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No, it doesn't. Protectionism is so last year.. it's about building a decent product that there is a need for and selling it, ask Tesla who open sourced all their IP btw and just became the highest value car company in the world.
you really don't get it.............. a small part of our development has been accelerated............!
All the best (end of.............. those that want the end result, will have to pay for it :)
Newboy, if skins can buy it off the shelf,
so can others, doesn`t that worry you,
we have control over all our IP, except the
Hello Mr B. Thanks for posting numerous replies to this thread.
Having watched the Proactive clip and read the RNS are you in a position (if the covid water detection box works, which I have no doubts that it will) to give the following information? Might not be allowed due insider information rules.
* Is Integumen's cut of the profits going to be on the cartridges only or does the company have a % of sales on the boxes / electronics side of things as well? In short, what percentage of sales will roughly go to Integumen.
* Do you envisage a massive demand for these boxes (with covid detection plates). If so, are you allowed to give an estimate. Not to worry if you can't.
Thank you again.
.....also, I fink I've found a small, but important typo mistake on the Finals from the 15th, might require a correction if so............!
"Placing subscribers 2 May 2019 95,624,999 1.5p 2 May 2021"
I reckon these warrants are @2p and not the 1.5p as stated in the RNS...........?
All the best (tick up please :)
@gjbrandon, you describe yourself as a "shareholder, investor, lender, management and board member", all referring to SKIN I assume............!
would you expand on the "lender" part please............
All the best (from a fan of yours :)
And now we know truffle, from the horse's mouth so to speak.. Skin works in a collaborative / interdependent way.
Personally this works for me rather than the company spending millions trying to reinvent something that they can buy off the shelf so to speak...
First of all thank you GB for your detailed explanation.
I think the long and short of it for me is:-
a) Will the use of aptamers ultimately impact the sales of reagents (circa 500k a batch if I recall correctly?
b) Since the aptamer coating will target and only capture a specific target pathogen; does this not make Rinodrive and it's AI somewhat redundant in it's purpose of identifying a pathogen?
Many Thanks once again
Newboy, totally wrong, I get it completely,
important to know exactly who we are
dealing with, and on what terms.
It should be of interest to everyone on
this board to know this solution is not
exclusive to skins!
@Newboy. That is just not in my nature :-) I prefer shareholders and potential shareholders to do the research and not just get soundbites on BB's. There is a lot out there on RNS, on the corporate and subsidiary website, on my twitter feed, in the 2019 Annual Report and clarifications on BB's.
Just wanted to say a massive thank you for the constant stream of information you share with us, from my point it really makes me feel part of what your doing.
Its all well over my head but you have a way of stripping away the fog and give us a glimpse of what could happen.
You have a great Sunday look forward to further groundbreaking news in the coming months
I'd give up if I was you GB, I don't think trufflehound will ever get it....
Aptamers Group can supply to anyone they want to. I explained what we used previously (and that works) just that with Aptamers we don't have to use additional electronic elements. We could equally use Affimers or any antigen method of capture of the virus. RAWTest is what we do when the pathogen is captured and how we identify it. The Aptamers make it convenient to capture on the coating in our cartridges.
GB, I know how it works, my question was,
until Aptamers , what did you intend to use,
and can Aptamers supply their solution to
any company they wish, even companies
competing with Integumen?
Thanks for your replies this morning GB, certainly clarifies the situation.
@trufflehound. Integumen will never reinvent a good solid wheel hat works. All the investment has been done on great technology that exists, so we collaborate, cooperate and revenue share. RAWTest was originally designed to use dielectrophoresis which is a technique to maneuvere cells using their polarity (physics) into the position where we could determine their spectrum digital signal for comparison with the datasets of AI we have on bacteria we originally were working on.
When we looked at viruses, which are much smaller than bacteria, we looked at a number of capture methods and we are constantly looking for others, which we will test in the future. However, the team at Aptamer Group had isolated Aptamers that have a good affinity to the spike of the protein of SARS-CoV-2 (A video of this can be seen here https://www.linkedin.com/feed/update/urn:li:activity:6678971478534324225/) so why even consider inventing something that works. Right?
So we worked with them for a couple of weeks to help them refine and redesign an Aptamer to meet our requirements and we entered into an agreement to use their virus capture aptamers as a coating on our nano-photonic surface. We don't care how the virus is captured, so long as it is captured. The detection and identification is in the use of our RAWTest miniaturisation of nano-photonics and AI to confirm that the virus that is captured is whatever pathogen we want to capture.
Hope that explains it but an illustration of how it works is here in the twitter image. https://twitter.com/gjbrandon/status/1275567638727528448?s=20
So, we are now using Aptamers to coat our photonic plates,
is this because they are better at identifying covit than the reagents
I'll second that Gerard, it's refreshing to be invested in a company with a clear vision, with a CEO who is passionate and isn't afraid to communicate clearly with share holders. Like you say there are traders and long term shareholders and each have their own strategy. For me Integumen feels like a great long term company to invest in. Keep up the great work, it is appreciated. ATB
Thank you for that response and your involvement on this BB.... Much appreciated....
There is nothing to be confused about as pretty much everyone of you is or are partly correct.
There are (and going to be) hundreds of competitors mass producing test kits and within 1 year they will all be pregnancy test kits fighting for shelf space, just like pregnancy tests.
