Member Info for B2HS2L

If anything ValJu, I am delighted to have a chance to buy shares at such a low sp.
Those who are moaning in the way they are, shouldn't be invested in AIM shares.

Jandd -
"Nova will never recover to all time high"

What is it that the company does best?
What is the reason so much cash has been piled up in so short a time?

Super quick R&D and world beating speed to market of CE-IVD assays and instruments.

>20 products brought to market in 18 months.

ie When products hit the market there is minimal if not no competition.

Deedo, -
In order to 'get it fixed NOW', the only option would be to capitulate to the DHSC.
1 It would look like Novacyt have supplied faulty goods, with a really bad connotation on all NCYT product quality.
2 Worst case it could be very expensive (£56M according to HillSeeker's post last night).

This won't be happening on GM's watch IMO, and he doesn't seem ready to quit if the content of recent reports and RNS's is anything to go by.

I understand your upset but your not viewing the bigger picture.

Indeed Deas, -
Lord Bethell is guilty of not following parliamentary procedure by not keeping track of the meetings, and using a personal email account for parliamentary business, which is a security issue.

Can't see Lord Bethell being employed much longer -

https://amp.theguardian.com/politics/2021/jun/30/lord-bethell-failed-to-declare-meetings-with-firms-that-got-1bn-contracts?CMP=Share_iOSApp_Other&__twitter_impression=true

"Bethell, who oversaw the award of Covid contracts, has been under pressure for a number of days now. As well as the use of private emails, he has also come under fire for sponsoring a parliamentary pass for Han****’s aide Gina Coladangelo, with whom the former health secretary had an affair.

At least nine of the undeclared meetings were with firms who later obtained millions of pounds worth of Covid contracts, according to Byline Times.

The list includes meetings with Abingdon Health, SureScreen Diagnostics Ltd, Novacyt, the BBI Group, Oxford Nanopore Technologies, Cambridge Clinical Laboratories, OptiGene, Una Health and CIGA healthcare, which all went on to secure contracts valued at more than £1bn, it was reported."

Surge in Scottish Covid cases raises Euro 2020 safety concerns

https://www.theguardian.com/world/2021/jun/30/surge-in-scottish-covid-cases-raises-euro-2020-safety-concerns

"Public Health Scotland data shows 1,991 people who later tested positive had attended one or more Euro 2020 events."

"Nearly two-thirds of cases reported travelling to London for a Euro 2020 event, including 397 people who were at Wembley for the England v Scotland fixture on 18 June – 15% of the 2,600 Scotland fans given tickets for the match."

"Government sources suggest plans for “Covid certificates”, that would involve members of the public being forced to show their vaccine status or evidence of a negative test before entering a mass event, have been ditched. Ministers feared they would be unable to win MPs’ backing for the plans, which many Conservative backbenchers regard as an unacceptable infringement of civil liberties."

"Prof Christina Pagel, director of the clinical operational research unit at University College London, said the news might explain the gender gap in Scottish cases, which was already suspected to be due to communal watching of the Euro football championships. I humbly suggest that this is perhaps more relevant evidence of the impact of big (televised) events on both attendees and watchers, than the small phase 1 government studies,” she wrote on Twitter.

Phase 1 of an official trial of mass events was published last week, and gave an upbeat assessment of the risks. But experts have pointed out that many of the events were held before the highly transmissible Delta variant took hold.

Euro 2020 matches are being hosted in London as part of a pilot programme which has included everything from club nights to spectator sports.

Thousands of ticketless Scotland fans travelled down to London on 18 June despite warnings from the Scottish first minister, Nicola Sturgeon, and the London mayor, Sadiq Khan, to stay at home.

It is unclear whether they contracted the virus while in England or were already carrying it before their arrival. No data has yet been published about England fans attending the match.

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Can't wait to see how many England fans are positive, and what the data means for attendees of all three Wembley semi-final & final matches.

If the players themselves were infected and couldn't play, it might have more meaning to the 'official trial of mass events' study group.

