Member Info for B2HS2L

Thanks for the link EXMEX.
Hit one of the links within, and this, rather in depth item was available, don't think I have come across it on here:

https://www.gov.uk/government/publications/in-vitro-diagnostic-point-of-care-test-devices/management-and-use-of-ivd-point-of-care-test-devices

Not sure how relevant this is to blood testing to determining immunogenicity:

Last week I had a blood test.
Of the many tests performed, some were not performed because the blood test took too long to get to the lab.

So perhaps you need to get the blood sample to a suitably equipped and staffed lab in a set timescale.
Is that doable with a worldwide study?

Hi Woodstock,
If you've lost 80% of share value, you may as well hold until the bitter end.
But no bitter end in site here.
SNG are slow to develop positive scenario's, but when success hangs from a thread as in the current situation, the more talking to enter future programs with NIH and others will boost the sp when access to programs is defined and agreed.
Looking forward to the future (I'm holding), - don't see this company withering on the vine.

A reminder from 17.03.2022 RNS -

"Richard Marsden, CEO of Synairgen, commented: "Conducting clinical trials in the time of COVID-19 is challenging but as important now as at the start of the pandemic. Even with improved standard of care, there remains a critical need to prevent progression to severe disease and death. As such, we are actively seeking inclusion in platform trials for hospitalised patients and are working closely with the NIH to also find a suitable trial for SNG001 in home-based patients."

So not only but also:
1 "seeking inclusion in platform trials for hospitalised patients".
2 "working closely with the NIH to also find a suitable trial for SNG001 in home-based patients"

This is the one I have heard about today:
https://www.express.co.uk/news/uk/1591315/covid-poll-uk-face-masks-new-variant-warning-who-coronavirus-cases-latest-spt

Would like it published where they can discuss the shortcomings of the trial design as well as make the most of the trial data.

FWIW Kaeren, I believe any prediction made in the 4th week of the year was going to be highly inaccurate, especially when they had only just mentioned that 'the course of this pandemic is unpredictable'.

Hillseeker - I think this is the specific phrase you are referring to.
From 25.01.2022 RNS:
"2022 outlook
As observed over the last two years, and highlighted in the last two months, the course of this pandemic is unpredictable and so, therefore, is the predictability of testing demand. Currently, the Board expects COVID-19 reported sales could be reduced by around 50% in 2022, versus 2021, which will be partially offset by new non-COVID-19 products which will start to come onstream in Q4 2022."

+++
...the course of this pandemic is unpredictable and so, therefore, is the predictability of testing demand.
- refers to the market in general.

++
...Currently, the Board expects COVID-19 reported sales COULD be reduced by around 50% in 2022, versus 2021,
- 'curently' refers to 25.01.2021.
I assume therefore that 'current' sales figures were not impressive when this was written, else a figure less than 50% would have been inserted.

DRB83 -
28.03.2022 - We are building post - pandemic Biosynex:

https://m.zonebourse.com/cours/action/BIOSYNEX-7449168/actualite/Larry-Abensur-President-Directeur-General-39884543/

Unable to copy and paste specific text, but this article states Biosynex intends to defend it's 2021 50% gross margin.

Historically (2018-2021), - ie throughout the pandemic, - NCYT have achieved a 60-70% gross margin, and I therefore don't see our margin eroding because our prices have dropped.
Management seem to have nailed their colours to the mast in this respect, which might mean reduced sales, depending on competitor prices.

Back up concerning CO-Prep:

https://www.openaccessgovernment.org/innovative-automation-supports-laboratory-testing-workflow/130817/

At the start of each quarter we ask ourselves 'Is this going to be the quarter that the dispute is settled'.
My thoughts are that Q2 2022 is more likely than any previous quarter for the dispute to be settled.
1. Three directors and a directors PA buy in recently (incl CFO and a CEO large purchase). Not expecting the dispute to end this close to director purchases though.