University of Aberdeen is being used to test the SARS-CoV-2 virus on normal Labskin and on very specifically grown Labskin that mimics the soft tissue of the nasal mucosa to identify ingredients that kill the virus in the nasal and Oral cavity areas. This is the dental part of the RNS.
Aptamers, that are grown to only capture the target pathogen (SARS-CoV-2, Norovirus, Enterovirus, E. Coli bacteria etc) are being coated onto the surface of our nano-photonic surface of the RAWTest cartridge. The cartridges will be 1 and 4 units (they can be one pathogen target, a multiple of the same pathogen target or a variety of targets). These are designed for the purpose of detecting the pathogen targets in water (drinking and wastewater).
The business model of Integumen is collaboration, cooperation, not competition. This is illustrated by participants in the ecowaterOS consortia. I have mentioned in a recent video that Rinocloud, Labskin, Nimbus, Modern Water are a solution, but even together they are a small part of a global solution to test and even predict hotspot breakouts before they spread into the community.
To produce high volume requires OEM producers of the electronic equipment. That is just another participant in an ever growing consortium.
The business model establishes a sales, marketing and distribution that it controls and dominates in the sectors where it already operates in. Modern Water has a presence across the world with thousands of existing units and customers on all continents. Owned, controlled and dominates with a 30 year old Brand, respected in water contamination detection
That is the growth strategy and I am pleased that most of you have read, researched and understand what is being built.
There are shareholders who are traders and there is no means to address the volatility of the share price in the short term. There is a big picture project here, and that takes time. So for me, as a shareholder, investor, lender, management and board member, I am in this for the lifetime of the project, not the timing of a day trade. I have respect for both trader and long time shareholder.
Good luck to everyone
I think there is a massive difference, I thought that the pregnancy type test kit does not examine human waste at all, I was under the the impression it would go in your mouth and work that way.
Wast water monitoring is about finding hotspots and predicting future outbreaks, then drilling down to find the source, 330 million people in the USA, how long would it take to test them all, how often would you test them, once a week ?, how much would it cost, I see RAW testing like a weather chart, showing where and when the virus is about to appear, then shut that area down test trace and isolate.
And integumen have already the transponder thing you refer to, it took years to produce and it a tried and tested product, if it works with COVID they will be in, rest-homes, cruise ships, hospitals, schools, offices, to name but a few........
Again I am happy to be corrected on my assumptions
Have a great evening
Completely agree with everything you say. What puzzles me though is that the RNS released 3rd June was headed :- "Labskin anti-viral COVID19 skin and dental tests" and the commentary focused solely on that. Whilst we know from Gerry's tweets that they will be using this study to advance their waste water early warning system, there is actually nothing that I can see within the RNS that suggests this. So as a layman supposing I was a dentist, would I buy from Aptamer a disposable no nonsense real time test kit and add a couple of quid on to each patient for such or buy an extremely expensive analyzer which will need servicing, probably more man hours in processing and warranty payments etc. This being the case, why are Integumen doing the research up at Aberdeen and not Aptamer.
I am not a scientist and confess to being ignorant on such matters, but as a pleb, whichever way I look at it (and believe me I'm hoping that I'm wrong) , this is how it appears to me. I do get that it's not a 24 hour monitoring system, but for all I know it might be possible to engineer one of these things to be stuck down a sewer with a transponder that is activated if it detects a particular pathogen ! Same result without the expense.
Basically, what I really would like to know, is was this RNS about
a) Us assisting Aptamer in forwarding their product with a view on making revenue from the manufacture of Aptamers.
b) Aptamer assisting us in forwarding our product
c) Bit of both ?
Guess we'll have to wait and see ATB
I can understand your point re the Aptamer pregnancy type kit, giving almost instant positive/negative readings and so a good post. A few things on this though, wouldn't it require several times a day wastewater checks to get a pot luck passing detection sample. RAWtest tech is automated and water will be constantly passing through it, so much more likely to get a hit on Covid-19 through spike protein lock on. There will be a 4 unit option, which to my understanding (correct me if wrong) means they can be set to detect for 4 different virus, bacteria, etc.. targets at any one time. It's all automated (24/7 monitoring as you stated), so fit and forget until detection, no need for manual sampling to remember to be done and carried out. However, agree price point will also be a factor, but it seems pretty obvious MWG will be looking to retrofit to many of their tech and both will have sounded out potential for market demand surely.
Got to admit what will be needed financially to advance it, having partner agreements will help somewhat and still give us some decent profit no doubt, or I hope so.
Thanks for your reply and to all others for replies.
I appreciate the explanation, but my point is that Aptamer seem to have a real time product akin to a pregnancy test that when the blue line shows then you have the virus. It doesn't appear to need all the very expensive AI technology/equipment that goes with the Integumen real time solution which many of us are counting on as barrier of entry for other competitors. It has been mentioned on here several times before that we are years ahead of the competition, but here is something that apparently will deliver a real time diagnosis without the expense of the technology and equipment (appreciate it is not 24/7 monitoring.)
I'm not trying to detract , just trying to understand fully where all the pieces of the puzzle fit.
Bronx, completely agree with you re Integumen being the better/safer investment as they are not tied to supplying their products solely to Modern Water. I also agree that if the stars do align, then there is no question that the wastewater side alone could be massive and certainly they will need money to fulfill the potential .............. quite a lot of it I would suggest. That said , if it is the only viable real time solution available for this particular project , I would imagine/hope that there would be various financial options available other than a placing . I would like to buy more here, but the finances of any future expansion/ramp up is currently what is holding me off.