Member Info for B2HS2L

Indeed Poidster, - and now they are selling to TATA et al :0)

As I recall, if GM had been employed much beyond 18.10.2021, he would have qualified for the next bonus payment.

Meanwhile, in the RNS
"Breakdown of revenue by operating segment and geographic area"
- Our efforts sell more IT-IS instruments in 2021 were blessed with success.

At 31 December 2020 = 1.077,000
At 31 December 2021 = 2.750.000

Geographical distribution of sales is impressive improvements.

That hopefully means lots more worldwide assay sales.

Soder, - Can't help thinking it's time for a little M&A if
a) DHSC court case result is at least 18 months + away
b) STI, UTI, hospital acquired infections, sepsis and meningitis/encephalitis are R&D's lower priority projects.
Something immediately accretive to bottom line for the ailments within b).

From the RNS:
"As Novacyt diversifies beyond the pandemic, it has conducted extensive market research
and advisory boards to determine areas of focus and investment."

source: https://www.productplan.com/glossary/customer-advisory-board/

What are the Benefits of a Customer Advisory Board?
Businesses that assemble customer advisory boards find many benefits from the gatherings they host with their CAB members. Some of the most often cited benefits include:

They can help guide the company’s strategic direction. Creating an open forum in which key customers can speak candidly and at length about why they’ve chosen your company over the competition, what they like about your products, and what they’d like to see next, can help your team get a better sense of where to focus your strategic efforts and resources.
They can help guide the product roadmap. A customer advisory board can provide insights into how customers are actually using your products, what aspects of those products are most important or beneficial to them, and what other functionality or tools they believe would complement or enhance your offering.
They can increase customer loyalty. One key benefit of having a customer advisory board is that the advisory members will likely spend more with your company as a result of participating in your CAB. According to research by Ignite Advisory Group, B2B businesses with customer advisory boards experience an average of 9% more in new business from CAB members than from their broader customer base.
Other benefits of a customer advisory board include:

Understanding the buying triggers of the company’s market
Providing beta users for the company’s new products
Helping the company identify new markets

Why are Customer advisory boards useful programs for product teams?
A customer advisory board is a great way to spend quality time with real customers, to deepen your relationship and turn them into loyal fans, and to help validate your ideas and shape your strategic roadmap.

++++

That's a little better, - it seems this has been started perhaps with CO-Prep.
NEXT!!

guidance = orientation
year to date = année à ce jour

word search of document produces no results.

source https://lesechos-comfi.lesechos.fr/actualite.html?id=1069447
and Google translate (Strategy only translated):

......Main elements of the strategy
• Priority given to high growth markets for infectious diseases,
respiratory infections, gastrointestinal infections, transplants and
insect-borne pathogens.
• Leverage competitive advantages to ensure efficient execution:
o Semi-automated bedside instrumentation solutions for
small laboratories
o Successful multi-product development experience
o Agility as a first responder with business relationships
history with key NGOs.
• Use the balance sheet to accelerate and improve the overall strategy:
o Invest in cutting-edge innovation in both test lines and
in instrumentation, as highlighted by the development of CO-Prep™.
o Accelerate the non-COVID-19 molecular product pipeline through
partnerships with distributors and equipment manufacturers.
o Actively pursue strategic M&A transactions
in order to increase the size and diversify the activities of Novacyt.

• Maximize existing non-COVID-19 portfolio to minimize impact of delays
development of new products:
o Relaunch the existing portfolio of molecular research for use
research-exclusively (RUO) in H2 2022 and exploit usage
clinical through regulatory approval
o Improve and refocus the distributor network and add sales
directly in targeted countries.
o Develop sales of IT-IS instruments using channel reach
distributorship of Novacyt.
• Maintain position as primary provider of COVID-19 diagnostics:
o Use bioinformatics expertise to keep up with the rapid evolution of SARSCoV-2 and support continued innovation where needed.
o Develop "dry" versions of key molecular products for
allow transport at room temperature and convenient storage on
developing markets.
o Launched flagship Lateral Flow Test (LFT) products to track
the move towards greater prevalence of antigen testing.
This announcement contains inside information for the purposes of Article 7 of the Regulation
(EU) 596/2014.......

It has been the case that journalists have in the past stated that Boris Johnson is a clever politician.
Personally I have seen zero evidence of this, and am certain I am not alone in my PoV.

What I want tomorrow is to see David Allmond become the raw CEO we knew we were getting, making some joined up specific strategic decisions, creating actionable targets with timescales.
Having helped himself to a 100 day unannounced wander around the company, - leaving us all asking where has the leadership of this company gone, - he creates a nervy unremarkable first video that leaves a great deal to be desired in terms of delivery.
The image created is similar to one that Mel Smith & Griff Rhys Jones created in the film 'Morons from outer space' in which low IQ friendly aliens disappointed the expectations of earth people.

All that needs to be blown away with crisp accurate strategic decision making about non-covid 19 Point of Care products, who they will appeal to, and how they will retain the gross margins we expect from sale of our products.

