Member Info for B2HS2L

Thank you so much for infecting our board Tontos, but we're all stocked up with infection round here at the moment.
Have a nice day :)

"The monthly update Graham is delivering is an additional update that novacyt don't legally have to provide but has been provided as an add on to keep us updated on Novacyt's summary of how the company is functioning in relation to their covid tests."

IMO it has been provided to give the share price something to stick to.
Without any monthly updates, the share price could be all over the place, - I can imagine the chaos without it.

The company are not claiming to have a patent for Exsig direct, (presumably because AZN and gsk had a hand in development), and to my mind a patent for this would be valuable.
Agree though "if it’s going to happen it’ll be sooner rather than later".

Whilst on the subject of vaccines:

28.06.2020 - Trial of Oxford COVID-19 vaccine starts in Brazil
Volunteers have begun taking part in Latin America’s first clinical trial for a vaccine against COVID-19.
http://www.ox.ac.uk/news/2020-06-28-trial-oxford-covid-19-vaccine-starts-brazil

Taverham,

re "Anyone know if the pcr test being promoted by Collinson for arrivals at Heathrow is ours"

https://www.collinsongroup.com/en-eur/insights/covid-19-coronavirus-update-1-apr-2020

COVID-19 Coronavirus Update, 1 Apr 2020
"This PCR test is the one that was rapidly developed to detect COVID-19 and has been central to the identification of coronavirus patients across the world."
IMO it is likely that the test is the Primerdesign q-PCR test, but since this article was published, Primerdesign has introduced Exsig direct, thus reduceing waiting time for results.
I don't believe this article has been published on the bb recently.

Hi Scarab and RK,

NCYT has benefitted from the removal of scarce reagents from their test kits, and development of a new COVID-HT test. (They are trade marked but not patented AFAIK)

This is due to the assistance of AZN, gsk and Cambridge labs, at the govnt instigation.

So why isn't the govnt suggesting that AVCT should be similarly grouped to develop the PD1 inhibitor technology, such that every effort is seen to be put into beating the virus?

Has Alistair Smith made representations to Boris, and Wood**** et al, to see how the land lies?

I know govnt are preoccupied with testing, but Affimer blocking is a permanent way forward, and might be developed well before an effective vaccine.
Of course we need to have that first in human test that is slated for end of 2020, but we should be trying everything in our power to get the project underway with govnt assistance, rather than poncing around trying to attract a suitable partner for the project.
(This must be eating up time in the boardroom by now I would think).

Feel free to share your view on this subject.

Hi Shaun,
Expect you might be busy with next spreadsheet issue, so I have some suggested updates for you:

1. 17th Jan 2020 - Primerdesign partners with VGS Group in France

This agreement and income described, I think does not feature in your spreadsheet yet.
" The agreement has an initial term of three years and commits VSG to purchase a minimum of €690,000 of Primerdesign products."

2. Latest Specificity Report and Independent Clinical Performance Evaluation, found on twitter or LinkedIn, be mentioned in the spreadsheet.

It is Primerdesigns biggest sales document, as it does something no other manufacturer of assay's does, - provides assurance to users and prospective users that 100% of samples containing Covid-19 Coronavirus are detectable.
Suggest entry in 'Strengths' part of SWOT?

https://corporate.qiagen.com/newsroom/press-releases/2020/20200630_agm

JUN 30 2020:
QIAGEN shareholders approve all agenda items related to acquisition by Thermo Fisher Scientific at Annual General Meeting
Venlo, the Netherlands, June 30, 2020 – QIAGEN N.V. (NYSE: QGEN; Frankfurt Prime Standard: QIA) announced that its shareholders today approved all agenda items at the Company’s Annual General Meeting related to the proposed voluntary public takeover offer for the acquisition of all ordinary shares in QIAGEN by Quebec B.V., a wholly-owned subsidiary of Thermo Fisher Scientific Inc. (NYSE: TMO) for EUR 39 per share in cash (the “Offer”).

These agenda items included the Back-End Resolution allowing Thermo Fisher to execute certain post offer measures to acquire 100% of the shares in QIAGEN N.V. or the entirety of its assets and operations, which is one of the conditions of the recommended Offer. The shareholders further approved the conditional (re)appointment of seven Supervisory Directors, effective from the Offer settlement date, and conditional amendments to QIAGEN’s Articles of Association.

That's another £26K on recent sales.
That's before any consumables like reagents are taken into account.
A maximum of 64 samples tested at once.
Well done gggg21

Thanks Danny.

Danny, - Can you throw any light on the rumour of an Astra Zeneca buyout, - any links please?

Any update with financial info or agreements / partnerships would, yes I agree.

Disappointed that Alistair did not mention progress with the company seeking a partnership for the affimer based virus blocker.
I realise he cannot provide specifics, but having floated the subject in an RNS, he will know investors will want news.

It helps if you can think of someone worse off than yourself.
strictlyinc, I fit that criteria..

Anybody have a recommendation for who to set up an RNS alert with.
The HL RNS alert is not timely.

I think Graham will have hinted at a smallish dividend.

When the BoD has appetite for an acquisition it will need funds, so I think any divi will be small, else NCYT will need a loan.

Having striven to remove all debt this year, I should be surprised if taking on more debt was high on the to do list.

Just continue innovating and any acquisition should be achievable without a loan, but I am aware that opportunities have a habit of arriving when you are unready.

Kudos to Exmex for his spotting the 27/11/18 RNS containing details of income expected from working with Genesis.

Perhaps this information might be included in the next spreadsheet Shaun?

This is a reminder that Novacyt always considered itself to be a bespoke analytics developer before Covid-19 appeared on the scene.
The CEO has mentioned in a previous RNS that enquiries for this type of service have increased markedly since Primerdesign was made famous by its stellar Covid-19 test, being the first to get CE label status earlier this year.

https://www.aviationtoday.com/2020/06/16/airlines-standardize-pre-flight-testing-covid-19/
June 16 article - Should Airlines Standardize Pre-flight Testing for COVID-19?

Dr. David Powell, medical advisor for International Air Transport Association, provided some updates on how airlines can achieve their recommended guidelines for COVID-19 testing moving forward during the organization’s weekly pandemic media briefing.

I posted an expanded version of the following on 22 June:

Mobile testing using LAMP technology is now a reality.

https://www.linkedin.com/feed/update/urn:li:activity:6680182792468389888/?commentUrn=urn%3Ali%3Acomment%3A(activity%3A6680087609974304768%2C6680182721374937088)

The number of vans being modified to mobile labs unknown.
Dr Veronica Fowler is part of a project to set up mobile testing vans with LAMP instruments.
Veronica worked with Optigene using an assay sourced from Primerdesign at BASINGSTOKE hospital.

That may have been Egypt, who shipped a consignment of PPE shortly before.
This may have been brokered by UK Govnt, but can't be sure.