Member Info for B2HS2L

I've stated this in another post below, but it's relevant here as well.

I would like an offer the board recommends, at a much later date, when turnover of
genomic sequencing products is much higher.
Any offer now is not likely to be recommended, because those same genomic sequencing products
have not had traction time to prove they are truly market disrupting, thus adding value.

I'm saying a bidder will not be surprised when his £500m bid is refuted.

HarChris -
'You don't usually see offers 200% of the current share price'

Also, you don't usually see companies like Novacyt with a p/e as low as this.

Oriens, - I think they do know about Novacyt,

- the company who is starting to make inroads into their market share, and repeatedly introduces market disrupting products so quickly partnered with Chartwell Consulting.

Cripes Deas, - broke the mouse hitting Recommend so hard.
++++

IMO GM is 58, and is holding 122,506 shares for a reason.

If he gets, or negotiates an offer he wants to accept, his nest will be feathered in his retirement.

The company might not be worth so much if he is not leading it,
but any buyer won't be short of candidates, or outside applicants.

Co-Diagnostics New Rapid PCR Point-of-Care and at Home Testing Platform to Detect Covid-19 and Other Diseases Using CoPrimer™ Technology

https://news.codiagnostics.com/2021-03-02-Co-Diagnostics-New-Rapid-PCR-Point-of-Care-and-at-Home-Testing-Platform-to-Detect-Covid-19-and-Other-Diseases-Using-CoPrimer-TM-Technology

Co-Diagnostics, Inc. (Nasdaq: CODX), announced today the development of a new point-of-care/at home PCR diagnostic testing, screening and surveillance platform designed to perform Covid-19 testing at businesses, schools, homes, hotels, cruise ships, airports, airplanes and other locations.

The small cube-shaped device utilizes the company's Direct Saliva extraction-free protocol in connection with Logix Smart test reagents that are pre-packaged in saliva receptacle tubes. A person simply adds a swab or saliva sample to the receptacle tube and places the tube inside the device, which is then activated via a smartphone app and delivers rapid PCR Covid-19 results directly to the smartphone. The Company believes that the convenience of displaying testing results on the smartphone empowers employees, students, travelers, and other individuals to quickly know their Covid-19 status, and may also provide a simple, straightforward way to satisfy requirements for entry into entertainment venues, clearance for airplane travel and hotel accommodations, work and school passports, and other applications.

+++++++++++

We have a license with co-diagnostics, it allows us to develop accurate molecular diagnostic clinical assays quickly.
January 23, 2012
Lab21 Acquires new real time PCR technology

https://codiagnostics.com/wp-content/uploads/documents/co-diagnostics-electronic-press-kit-july-2014.pdf

See page 4 and GM and Dr Berwyn Clarke's comments at bottom of page.

An offer of £30 / share would allow me to collect £160K.
That's more than I thought I would get when I invested.
But I would have to rely on two other shares performing *10 better than they are now, before I could be comfortable.

So I would like an offer the board recommends, at a much later date, when turnover of
genomic sequencing products is much higher.
Any offer now is not likely to be recommended, because those same genomic sequencing products
have not had traction time to prove they are truly market disrupting, thus adding value.

Good luck to all when your time comes to exit, unless you know your price now.

04.03.2021 - Lufthansa's Warning Puts Spotlight on EU Vaccine Failure

https://uk.investing.com/news/stock-market-news/stockbeat-lufthansas-warning-puts-spotlight-on-eu-vaccine-failure-2316838

Article extract follows:

As so often in the past, the airline will have more planes than it needs this year: it will fly only 40% -50% of its pre-pandemic capacity this year, compared to an earlier estimate of up to 60%. Lufthansa reckons it needs to be flying over 50% of capacity to generate positive operating cash flow.

“Our business has recovered more slowly than we had initially hoped,” Spohr said.

The airline was also downbeat on the longer-term outlook it doesn’t expect traffic to return to pre-Covid levels until at least the middle of the decade. It had earlier expected business to be back to 2019 levels by 2024. As a result, it’s looking at retiring more of its older planes.

