Member Info for B2HS2L

Competion awareness - LAMP test claiming ability to spot the Breton variant:
https://genomtec.com/en/2021/03/18/genomtec-diagnostic-test-sars-cov-2-duo-kit-cat-no-ga00b-detects-newly-identified-breton-variant-in-france/

The previous humour has been removed, I didn't know jokes were not allowed..
++++

Four surgeons discuss their favourite patients to operate on.

The first surgeon to speak says "librarians are my favourite - when you cut them open, everything inside is alphabetical filed."

The next surgeon replies "I prefer to work on accountants, because everything is in numerical order."

The third surgeon states "electricians are best, when you open them up, everything is color-coded."

And after thought, the fourth surgeon finally adds -

"I prefer working on politicians, - they're heartless, gutless, spineless, and the *rse and head are interchangeable."

HShaun, ref you 10:47 post
This probably explains the "Urgency" of the recent recruitment drive
+++
The recent recruitment drive was predominantly for staff in UK.
We need to be expecting Novacyt bioinformatics direct sales vacancies in our other large markets, USA, Germany, Middle East, then RoW, and now particularly France.
There are still no other (AFAIK) PCR test providers who are stating that their product can detect the Breton variant, so Breton (if not a wider area) will be mindful of false PCR negatives.
The fact there is hardly any further news since the Breton variant was identified is for me scary, I think there is more to find on this story.

26.03.2021 - SNPsig® VariPLEX™ (Covid-19) Real-Time PCR assay

The CE marked Variplex product Instructions For Use here
https://genesig.com/assets/files/SNPsig_VariPLEX_Covid_19_IFU_Issue_1_1.pdf.

Page 2 - PCR Platform
Applied Biosystems® 7500 (Thermofisher)
CFX Connect™ (Bio-Rad)
LightCycler® 480 II (Roche)
genesig® q32 (Primerdesign, Novacyt)

NOTE: NOT the q16 PCR platform, that is scheduled for use in Versalab mobile labs.

Those Versalab units that do not contain a q32 instrument, will not be able to process the above genomic surveillance assay.

With the CE-IVD approved launch of this assay, the starting gun has been fired in the race to get SNPsig technology 'adopted' by commerce, industry and academia.

Recent posts have identified competing technologies from Thermo-Fisher, Perkin Elmer and Roche, (none of which have FDA, WHO or CE-IVD approval I believe).

Each will be trying to establish the primacy of their technology, much in the same way as Betamax, VHS and Phillips System 2000 fought to establish primacy for their video-tape products.

I'm sure we all wish GM and staff all the best in their endeavours; - particularly the sales teams!

RNS
28 September 2020
Novacyt S.A.
("Novacyt", the "Company" or the "Group")

Appointment of ODDO BHF

Paris, France and Camberley, UK - 28 September 2020 - Novacyt (EURONEXT GROWTH: ALNOV; AIM: NCYT), an international specialist in clinical diagnostics, announces the appointment of ODDO BHF, an independent Franco-German financial services group, for the initiation of equity research coverage in France for the Company.

+++

Novacyt appoints ODDO to assist with delivery of company into the hands of a French competitor cheaply ?

'I think I'd better think it out again' - Ron Moody as Fagin in Oliver.

EXMEX, - I believe this is the article you are referring to:

https://www.gov.uk/government/publications/enterprise-act-2002-guidance-on-changes-to-the-turnover-and-share-of-supply-tests-for-mergers-orders-2020.

“We are too slow!” Macron last night called for a stronger and faster European recovery
03/26/2021

https://translate.google.com/translate?hl=en&sl=fr&u=https://www.latribune.fr/economie/union-europeenne/nous-sommes-trop-lents-cette-nuit-macron-a-appele-a-une-relance-europeenne-plus-forte-et-plus-rapide-880939.html&prev=search&pto=aue

Referring to the 1.9 trillion dollars of the United States' recovery plan, President Macron, in his speech last night at the end of the 27th summit, estimated that this response would allow them to quickly return to their previous trajectory. . In comparison, he considered that the current EU recovery was insufficient, that without a stronger and faster response, it risked emerging from the crisis later.