Whatever happens, I fear the aftermath of the Wembley matches will not be seen as a 'lesson learned' by the trial leaders.

Thanks for that estimation HillSeeker, it has helped me see the wood for the trees.

To find out what the heck Chief Corporate Development Officer Anthony Dyer has been doing since January.

Reducing shares in the market would exacerbate sp volatility on news.
We saw the volatility in Feb/March 2020, I think that might return on news of dispute ending (doesn't matter how it turns out).

Well there's always this option?

Accelerated Share Repurchase (ASR)

https://www.investopedia.com/terms/a/accelerated-share-repurchase.asp

It would have to be a smallish % of shares in issue, as we don't have too many II's.

...and of course GERMAN fans.
That will go down REALLY well with Angela.

ITALY, AUSTRIA, CZECH REPUBLIC, & CROATIA fans have also visited Wembley recently.
Lets see if the NCYT Genomics team notices an increase in the 'Wembley' variant in these countries, when the positive swabs are used for Genomic sequencing.

Johnnykipper -
I'm aware that Novacyt stated they had a US manufacturer, and separately announced they had a distributor, but the only kit that had FDA EUA at the time was the original test assay (US version).

If US SNPsig sales progress, they will need a SNPsig manufacturer at least.

Wilson -
I'm not sure how FDA will look upon a recently established company financed and owned by a foreign parent company, when they spend money on "Genomic Surveillance as well as testing, contact tracing, and mitigation with respect to SARS–CoV–2 and COVID–19"
IMO they will want to favour Thermo-Fisher etc with the biggest cash dollops, and it is for GM to create alliances for Novacyt US Inc such that Novacyt can properly 'join the MEGA party'.

Look at any of these RNS's.
"Liquidity Agreement and Total Voting Rights"

At the bottom you will find:

"Allegra Finance (French Listing Sponsor)

Rémi Durgetto / Yannick Petit

+33 (1) 42 22 10 10

r.durgetto@allegrafinance.com/ y.petit@allegrafinance.com"

It is not an entity that has replaced ODDO.

So by late October, Novacyt US Inc must be up and running, selling and distributing.
Currently only the original test assay (US version) has FDA EUA.
But the US distributors are selling SNGsig:

Attogene (Texas) responded to a question I recently asked about SNPsig:

"There are no tests approved by the FDA for diagnosing variants to my knowledge.
However, this [SNPsig] kit is being used in a similar fashion as other kits in clinical settings for detecting variants from diagnosed samples."

'B2H has a theory that GM keeps the dispute with DHSC going on purpose to prevent a potential takeover at these ridiculous prices.'

This is what I posted recently, sp not mentioned.
"The stance that GM is taking over the dispute might be increasing the length of it.
IMO he knows that to build a mid-cap business, his highest priority is to avoid being bought out, and an argument (the basis of which is unclear) with the number one customer should achieve that.

Whilst the market follows a dispute about assay supply, GM is busy launching other income streams and
financing Novacyt US Inc and it's sales launch, and waiting for retail testing to take off."

So in 2021 H1 we were advised to expect some sort of M&A (before DHSC dispute occurred).
I suspect currently that priority one is to fund Novacyt US Inc and it's sales launch, rather than M&A (BWTFDIK).

https://www.congress.gov/bill/117th-congress/house-bill/1319/text
Subtitle E—Testing
2401/2/3/4

Over $50 Bil in testing set to be appropriated in early Nov 2021.
The above amount to be signed off by Biden currently scheduled for Nov this year.

Novacyt has to be ready to take advantage of this appropriation, and I am hoping that a partnership with a suitable US pharma will be announced, to make accessing these funds easier for a non-US company.

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Not listed yet as a Primerdesign distributor.

Great find.

JC5523 -

https://docs.google.com/spreadsheets/d/1cvVduapSmQKZ91Mt6BjpKQlTXkfgHR-MJfQE_d62QFk/edit#gid=0

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Seems the NCYT Share Research chat telegram group no longer exists? -
any other leads?

Bloodshot.. Snickers