All this was published along with a record net loss of 6.7 billion euros ($8.0 billion) that the market had already priced in. Lufthansa stock fell 1.4%, making it the worst performer of the major European airlines on the day.

Strikingly, right at the top of Lufthansa’s news release was an appeal to the European Union to set up “internationally recognized, digital vaccination and test certificates “ to allow people to travel with confidence again, free from the fear of catching Covid-19 in an enclosed plane cabin.

Afraid so Laughoutloud -
It's the reason I'm a LTH.
It has been a very bumpy ride, but saving myself a fortune in commission fees :)

Shaun,
Ref SNP sig assays, - from the 02.02.2021 RNS:

"The SNPsig® assays are designed to run on central laboratory systems and on the Company's q16 and q32 rapid PCR systems as research-use-only products.
The Company expects to launch the regulatory approved clinical diagnostic assays next month."

The release of the regulatory approved clinical diagnostic assays must now be imminent, and as all now have the research use only version, I expect decent sales sales.

08.02.2021

Thermo Fisher Scientific Gets CE Mark for High-Throughput COVID-19 Assay

https://www.genomeweb.com/pcr/thermo-fisher-scientific-gets-ce-mark-high-throughput-covid-19-assay?utm_source=TrendMD&utm_medium=TrendMD&utm_campaign=0&utm_term=GW%20Daily%20News%20Bulletin&trendmd-shared=0#.YEADgmj7RhF

Footnote:
Thermo Fisher noted that Amplitude customers are guaranteed reagents through a supply agreement and that it has the capacity to produce more than 20 million COVID-19 tests per week. (!)

++++

Reagents must no longer be in short supply.

Wilson, -
IMO the policies of the Brazilian government are responsible for so many deaths and hospitalisations of the population.
I don't think the Brazilian mutation is super contagious or much more deadly than any other mutation.
If it were we would know by now from other sources.
This situation is the result when the Brazilian govnt abrogate responsibility.

Bing, - I'm sticking my head in an electric oven.
Can't reach the switch though

...and some novices are selling because Rishi didn't mention Novacyt by name.

Junior 2020 -
"Why bother to post pages of 'reserach' if it wasn't for people to read and nod their heads."

Brokers do this, and readers nod their heads.
Brokers issue a recommendation, - Shaun did not.
Everybody satisfies only themselves before pushing the buy button.
Some more so than others.

Agree entirely NFR.

They only take a portion (10% ish I believe) of positive samples for genomic sequencing at present.

From an SNPsig handbook:

"Suitable sample material
SNPsig SARS-CoV-2 UK SNP is intended for use as a reflex test only. Thus, a primary
confirmation test for SARS-CoV-2 would be carried out using suitable methodology, and the
extracted RNA from patient samples (or any material suited for PCR amplification) thereafter
applied to this test."

++++

Modifying the Covid-HT assay process to incorporate the processing of 'extracted RNA from patient samples', to identify known sequences, should flag up hot spot post codes for SA, Brazil, UK variants.
Those positive tests that have sequences that are not SA, Brazil or UK, are potentially new variants.
The speed with which confirmation of a known variant, or identification of a new variant, would be greatly increased, and all positive samples would be sequenced.
Something I believe DHSC said they wanted, and a very big improvement on the present situation.

...not getting excited about a software requirement, even if it is for three years.
If that requirement were also to collect and collate genomic sequencing results from samples processed in Lighthouse labs, that would be met with a step change in my excitement levels.

Q1 Is NCYT working on updating Covid H-T direct to add genomic sequencing in lighthouse labs.

Q2 Is that the kind of requirement you could see DHSC requesting?

...not getting excited about a software requirement, even if it is for three years.
If that requirement were also to collect and collate genomic sequencing results from samples processed in Lighthouse labs, that would be met with a step change in my excitement levels.

Q1 Is NCYT working on updating Covid H-T direct to add genomic sequencing in lighthouse labs.

Q2 Is that the kind of requirement you could see DHSC requesting?

I've posted a message that was never seen again.
I've searched for a post I could not find, and is now visible.
Yes, there's a problem this morning.

Try £12 Harchris, - he's in deeper than you think, - including the kitchen sink!