Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
I think that's a good point Hants. We now focus on affimers as the USP but everything we know suggests its a great usp. We know Innovas website suggested its test was not designed for front end of infectiousness. From the sensitivity of Avacta's Elisa we know it may be a lot better on this front - dealing with pre and a symptomatics who are central to the invisible thread. If vaccines, as seems likely, increase the number of asymptomatic and low symptomatic carriers then it is easy to see how a test with a usp that enables these to be highlighted through screening will remain immensely relevant, given limits of likely vaccine early distribution and ultimate take up.
Good post. Just to add one more point. The sensitivity was achieved with test devices made from 'a highly scalable test device using readily available components and routine manufacturing processes.' A tech transfer is mostly about getting these processes in place so the substance of it would seem to be in place. So that derisks.
It refers to Avacta working of the 2 types of sample but this should be fairly routine work. It has been achieved by other tests like Innovas
Sorry its late I think first part of previous post is wrong. I think she said not point of care tests meaning its not next to patient but could be lots of other ways, such as from hospital wards, doctor surgeries, people sending a sample from home perhaps....
She just said they are not point of use tests which of course they are not unless you've got a fecking 100k mass spec machine lying around in ya garden shed. Home in the context of mass spec would simply mean someone could be sent what they need at their home to send back a sample that can then be run on a mass spec.
As for the flu bit no need to panic. Do a google search on what multiplexing is. It includes ability to stagger and ability to run more than one assay at the same time - thus doing including an assay for flu whilst doing one for sars- cov 2. The site I found also reference a machine that ran more that 6000 samples unattended over the course of a weekend. Considerably more impressive than the 1000 a day we have envisaged.
AI it seems Perdita is the lead on the mass spec national initiative. They are doing phase 2 clinical validation since yesterday and are set up to do that at 6 universities. We know we are in the trial from the tweet on 17th. We don't know if any other companies are also in at this stage. My impression from a newspaper article posted on this BB several days ago is that MAP sciences wont be ready to validate their test for a while yet.
DOH - is depends on the profit the 500m sales generate. If the profit was 200 then mcap would be 300 on 1.5 pe. More likely mcap would closer to a billion on such a contract. Especially if it was on the back of an lfd with great performance which would quickly attract more manufacturing and sales orders attention.
Falcon tweet on 17th nov said we were in a national evaluation of mass spec. Perdita last night tweeted about early results of cv being good and saying plan is to roll out to broader field trial within a month
Its true - if wed had a world class test ready in August, manufacturers in every country that has a decent one would have got an agreement to make them and we'd have been blitzing the r rate down globally.
Cant see it costing more than a quid or two for the raw materials. Maybe 8 quid profit to share? No idea whether they are going Dutch or something else but should be at least a few quid a test profit for us.
And Falcon tweet on 17th also confirmed we were part of the national initiative. Still its concretising time lines. If all goes well we will see a massed up phase 3 field trial across many NHS sites prior to christmas. Even the scale of this phase 2 is pretty significant.
That ties in perfectly with the PIN. Through phase 1. This is already start of phase two which the PIN says takes 4 weeks. So basically probably we will get clinical validation with performance figures and probably confirmation of the start of phase 3 coming down the chimney just before Santa. Will load up more if I get the chance on monday. It would be Rudolph not to.
Unfortunately the way Biden's cabinet is lining up suggests he won't address the environment and some other pressing issues as well as one might have hoped. The democrats could be out in 4 years time if he doesnt do much for his voter base.
I got the impression from an article on another thread that MAPP was not going to be ready to validate for a while. There is an Austrian test but no I think they are only just getting heads around thw idea of it potentially being bought by their government
Scaredy there us precedent for govmt paying for needed stuff upfront - Abingdon got a large contract to supply materials for ukrtc antibody test kit materials. The govmt are not always slow and haphazard. I am not sure its as finite as you think either. New machines can be bought, sites expanded and new sites started, new managers and production staff hired etc.. Just takes time to do that - they might have dived in and be subject to an nda or they might just be waiting to see which or the mologic and avacta tests is best to produce, though ofcourse they also ha e a contract to nake mologics
Phase 1 seems to be complete and phase 2 takes 4 weeks so maybe late december. But you have to remember company got so peed off with govmt delays that it started it own validation as well. I would not be surprised ro see an rns with results from that by mid december.
RNSes are important but most important thing is that phase 1 must have gone well because the Government are not only pursuing phase 2 but have gained enough confidence to lay out the plan beyond that all the way to what the PIN describes as industrial scale rollout.
The PIN seems to suggest that phase 1 is complete. Phase 1 is the feasibility study. An RNS may be issued on monday to notify us of the result. Phase 2 clinical validation takes 4 weeks but may not complete until early January since the PIN itself refers to rhe need to first garner goods and services for it,, which might take a couple of weeks or so. However, company has been collecting its own data and I would not be surprised if that is released via RNS in early December.