I am assuming R&D have been busy on the most important projects to make the Q4 target for launch a reality.
If we are to be partnered by others on our journey, we need to know about those other parties, and the strategic nature of the partnership(s), - because that is how we can judge whether we have a savvy CEO or a moron in charge.

I dislike the present scenario of being invested in a secret society.
My original investment was not in such an entity, but NCYT has assumed that status since I became one of many trapped by the falling share price, waiting for the sp improvement whilst less information is provided.
If we have signed white label deals, all we need to know is that they exist, which continent they are in, and to see income from these deals identified in future accounting.

RNS 29.07.2021 - David Allmond, CEO-elect of Novacyt, commented:
"I am excited to be joining Novacyt at a pivotal phase in its development and I am looking forward to building upon Graham's outstanding work with the business over the past 13 years.
Novacyt is poised for its next phase of growth and I am confident I can lead the Company effectively through this period,
working closely with the excellent management team and Board to make a significant contribution to global health and deliver sustained and ongoing value to our shareholders."

High achievers in place, sustained and ongoing shareholder value awaited.
The floor is David's, que spotlight and drumroll.
No sign of friendly aliens yet.

Thanks will look into it.
More interested in pain relief at the moment.

Not forgetting
05 July 2021 - Guillermo Raimondo, Chief Commercial Officer of the Company, acquired 10,000 ordinary shares of €1/15 each in the Company at a price of €3.85 per share.

Local club Exeter City FC promoted last night, - sore head now.
Baby sitting the 7am RNS's out of the question, Anyway we got one yesterday and the sp never responds positively!

Planning another sore head after the strategy update. Hoping it will be celebratory.

Yet another sore head planned when DHSC are vanquished. - Only the best Champagne will do for that!

Captain, -
The claimant must fashion his claim, what Exactly is he claiming for.
Only then can the respondent fashion a defence, - and any compensatory factors he deems relevant if he wins.

It will beat betting on score draws on Saturday afternoon.

'in the meantime DA has to put his future plan in action', - one that won't cost too much perhaps in case the court decides for DHSC in part or in whole.
Recall the contract we saw today is redacted, - Only the two parties know ALL the contractual details.

We have no choice but to wait and see.

bakky -
FWIW he said this
"We continue to engage with the DHSC, we believe we have very strong grounds to assert our contractual rights.".

PRACTICE DIRECTION – PRE-ACTION CONDUCT AND PROTOCOLS

https://www.justice.gov.uk/courts/procedure-rules/civil/rules/pd_pre-action_conduct

I take it most of the content of this link has been completed.

"Stocktake and list of issues
12. Where a dispute has not been resolved after the parties have followed a pre-action protocol or this Practice Direction, they should review their respective positions. They should consider the papers and the evidence to see if proceedings can be avoided and at least seek to narrow the issues in dispute before the claimant issues proceedings".

If NCYT participated in 'reviewing their respective positions', that would mean they knew that DHSC were considering litigation.

25.03.2022 - David Allmond buys 43.500 shares

That would mean DA may have bought 100,000 shares knowing litigation was a possibility.
If this is so, we really do have a strong case, and no he won't be answering that question on Thursday.

Gazman - "the parties have a duty to settle before issuing proceedings pursuant to the protocol ".

Do you mean 'the parties have a duty to TRY TO settle before issuing proceedings pursuant to the protocol'?

Gazman -
Link to redacted contact is:
https://atamis-1928.cloudforce.com/sfc/p/#0O000000rwim/a/4J000000kEFW/0a.XEpAnsXhWLPDFwBk_JAjjG7TOqEVnG58sfxOiFmw

Gazman, - what is the source for the possible 14 day warning received by the company.
I assume it is some form of standard practice?

GrimTim -
My view is that recent director buy-in's prove directors had little warning.
With what we know of the dispute (there's the caveat), - rather looking forward to seeing DHSC receive a drubbing in court, and I hope we generate a decent counter claim.
I hope we

https://mobile.labmedica.es/expo/search/7/Genesig/1?

Is this Spanish distributor new to us, - it's not in the spreadsheet.

Larry -
re https://live.euronext.com/en/node/9948942 link.
Bottom of page:

7 Brookes et al., Comparative study assessing the utility of a rapid based COVID-19 assay for use in a clinical diagnostic laboratory, first published online during ECCMID, 23-26 April 2022, Lisbon (Portugal). The aim was to compare the Idylla™ SARS-CoV-2 Test and the Idylla™ SARS-CoV-2/Flu/RSV Panel against the Genesig SARS-CoV-2 batch assay. The secondary aim was to assess suitability in an NHS setting.

Tried to access the poster on the ECCMID website.
a You have to pay to be a member of ECCMID to access the poster.
b Charlotte BROOKES, Holly ROSS are working at Northampton General Hospital UK

+++
Genesig SARS-CoV-2 batch assay mentioned once, - I assume the assay was in stock in the hospital lab.
Found a copy of the poster here:
https://www.linkedin.com/feed/update/urn:li:activity:6924397730081501186/

Image made clearer by pasting into Microsoft Paint.

100% agree, - but we must hope DA can see the continuous need for new investment.