French President Emmanuel Macron estimated Thursday that Europe will have to "improve" and "complete" its economic and budgetary response to the Covid-19 crisis so that the recovery is "more vigorous" and does not diverge too much from that of the States -United.

"This is one of the lessons of the crisis for Europe as for France: we must drastically simplify our responses. We are too slow, we are too complex, we are too stuck in our own bureaucracies", added the head of state in front of the press at the end of the European summit which was held by videoconference.

"The cobas SARS-CoV-2 Variant Set 1 Test runs on the widely available, high-volume cobas 6800/8800 systems."

High volume activity typically occurs only in a suitably approved laboratory.
By default, the Set 1 Test can never be a NPT test, and will increase time to genomic surveillance results accordingly.

16.03.2021 -

Roche launches test to monitor emerging coronavirus variants

https://pharmaphorum.com/news/roche-launches-test-to-monitor-emerging-coronavirus-variants/

Roche has launched a new test that will help monitor emerging variants of the SARS-CoV-2 coronavirus.

In a statement the company said the cobas SARS-CoV-2 Variant Set 1 Test is designed to detect key spike mutations in virus variants associated with increased human-to-human transmission.

The cobas SARS-CoV-2 Variant Set 1 Test runs on the widely available, high-volume cobas 6800/8800 systems.

Novacyt also gets namechecked within the article.

"Almost everyday down a couple of percent . It’s relentless . These are the facts" ....

And it's meant to pee you off neil13.

With over 50 vacancies identified and currently being filled, it won't be long before:
1 new contract details are revealed, - including govnt PCR genotyping assay purchasing, (not part of phase 2)
2 we know what ROW sales have been like up to end of 2020.
3 Opportunity for 'News after the period' to be made available
4 M & A activity scheduled in the next 3 months
5 further new products scheduled to be launched

I'm sure readers can think of other items in the above list.

That's why MM's want our shares, to pass on to II's and HNWI.

Sitting on your hands is easy, - it's the noise of other company sp spikes that turns heads.
answer: don't go looking for the noise, and remain focused here.
Which other share has posters willing to dig this deep and catalogue it so well.
We know we are on a winner, - we just don't know when the race ends.

Part of GM's email reproduced last night.

"Novacyt has come (very quickly) from humble beginnings and as CEO I have tried to position the business in very difficult times to focus on delivery, not on hype. We continue to do this and we are building the foundations for a significant diagnostics business by ensuring we deliver performance, create expectations that can be realised and not to ramp the business. I know many companies that may have a different philosophy but in my experience hype without substance will always end up in misery."

https://www.griproom.com/fun/why-your-stock-drops-after-good-news

Self-destructing mosquitoes and sterilized rodents: the promise of gene drives

https://www.nature.com/articles/d41586-019-02087-5

Austin Burt and Andrea Crisanti had been trying for eight years to hijack the mosquito genome. They wanted to bypass natural selection and plug in a gene that would mushroom through the population faster than a mutation handed down by the usual process of inheritance. In the back of their minds was a way to prevent malaria by spreading a gene to knock out mosquito populations so that they cannot transmit the disease.

Crisanti remembers failing over and over. But finally, in 2011, the two geneticists at Imperial College London got back the DNA results they’d been hoping for: a gene they had inserted into the mosquito genome had radiated through the population, reaching more than 85% of the insects’ descendants1.

Reminder -
31.01.2021 - Poster RBMInvest posted a 'response he received from GM' re End of year update (29.01.2021)
and 17% share drop, reproduced below:
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Hi R

Thank you for your email below and I certainly recognise some of the monikers at the bottom of your email although I try to refrain from reading the forums these days.

