Stefan Bernstein explains how the EU/Greenland critical raw materials partnership benefits GreenRoc. Watch the full video here.
I agree AP., still massive scope. It will male good money and I think that the global need will be such that it will do so over several years. scaling manufacturing is the big challenge. If it is better than the comp in a pronounced way manufactures will be magnetised and we could be looking at ramping to 100s of millions per week
Well you are kind of imputing an agenda. To be clear I am not anti vaccination in general (my kids have had the key ones). Just very cautious about risk and harm. Not least with fast tracked vaccines with, unavoidably at this stage, no long term safety profile and no evidence that they act as a firewall transmission wise. And on trasmission we already see a deceptive message from jvt and other govmt officials giving across the idea that taking the vaccine will act as a firebreak when that is simply a speculative hypothesis with no evidence having been collected to test it. The distortion of evidence here has been repeated in the media and has fed through into being a major motivation for many to take the vaccine. And we have already got people out their vaccinated who erroneously are under the impression that its a fact they wont transmit and may start to let it influence their behaviour. And lets not forget that if they can transmit still, many of them will become more hazardous to others by virtue of being less prone to having symptoms than they would otherwise be ie. a and pre symptomatic spreaders.
We are where we are and it may well prove to be that pursuing vaccination is the lesser evil harm wise at least for the most vulnerable. But that does not justify manipulative presentation of how the choice of whether or not to take it is presented.
I was surprised to get such good entry points in Nov/Dec period. Really great risk reward at these lebels.
Agreed. Also
1.never again put eggs in one basket - saliva based lfd,
2. Try to keep destiny in own hands as much as possible eg. Don't rely on government to act quickly on validation.
Quite possibly more this time round because the comparison with other biotherapeutic cos becomes more immediately relevant when they are about to be on the same market.
I think its not just that Nasdaq is a bigger market. Its the different mentality of investors. They will back good companies and keep backing them even at high valuations. That's the more general point and obviously it specifically applies to 4D as a company which sits with really good US biotherapeutic companies which are many times the value. Think about it rationally if you were a US investor in seres etc what would you be doing. Shaving your holdings to make space for loac.
I think a lot of demand for loac. Yesterday at one point it was up 60 per cent. Ended up 17 per cent. There will be days it really spikes on heavy deamnd. Its people thinking its abnormally cheap viz rest of sector. I think just off this alone 4D could end up at 2 or 3 quid in next month or so.
The contract refers to or implies that aptamers have advantages over antibodies. Are these just producability and stability or do they also perform better? I imagine govmt are now thinking about different reagents both for security and quality of lfd supply and also getting better performance. Its not a comp between avacta and aptamer per se at this stage at least. Just about govmt securing better in general
Im with the Avacta positive group on this thread. I dont understand how anyone can talk of herd immunity when it is more likely vaccines protect against serious illness rather than prevent infection and its transmission. I think people are also underestimating the potential scale of non death covid harm, including amongst some of the fit and healthy. And the infeasibility of running not well distanced contexts and events without testing. I dont see Avacta running into a demand problem for several years. Most likely BAMS will supplement and then supplant PCR and Avactas LFD or LFDs will supplement and then supplant other LFDs. We may be making a decent market off covid tests until mid to late 2020s.
Yes broadly agree. But new investors wont get stem printer will they?
Maninking Innova is a screening for infectiousness test. The fingerprick test is for a quite different purpose of checking whether you have had the virus. More generally I would make the point that the mologic test will probably sell well and be a big part of omega production. However, it is premature to assume it will perform better than Innova. 28 patients is not a significant dataset and we are not told what stage the positives in that dataset are at. The point about the chinese tests branded innova is that their information leaflet specifies mid 90s sensitivity too. But if you look carefully thats for patients at day 5 who typically have symptoms. The challenge is to get an lfd good enough to find most a and pre symptomatic carriers. If you dont then the real world figures for mass screening sensitivity will always remain much lower than those presented.
Its a positive for mologic and potentially odx. Did not see in the announcement what stage the 28 patients were tested at. Innova was able to publicise great figures because it tested people 5 days in - it was designed as a test for the symptomatic and is advertised as such but govmt have used it more broadly in desperation. Other note of caution is that this is 28 patients. Once they have a bigger set they will be able to produce more reliable s and s figures which could be better or worse.