Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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the second gen fluorotype sars- cov 2 and gensig assay kit have ce mark for sale in europe but are not approved for sale in usa
gizmo As I see it Novacyt are putting together a Global network, at very high speed. Working with some very big experienced players. They had the product which some of the big boy's want & they have been very clever in getting these colabs together. The question is who is the US distributor??
"In the US, the Company has signed a major distribution agreement for its COVID-19 test with a new global strategic partner. The US is delivering significant sales growth for Novacyt and this new agreement enables the Company to accelerate penetration of its COVID-19 test in this important market. This distribution agreement will focus initially on the US, with the potential to expand into further markets".
My opinion RBMInvest is that we will see a similar trading pattern next week, albeit it at slightly higher levels than we have been, building slowly on the last few day’s momentum, hence my prediction (or more accurately a total guess) of an SP of around 340-350p in a week’s time.
I reckon their hand is aces too. Anyone worried would be doing investor presentations and putting out RNS's on anything they can get hold of.
Either way, bet the antibody partner is someone we're familiar with. Probably staring it right in the face and just haven't put all the pieces together yet.
diagnostic - test - mega lab cambridge---- jobs start date ------ chess -------= bingo
CCK It's all guess work at the end of the day. Limited info coming direct from the company so you have to try & "Join up the dot's" . There isn't much bluffing going on so I'm thinking they are holding a good hand.
bruker do not supply in usa
@Kilkenny
Bruker looks like a solid candidate, timescale on the CE is really close. Nova said they're looking to get CE marked, Bruker says they have it now? Does it match up, did Bruker say they got CE after Nova said they were applying?
From Novacyts R&D update
· Development of a two-gene test to address markets employing this testing approach. Launch expected no later than September 2020
· Development, together with a partner, of a serology (antibody) test to detect past infection of COVID-19. Launch expected in Q4 2020
cck I may be wrong but could we be partnering with Bruker on t he 2 gene test & Antibody test.
The following is from a recent Bruker news update. I may be wrong but the wording is very similar form Novacyts recent R&D update.
"In a pilot phase and in collaboration with several partners, Bruker has recently also begun to offer CE-IVD marked serology antibody tests to detect previous COVID-19 infection in selected European countries, as well as a CE-IVD point-of-care (POC) antigen tests to screen for active CV19 infections in under two hours"
https://www.bruker.com/news/bruker-launches-second-generation-fluorotype-sars-cov-2-plus-pcr-test-for-detection-of-sars-cov-2-viral-infections-in-europe.html
theonlywayis..respect the fact you may well have your own opinion, that's not an issue. However, just because I express a different opinion does not amount to 'incessant ramping'. It's just a considered opinion.
Let's hear your own opinion, be confident enough in it to share it....
Great post CCK
My 7 day prediction:
A). RBMInvest’s incessant ramping continues.
B). SP is in the region of 340-350p.
GLA
Yeah a lot can happen in a day, just one bit of news can transform the share price. Nova has too many layers now, really getting hard to feel it out. Which products were developed for what partnership, and in what quantities. HT is for AZN we're pretty sure of now, and whether there will be any stock left over for other buyers in 2020 is a huge question mark (just noticed now PD sales team still didn't reply on that). Who is this antibody kit developed with or for. Is the Winter Flu/Covid kit an AZN collaboration too, is that part of the testing network? Are all the new products part of the testing network?
Will Nova stop selling the original RT-PCR test once enough 60 min HT versions are manufactured. Or will HT be all reserved for the govt/AZN and the original test being flogged off until stock of the HT allows?
Will saliva become the norm, or is govt. worried about saliva contamination and still preferring swabs?
What are the full list of partners now, and what is the full list of active trials/validations?
What is the capacity for all test types now?
Was the 2 gene test developed because Nova has indicative orders? Why burn R&D if they didn't, as they acknowledge that single gene is superior. Are French or other market 2 gene sales so significant that they put this out?
How is the care home trial developing? Prof at QM Uni said in email that the analysis would be done in stages if they notice any discrepancy between rapid testing and the original RT-PCR.
GM has signalled that Nova is acquisition hungry, who are they eyeing up, what tech is that, where are the markets for it. Is it a competing product, is it more profitable to buy this small company and access markets at speed that R&D'ing themselves - they've shown their R&D speed is quicker, if not quickest in the diagnostics segment right now (western companies anyway, we don't know about Asian timelines).
I bet that's not even scratching the surface. Other diagnostics plays are dead simple. They're basically developing some test, and you wait to see if they can validate it, CE mark it, then see if they can actually sell the thing anywhere near their unicorn predictions.
Might appear to be an ambitious call, but when things like this happen it's all in the timing. The timing is right for it now, or by end of next week. Oh, and things like this DO happen....
Pineapple u mean a billion of course tif that would then "leave some for the next man"
A lot can happen in a day never mind seven days. Synairgen rose about 500% in a day after news of their clinical trial were released.
It's got to come to a head at some point John. Now would make sense for both parties.
Definitely something BIG brewing here, and I've thought it has been for many weeks....IMO
Very ambitious for a seven day projection - but never say never.
I could be wide of the mark, but this is my own seven day projection.
AZN to be awarded a £500M+ PHE contract, with NCYT supplying all the tests.
When award is made public, NCYT and AZN also announce either:
a. A major official collaboration that looks well beyond the current Covid situation. SP to c.£6
b. AZN buys out NCYT entirely, for c.£15 per share
Putting myself out there to be shot down, but I do believe we're very close to something along these lines.
HOLD. DYOR.