The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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Not willfully ramping, just a few thoughts. I'm becoming more convinced that the planets are aligning very nicely for ODX and for other testing companies. Ref ODX in particular:
1) RNS of June 3rd specifically states that DF will be announced to market (Paul McManus of Walbrook PR concurs) and that volume manufacturing by ODX begins once manufacturing protocols are transferred.
2) Dr Colin King is quite reserved and not overtly opportunistic. He will fall in-line with timing of Consortium and Government announcements. I'm not expecting a DF RNS until after the PM's big splash on Tuesday.
3) Clues from Prof Sir John Bell that "gold-standard" may have been reached which fires the starting gun for the politics.
So, on to the politics. These are my guesses:
1) PM Johnson uses his speech on Tuesday as a rallying cry to commence a) Major infrastructure investment in the UK. b) A Churchillian call-to-arms to "defeat this invisible killer".
2) For the latter, he will want to lay out a joined-up strategy to roll-out significant uplift in Test and Trace (to include both rapid antigen and antibody testing) and to signal preparations for eventual vaccine.
3) He will recruit both GCHQ and CONDOR and supercharge PHE to these ends.
4) Johnson will have every excuse to grandstand British innovation. British Fast Testing Consortium and two major vaccine collaborations involving British institutions: GSK/Sanofi and Astrazeneca/University of Oxford.
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From a personal point of view, I am increasingly excited by ODX's prospects. I upped my shareholding on Friday and would move again if there is any weakness over Monday/early Tuesday prior to Johnson's announcement. All above in my opinion only. DYOR. Good luck to all long-holders and keep safe !
What’s the betting DF is announced right on the wire? PM speech on Tuesday to focus on how we get the economy moving, funding massive infrastructure projects across the country, we will build our way back to economic recovery but can’t do that without testing.......thoughts?