2. From Proactive Investor interview -
"I'm a Marketing guy by background, and the company has been a little more product lead in the past, - but I really want to be more market or customer lead serving our medical needs and picking important under-served issues in the future as we invest in the non-covid portfolio, so there will be more of an update on that in April with the full year results."

- That could possibly mean M&A activity if additional settlement cash is available should the dispute end. It's not obvious why they don't spend the pile they already have, but if they have plans to bid for a company, and they need a successful DHSC settlement AND the cash pile to succeed, then there will only be one of those opportunities, or the cash pile and settlement reduces in lots of other ways.

I guess it depends if you believe Mandy when she says 'We don't know what Biosynex's interest is'.

For all those wondering what the 600 odd Human, Veterinarian, and Food/Water/Agriculture kits are.
No wonder Biosynex is interested

genesig Kit Catalogue 2019
https://issuu.com/primerdesign/docs/issuu_genesig_brochure_v3.3

Thanks Kaeren.
Just to make it clear that BabyHuey was talking about the Biosynex deal with Parakito at 00.03:
"also just realised it's not a full takeover, just Europe, Africa and South America territories"

++++
Those who hadn't read the Boursorama article (like me) might think he was referring to the Biosynex deal with Theradiag.

BabyHuey, -
What is the source please for your statement that "it's not a full takeover, just Europe, Africa and South America territories".

15 minute RT-qpcr development in USA

March 17, 2022: https://www.medicaldevice-network.com/news/minute-molecular-fda-eua-sars-cov-2-s-test/

+++++

From 'Instructions for Use':

https://www.fda.gov/media/156979/download

"Proprietary Name DASH SARS-CoV-2/S
Test Common or Usual Name DASH SARS-CoV-2/S
Test Intended Use
The DASH SARS-CoV-2/S Test is a real-time RT-PCR assay intended for the qualitative detection of RNA from SARS-CoV-2 in direct anterior nasal swab specimens from individuals suspected of COVID-19 by their healthcare provider. Testing is limited to laboratories certified under the Clinical Laboratory Improvement Amendments of 1988 (CLIA), 42 U.S.C. §263a, that meet the requirements to perform high, moderate, or waived complexity tests. The DASH SARS-CoV-2/S Test is authorized for use at the Point of Care (POC), i.e., in patient care settings operating under a CLIA Certificate of Waiver, Certificate of Compliance, or Certificate of Accreditation."

Page 4 - The DASH SARS CoV-2/S Test contains sufficient reagents to process 12 specimens or quality control samples.

Theradiag BoD - Composition, 5 directors:
https://www.theradiag.com/en/investors/governance/board-of-directors/

Biosynex want three more voted on.

Theradiag: Change in the Composition of the Board of Directors to Be Voted on at the Annual General Meeting of May 5, 2022

March 30, 2022: https://ca.movies.yahoo.com/theradiag-change-composition-board-directors-053000585.html

"Moreover, following the acquisition of a stake in the Company by Biosynex, which – at the current time and to the best of Theradiag’s knowledge – holds 25.07% of its share capital, the Annual General Meeting of May 5, 2022 will also be asked to approve the appointment of Larry ABENSUR (CEO of Biosynex), Thomas LAMY (Deputy Managing Director of Biosynex) and Thierry PAPER (Deputy Managing Director of Biosynex) to the Board."

IMO it is only fair that the CEO invests such a large amount (even for him), but still experiences sp
downward pressure, in the same way all NCYT investors have done this past year.
Why shouldn't he share our frustrations. - It might colour his point of view about withholding quite so much information in future. Biosynex are not having a problem with being frank about their empire building intentions, so why should Novacyt be so shy.

I know we have the DHSC skeleton in the cupboard, but perhaps that was part of the reason DA invested the day he did. It's time we came to an agreement with these scoundrels, and just possibly judgement day comes in the next quarter.

Yesterday in response to my request, Mandy stated she could not confirm the date of our next R&D update.
I believe however she would be saying the same thing until the next one is issued.
IMO it's not something they are willing to discuss.

Exactly right TLW.