Member Info for B2HS2L

Must be in the top 10% then!

: ¬ )>>>8>>

Mentioned to Mandy that you'd found this Wilson, and requested it be circulated to all involved with strategy.
dated 07.10.2022, GREAT find! :o)>>>

EXMEX, The BBC south west weather forecaster (the national weather centre, [complete with massive computers] has moved to Exeter) often gets the weather forecast wrong.

So much so that in our home he is known as 'Pinochio' because he lies a lot.

Carry on guessing Toppuppet - a clock is right twice a day.

"Phase 1b (Dose Expansion): The dose-expansion phase will comprise 1 to 3 expansion arms in specific tumour types to evaluate the safety and tolerability of AVA6000 at the MTD or RP2D when administered as monotherapy. The tumour types to be explored in Phase 1b, will be determined based on evaluation of the Phase 1a data and the protocol will be amended accordingly."

I have probably missed this, but are we expecting much of a gap between phase 1a and 1b please.

There are going to be a number of very cheesed off pressure groups if their cancer tumours are not part of phase 1b, and that might need a little discussion.

Reduced 02.06.2021.
Notified Futura 10.10.2022.
Not very clever.

I think our health secretary thinks Obesity and smoking cigars are non-events!
Regardless, I hope she turns out to be good at her job.
Better than the start our Chancellor has made.

If they have EXMEX, this guy's Novacyt experience will probably have assisted:
https://www.linkedin.com/in/daryl-borley-23a07565/

https://www.realregulatory.com/about/
"As Founder and Managing Partner at TranScrip LLP, founded in 2008, she has overseen drug development work with companies at all stages of the drug development cycle, as well as securing private equity investment and the acquisition of REAL REGULATORY."

Real Regulatory is a consultancy firm delivering positive solutions to our client companies since 2002. From the beginning, our philosophy has been committed to professionalism: to provide consistently reliable results, to move fluidly with the ever-changing regulatory landscape, and to always be worthy of the trust our loyal clients place in us.

Specialising in European regulatory affairs, quality systems and compliance for products including medicines, medical devices, and drug device combinations, we are a dedicated regulatory affairs service which supports and advises companies on meeting their regulatory obligations.

We approach every challenge holistically, with teams comprising experienced and dedicated subject-matter experts in regulatory strategy, clinical development strategy, quality assurance, project management, regulatory operations and much more.
++++

https://www.realregulatory.com/real-regulatory-is-now-a-subsidiary-of-transcrip/

++++
Apologies if posted before

Following on...

RespiFinder® 2SMART is a multiplex PCR diagnostic test that checks for the presence of multiple respiratory pathogens circulating at the same time:
18 RNA viruses,
2 DNA viruses and
4 bacterial species.

RespiFinder® 2SMART has sensitivity and specificity comparable to those of a monoplex test; its use in the laboratory allows fast results, targeted therapy, prevention in the unnecessary use of antibiotics or hospital admissions.

https://www.linkedin.com/feed/update/urn:li:activity:6980885347622612994/

Identifies up to 24 pathogens causing respiratory infections using real time PCR

Is it possible we will be distributing this for Clonit as one of the 40 assays?

Two Novacyt likes so far.

For those who like to subsequently word search a presentation I should add.

https://seekingalpha.com/article/4543808-novacyt-s-nvytf-q2-2022-earnings-call-transcript

This is a transcript (I think, - haven't read it through yet) of the presentation.
Bolted on the end are the investor questions and answers :o)

Enjoy.

Predicted Q3 2022 revenue of circa £2.0m, with similar levels expected in Q4 2022
I don't think management have even tried to estimate income from sales of 40 Clonit assays.
I hope our mark-up doesn't push the price too high.

SD -
"Looks like Mullis f@cked off without any plan whatsoever and this was the inevitable result."

Compounded by DA taking a 100 day "holistic review of the business."

A lot of momentum has been lost, but recently we have increased speed.

JM is Irish.
Does that explain a lot?

Yes it was mentioned. I forgot to note the time.
What else did you need? I probably forgot to note that too.
When you get home you can pile up all the 'shareholder value' mentions and let us know the time of each, I feel sure there were more than 30.
DA seemed keen to labour the point knowing how interested you'd be.
There were quite a few other things I thought you would like, but since we are going to hear from you so often in such derogatory detail soon, you'll forgive us if we don't quote from each and every page of the presentation.
Don't work too hard.

Should have watched it yourself

IMO Clonit being used as a workaround for the delays involved with CTDA approval in UK.

PI100 - "Surprised and delighted as all other genuine Holders".

I can't stay in the same room as that smell can you?

Page 21 -
• M&A funnel delivering opportunities for strategic transactions
+++
Funnel - Will perhaps learn more pm.
"opportunities for strategic transactions" - perhaps multiple JV's?
Access to our R&D (and Bioinformatics) would be attractive to certain pharma, as we might access their R&D specialities?