Member Info for B2HS2L

SteveV - "renewed interest in our Q machines" -

SNPsig® SARS-CoV-2 (E484K) Easy is a research-use-only, streamlined workflow solution for the detection of SARS-CoV-2 variants carrying the E484K escape mutation.

If this assay utilising PROmate, can only be used on a q32 instrument, (and the flyer and RNS I quoted does not mention other instruments), then in order to enjoy fast, easy genomic sequencing, we can expect q32 sales to be driven by labs purchasing this assay.
Many labs in USA need to upgrade instruments and procedures used for genomic sequencing.
Many labs can only dream of providing analysis results after 80 minutes.
I'm pretty sure Guillermo Raimondo knows this.

neilrich3 -
My best guess is that Roy is working with Anthony Dyer, & James Mcarthy to establish which company is going to be the next acquisition or merger.
To succeed at this task, these guys need to know how much money NCYT have available for an acquisition.
To my mind that won't be known until we know how successful we are going to be in getting funds owed to us out of the DHSC.
James discussed his attitude to Acquisitions in the presentation.
JM2c

Going back to the flyer, (the IFU is not available):

https://genesig.com/assets/files/mm142_issue_2_snpsig_sars_cov_2_e484k_easy.pdf

"• Streamlined workflow for easy use with ready prepared Mastermix magazines that are individually packed and internal controls for run validity."
- So not lyophilised.

"• Each kit is suitable for running 3 separate runs on the genesig® q32 instrument."
- This is the only instrument mentioned, so not open platform.

++

From 17.05.21 RNS:
"· SNPsig® SARS-CoV-2 (E484K) Easy is a research-use-only, streamlined workflow solution for the detection of SARS-CoV-2 variants carrying the E484K escape mutation for use with the Company's q32 rapid-PCR instrument. This assay comes with pre-filled cassettes and includes only one pipetting step to decrease operator complexity and improve cycle times."

- This is the only instrument mentioned, so not open platform.

+++
From 17.05.21 RNS:
"· Detecting known VoC Framework, announced by NHS England on 14 May 2021, includes the Company's SNPsig® SARS-CoV-2 PCR genotyping portfolio as one of the four companies selected by NHS England. This national framework is for testing of all positive SARS-CoV-2 samples from NHS (pillar 1) and high throughput Lighthouse (pillar 2) laboratories in England."

so the logical conclusion is that the E484K mutation is seen in multiple current VOC and is called an escape mutation because it helps the virus slip past the body’s immune defences to evade host antibodies and may, as a result, diminish the efficacy of immunisation.
This mutation can only be detected on q32 instruments in pillar 1 labs, as we can expect to find no q32 instruments in pillar 2 (lighthouse) labs.

++++

From the presentation @ 10:0 mins - Ajan Reginald:
"Our industry leading Bioinformatics platform has been applied to our Covid, Covid plus and Post Covid portfolio.
This is an automated platform that allows us to analyse over 2 million genetic sequences / week to identify
mutations, but also to utilise machine learning to identify the best diagnostic targets, and the best assay design.
This is a key source of competitive advantage, and unprecedented amongst our IVD peers.
This allows us to generate novel, innovative assays that underpin our broad patent portfolio."

I believe Ajan is talking about the in silico (computer simulation) analysis of sequenced mutations mentioned in the 21.12.2020 RNS.

More competitive advantage :o)

Larry, - There are still a number of subjects that were not discussed during the presentation, or via the Question & Answer session.
USA developments - Novacyt Inc, Oddo, and more. - As you say better comms required.
At least we know where we stand with NASDAQ and Bourse listings.

You are correct Larry, thanks for spotting.
From the same RNS:
"About SNPsig® SARS-CoV-2 (E484K) Easy
SNPsig® SARS-CoV-2 (E484K) Easy is a rapid direct solution based on the Company's simplified PROmate workflow, to detect the E484K mutation in SARS-CoV-2 variants in less than 90 minutes using the Company's q32 instrument."

From
"In order to manage and support the planning, procurement and logistics for our capacity increase, Novacyt engaged Chartwell Consulting, a specialist in rapid process improvement, in early April 2020. Chartwell has a team of senior consultants working within Novacyt to assist with the management of the scale-up plans to help deliver the planned increases in Primerdesign's production, and supply chain capacity."

This is the source and nature of our largest competitive advantage IMO.

