The latest Investing Matters Podcast episode featuring financial educator and author Jared Dillian has been released. Listen here.
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Yes Woody, with our suite of products and more coming online I see a market cap of £280-300Million as very achievable over the next 6 months.
Of the big three you mention ODX are by far the most likely to breach all time highs again in coming weeks. I’d expect to be over the quid going into the autumn if newsflow on orders comes good.
NCYT - I really think the market has lost interest in lab tests. It’s all about rapid poc test stick cassettes now. NCYT has its day.
AVCT - Still got no products and have failed to commercialize one viral application for their affirmers over the last five years. It all smells a bit Dodgey over there to me.
With 249 million shares in issue Avacta now need a market cap of £522Million just to get back to their all time high of £2.10 where investors got ramped into an unsupported spike with no saleable product. I can’t see it happening but we watch with interest.
Agree Woodstock once these orders for the Elisa and the phe box tick comes in for the rtc this could be a boomer
We could go to £180 million cap and still eat the compition for breakfast.
Good weekend guys.
Avct market cap sat at £326 million. We are sat at £66 million but in a stronger position.
Ncyt is a one horse winner of a market cap of £203million.
Evidence suggests that Roche and Abbot tests are not reliable.
Furthermore our company is already strong. The last 5 year accounts are looking juicy. Meaning our company is not 5 minute wonder.
Our company leaves Ncyt standing.
Yet, Sir John still believes that antibody testing will have an important role to play. He pointed to previous outbreaks of SARS and MERS, other types of coronavirus, where scientists found T-cell responses were largely simultaneous with antibodies.
In other words, if a person had developed antibodies to SARS or MERS, they usually had the T-cell response too, and vice versa. The T-cell responses tended to last longer, adding hope that protection may be long lived.
“We’re hoping that Covid behaves in a similar way,” Sir John said.
“I wouldn’t worry too much about the Swedish study, it was quite small. If everybody who has an antibody response also has a strong cellular response, then it’s possible that antibody tests might tell you that people will be protected for a long period of time. That would be an extremely useful piece of information, but we just don’t know yet.”
More juicy bits from the article :
Close to a breakthrough
So far every ten minute ‘lateral flow test’ (where finger prick blood is fed through a pregnancy-style cassette at home) tested by Public Health England (PHE) has been found wanting. The only validated options are so-called ELISA tests, where blood is taken intravenously by a medical professional and then analysed in a lab, which of course takes time.
Misman,
Deadly telegraph article is good .
I am going for £200 million market cap soon. Someone had to say it
However, Sir John believes his team are on the brink of a breakthrough.
Last week PHE launched a study into the effectiveness of a number of home testing kits, including one developed by the Rapid Test Consortium, involving Oxford University and four UK manufacturers: BBI Solutions, Abingdon Health, CIGA Healthcare and Omega Diagnostics. The results are due in late summer.
“We know the analytical quality is good,” Sir John said.
“All we need is the science that supports the notion that having antibodies is protection. We’re doing those experiments at the moment, and we’re doing them alongside T-cell studies.
“All I can say is we hope and think this Rapid Test Consortium test is the real deal, a game changer, if you like,” Sir John said.
“I foresee an antibody test appearing before the end of the year, and this may well be the one we’ve been waiting for."
Has anyone a link for the telegraph article or a brief précis would be obliged ty
To be fair they said "Think" but I certainly hope so holding 12,000 shares
just to repeat that!!! "this Rapid Test Consortium test is the real deal – a game changer if you like"
All I can say is that we hope and think this Rapid Test Consortium test is the real deal – a game changer if you like,” he said. “I foresee an antibody test before the end of the year. And this may well be the one we’ve been waiting for.”