Novacyt has come (very quickly) from humble beginnings and as CEO I have tried to position the business in very difficult times to focus on delivery, not on hype. We continue to do this and we are building the foundations for a significant diagnostics business by ensuring we deliver performance, create expectations that can be realised and not to ramp the business. I know many companies that may have a different philosophy but in my experience hype without substance will always end up in misery.

I understand completely the balance between regulatory reporting and the PR for investors. We will never satisfy the latter but I can assure you we will always comply with the former.

The RNS Friday was a Trading Update. It was not meant to provide an operational review and certainly is not the platform to discuss future strategy. When we are ready to reveal this we will do so along with the usual R&D updates, product launches and other significant news.

However, at the end of the day with a 17% drop in SP despite our FY2020 performance means something can certainly be improved. However, it is not just a question of communication/PR. The issue is how to reconcile protecting its competitive position whilst trying to satisfy a largely retail shareholder base some of whom are watching daily, hourly movements in share price across two trading platforms. An interesting challenge and one that is not easily resolved. Can we improve communications? Yes and we will do so in time but not without ensuring the business continues to delivers first.

Believe me the constraints we operate under particularly on AIM are frustrating at times. Whilst IMO our position on comms remains the right one from many different perspectives I totally understand this does not help us whilst we have such a large disparate group of shareholders and we continue to trade on junior platforms. That said, we may not always have this balance right and you can be assured as we grow there will be more resource ploughed into communications/PR but actually marketing as a whole.

Nobody knows how long the current window of opportunity will stay open for but my personal focus is to maximize this to the benefit of the Company today so we can build the foundations to deliver a post-COVID exciting diagnostics company. When we are ready this will be revealed including our organic and inorganic investment plans.

I take your feedback constructively and with sympathy to the concerns.

I really appreciate the support Novacyt receives and with this support we will continue to try to do the right thing during our growth journey.

Thanks again,

Gra

My schoolboy recollection:

At the age of 13, a team of three sex education specialists arrived at my school to enlighten us all.

A couple of (8 millimetre films) later, and a guy with a dog collar stands up in front of the class.

'Any questions' he says.' - We weren't very talkative

'Well I have one for you if I may' - he said.

'We haven't been to that many schools yet, but for future reference' says he - fishing for information -

'Can anyone tell me what a Wonk is please'?

We dissolved, - and he went bright red.

Luckily the bell rang and we vacated the classroom rapidly.

Hopeful32 -
True value will exist when the the new Genomic tests have established primacy over the likes of
Thermo-Fisher and Perkin Elmer, (just to name the well known ones).
(2 hour cycle start to finish, and a mobile platform available (from the same company) is a great start.
I believe we are first to CE-IVD and still have WHO and FDA approvals to successfully apply for.
That done, and with a string of influential users, we will start to see real value, as this market has many years to run.

Thanks for letting us know your star ship is OK, and the only way for you is up now Wilson.
Something for you to ease the pain:

Totally sick of idiots letting fireworks off early.

It’s still October for goodness sake.

My dogs are going ballistic and keep knocking our Christmas tree over!

https://www.rfi.fr/en/france/20210320-new-pcr-methods-may-have-to-be-developed-to-detect-new-strain

'It would be wise to develop a new PCR technique to adapt to this particular strain.'

In order to say this, they must have started detecting this variant with PCR tests.
How many test kits are succeeding, this article doesn't make clear.

I expect we will hear more on this story, - they don't appear to have heard of the Novacyt claim.

Does anybody know of any other PCR test manufacturer that has announced it can detect the Breton variant please?

Via poster GKB47 on SNG board

https://www.sciencemag.org/news/2021/03/major-coronavirus-variant-found-pets-first-time?utm_content=158916936&utm_medium=social&utm_source=twitter&hss_channel=tw-18198832

The variants of SARS-CoV-2 that keep emerging aren’t just a human problem. Two reports released this week have found the first evidence that dogs and cats can become infected by B.1.1.7, a recent variant of the pandemic coronavirus that transmits more readily between people and also appears more lethal in them. The finds mark the first time one of the several major variants of concern has been seen outside of humans.