Those pharma bringing their products to market themselves cannot match the speed with which Chartwell do the same job for Novacyt. A no brainer to farm out.

This is the second new product found by posters on this bb this week.
PI's are going to have to check the catalogue more often from now on to find evidence of new products.
Why publish a flyer for this product if you secretly insert it in the catalogue?

Browsing SNP-sig catalogue tonight and came across evidence of the first SNP-sig assay using one-step PROmate workflow:

SNPsig® SARS-CoV2 (E484K) Easy PRODUCT CODE R00138 - For the detection of the SARS-CoV-2 variants with the E484K mutation (one-step PROmate workflow)

flyer: https://genesig.com/assets/files/mm142_issue_2_snpsig_sars_cov_2_e484k_easy.pdf

The E484K mutation is seen in multiple current VOC and is called an escape mutation because it helps the virus slip past the body’s immune defences to evade host antibodies and may, as a result, diminish the efficacy of immunisation.

Pouch shipped on dry ice and to be stored frozen (-25°C to -15°C) on arrival. - So presumably not Lyophilised

Results in under 80 minutes. (This time includes the PCR set-up and the PCR run time).

We are doing 2 million SNP-sig tests a week according to the presentation, so time savings are available using this assay.

_Mr_Big -

mmmm.

Wake up to the smell of shorters burning.

I always have that image of the Bisto kids when someone says this!

mmmm.

World Quant still 0.55% this morning.

Paris, France and Camberley, UK - 20 August 2021 - Novacyt (EURONEXT GROWTH: ALNOV; AIM: NCYT), an international specialist in clinical diagnostics, announces that its Annual General Meeting (AGM) will be held as a closed meeting at 2pm CEST/1pm BST on Wednesday, 29 September 2021. The AGM comprises both ordinary and extraordinary general meetings.

Due to precautionary measures put in place by the French Government as a result of the COVID-19 pandemic, and with the health and safety of its shareholders and employees being a priority, the AGM will be held without the physical presence of shareholders.

The Notice of AGM and a Form of Proxy will be posted to shareholders in the week commencing 6 September 2021 and will also be available on the Company's website at this time. Shareholders are strongly encouraged to submit their proxy votes either by post, email or vote electronically in accordance with the instructions in the Notice.

Shareholders will be able to view a live webcast of the AGM, details of which will be provided in the Notice of AGM. Following the AGM, a recording of the meeting will be available on the Company's website at www.novacyt.com.

- End -

That is
Global IVD market in 2020 = $69.5 Bil, with Molecular Diagnostics = $8.3 Bil in 2019
Global IVD market in 2030 = $113.8 Bil, with Molecular Diagnostics = $21.0 Bil in 2030.

Perhaps we won't make it to next year without being bought out.
This presentation must have one or two predators interested.

Agree with you Poidster.

3 mins into GM's chat:

Global IVD market in 2020 = $69.5 Bil
Global IVD market in 2030 = $113.8 Bil

Are there many other markets set to grow this fast?

We also have our own niche instrument maker

Looking good from here, but I don't think we will make it to 2030 without being bought out.

Fred Olsen confirmed all passengers have to get tested before boarding cruise ships.
When passengers return from a shore visit, only a percentage are tested using LFT.

What happens when cruise ship passengers return from a days site seeing.
Tested again?

ValJu -
Lemmings leaving at six quid.
The fortune can be made at nine times that exit value..

Wilson, -
Prin chart
For me Middle East needs a lot of work, rapid gains available?

21ATS, Wilson, -
Remember that we have a very considerable amount of finished goods in stock to cover large orders immediately.
Only say this because it doesn't get mentioned much.

I think we should be expecting bigger and better than this from David Almond, who is meant to be great at Marketing.
He won't lack funds, but he should provide much joined-up-thinking.

Apologies if posted before

NIH scientists develop faster COVID-19 test

https://www.nih.gov/news-events/news-releases/nih-scientists-develop-faster-covid-19-test?utm_source=dlvr.it&utm_medium=twitter

Graham Mullis has been advised.

17.02.2021 - Sharebuyers.co.uk

Novacyt Q&A with Graham Mullis: Building for Long-Term Shareholder Value

https://www.sharebuyers.co.uk/shares/novacyt-graham-mullis-building-long-term-value/

This is the baseline interview by which, - in comparison, - tomorrows effort must considerably improve on.

At least I expect tomorrows proceedings to answer more questions.