantage by then taking so long to develop the assays. Now they have an ELISA assay they are not really going to maximise the revenues from it. They would have perhaps been better licencing to others ?
Lol Arby.
I will own up to being the "numb skull" who asked the NDA question.
Obviously my hope was that they would answer it "live" at the presentation as I thought we would definately get clues from the language and tone used in a live answer.
However, the actual answer, as others have pointed out pretty much confirms their existence. Pleasingly, for me it is the fact they actually included this question at all indicates that they really want the investors to know that NDA's are in place. Since they did not include my other question around the ambiguous timeline (shortly, quickly, very soon) language used in RNS's.
So, I think the question was a good one and am very satisfied with:
The Answer
The fact it was answered at all
So I can see 50 Q&As. 2 out of 3 of my questions are in there. So interesting that they chose to include this question perhaps. Anyone else notice if all their questions were answered or not? Assume they de duplicated as much as possible.