Member Info for allah4uk

Ashtrey, thanks for your input. When you said the test is ready, I surmise it's a supposition on your part.

I was also thinking that perhaps the test had been delayed because AZN went alone and ran into difficulties, and only after that did they call NCYT for help.
But that's not so likely because they'd have the resource to bruteforce their way into making a viable product quickly enough.

Thanks for reposting the link B2H, it's a great article and hadn't read it.

A cursory search doesn't show any news on AZN's or GSK's antibody test, ever since this announcement dated 9 April. It's been more than two months now. I'd have expected at least an update prior to commercial launch.

So either the manufacturing has been delayed, or it might even have been shelved.

Yeah Prop, that, and the fact that there's already an active collaboration going on ; so it's not like NCYT would have to get in touch with AZN out of the blue and try launching a cooperative project.

I've tried poring over the 08/04/20 RNS again, but it's hard to extract any real clue.

"This facility will be used (...) to explore the use of alternative chemical reagents for test kits in
order to help overcome current supply shortages."
-> Obvious reference to Exsig. But technically this wording would allow for the developement of "alternative reagents"... fit for use on a rapid test kit.

Oh well, that's still pie-in-the-sky at this stage.
Methinks that, in all probability, Graham DID explore the possibility of developing a corona rapid test. It's is very probable also that several rapid test prototypes have been developed and trialled.

Then what ? A pessimistic shareholder such as me would say that, facing the difficulties of producing a very accurate rapid test, Graham has shelved the project ; and focused resources on the reagents side. Speeding up processing time is a goal that's been stated by the company in the past. It also makes sense to cut your losses and focus on your strength - in fact, that's exactly what the group has been doing.

A glass-half-full shareholder would think that indeed accuracy is very difficult to achieve, and that's why we haven't heard anything up to now, but it doesn't mean NCYT has given up. Cue AZN and its resources.

As for the timing of an announcement ? I'm guessing end of September, at the same time as the H1 2020 report. That could coincide with AZN's release of its Phase III vaccine results.

The following article shows that the challenge, and key to achieve product differentiation if NCYT were to release a n antibody-based rapid test, lies in improving sensitivity during the first week after symptoms onset : https://www.ncbi.nlm.nih.gov/pmc/articles/PMC7198434/

only1jop, but I thought antibody tests on the market were working using blood collected from the fingertip (good luck selecting a vein over there) ?

Prop : So... you're thinking NCYT would have asked AZN to assign some human resources in order to ensure the speedy development of a reliable rapid test.

I mean NCYT does have a bunch of flu-related rapid tests. Whilst AZN has a strong focus on respiratory diseases - and just happens to be studying the coronavirus very heavily.
It'd make a lot of sense that AZN could lend a few guys on a rapid test project (which could be trialled at the same time as the vaccine) and/or sharing some data.

But would they be willing to ? There would be a financial incentive for them, but I wonder if it'd be strong enough for them to warrant further cooperating with NCYT.

Prop, my concerns if I were Graham would be :

1) Can I make a reliable antibody test ?
Wouldn't want to ruin the stellar reputation for accuracy that the PCR test brought me.

2) Can I manufacture it ?
Assuming the prototypes do work adequately, where to mass manufacture it ?
In-house capacity must be full, and external capacity must be hard to source - both in terms of quality and available output.

That's new from 2019.

Its was positive but not remarkable, for this share simply followed the overall trend witnessed in the CAC and FTSE.

It went up because the markets went up ; not because a particular news propelled it.

I am thankful to older and more recent posters sharing their work on this share : Vanv, GGG, Bladesharp, ShaunP off the top of my head.

Yet I agree with Morningsun, in that if this isn't an insider tip, why not openly speak about it ?

Finally, this got me wondering about the depth of the as-yet-unkown US partnership.
IIRC Brüker will produce and distribute the test in the USA.
But there's another company that Graham has partnered with, but won't say its name.

I wonder if it's the same which Novacyt developed a multi-respiratory test for.
Multi-respiratory tests, in a 384 well format. Coincidentally, the corona test is also a respiratory test, and is about to be released in a 384 well format, too.

NICE SPAM !

Not.

Just the commentary of a random journo, but still indicative of a direction the gubmint could follow : https://www.telegraph.co.uk/news/2020/06/15/disastrous-lockdown-can-never-repeated-even-virus-returns/

"This disastrous lockdown can never be repeated, even if the virus returns"
"That is why ministers must listen to Tony Blair and prepare for Covid testing on a truly massive scale"

Thanks for the clarification Deas. I'll be looking for the exact wording.

*turned down

Saintsmith : how would you know that Graham turned out takeover offers ?

That's pretty troublesome if you catch my drift.

Because you end up polluting the forumas much as they do.

Danke.

"Along with saliva tests and finger prick antibody tests, workplace testing is part of the strategy to ramp up testing and help firms reopen" : https://archive.vn/axGdD#selection-1627.22-1627.31

Dat be smellin' goed for us.

Now for the interesting bits :

"In last week's briefing, Lindsey Hughes, a deputy director of NHS England, said "point of care" tests, two of which are currently being used in the health service, provided a "really exciting opportunity" to help firms to re-open"
=> Isn't Novacyt's mobile testing kit being trialled by NHS Englund right now ?

"One of the tests, the Samba II device has slashed the average time to get a result from the current 26 hours, where it is being used at Addenbrooke's, a teaching hospital in Cambridge. It can produce results in as little as 90 minutes, using nose and throat swabs from patients. Ms Hughes said point of care tests allowed "rapid triage" in hospitals and would also enable quick testing in GP surgeries, dentists, care homes, prisons, and potentially at airports and ports."
=> This is a competitor's instrument, but it shows the potential regarding the number of use cases. It also shows that Novacyt's kit will be competitive in terms of performance.

They've already gotten a commercialisation approval in the USA for one product, and a second one could come in July.

Buying out or merging with, is at least as credible (if not more) as being bought out.