Member Info for beinthelead

Belgrano - every board has a top up expert when things dwindle.

Be warned people. DYOR and do not listen to this rubbish.

Kong - absolutely. By far the most important and exciting pint of the RNS. Two fingers up to the ‘can’t deliver crew’ whilst highlighting how good the data must have been to allow swift approval.

Fantastic job. Pivotal in terms of company direction.

It all hinges on HUA and good chunk of orders. This variant thing will rumble of for years to come. We’ll have to validate against each new VOC in parallel. Just like every other test *should*.

They haven’t got rapid tests off the ground yet. This is where my frustration is. They need them more than they know. But they need to get off the pot and embed them in the fight against this disease.

We need to get HUA and start selling tests. Validate in parallel. If we have to wait until samples arrive for each VOC, it renders the product commercially inefficient.

Gone. He’s not stressed, just another troll.

Touk - what a load of rubbish. Ramblings of a lunatic.

Nobody is listening to your ‘nobody is going to buy when your own government won’t’ line. Stop using it. The Avacta test (not yours) will never pass PD because it’s test procedure is not valid. Avacta have communicated this as fact. This isn’t new or noteworthy.

If you’re over the LFT, stop talking about it. You’re either a troll or very stressed and should sell.

It’s here: https://mobile.twitter.com/miamalan/status/1463846528578109444

Yes, there are, but not of note. Have a read of this thread, it’s informative.

https://mobile.twitter.com/jcbarret/status/1463975708770897923

Mr R - Delta had a mutation to the N protein, hence the decreased sensitivity of most LFT’s. Quite ironic really.

Ophidian. With no abuse; there is no info out there.

Marik - we get it. Please stop the regurgitation.

Most sensible post in a week.

Bishop - as you’re reading this. ODX’s SP has collapsed due to their reliance on DHSC. And profit warning relayed in their update. I’ve repeated it. As in, their SP has collapsed due to zero revenue from their £374m PO, and zero faith in forecasting any revenue. Implying that their MCAP is underpinned by Covid sales to DHSC.

Avacta’s is not.

Nice to see you reading though.

Greg - ODX’s reliance on DHSC is why the SP has collapsed, not lack of LFT sales.

Sure does. It’s clear the truth has been exaggerated and extended given today’s news.

But let’s leave that for the ODX BB. Sad to see what’s happened there.

Timster - I’d guess it’s in line with expectations at the outset/submission. We can do nothing more than add it to the list of things to wait for. Tedious, but exciting. Hence the cyclical movements in the SP.

Jaykay - my call was circa 7mins long. Short and snappy. Kudos to you for that mammoth session.

Timster - they said it’s because you have no faith in their brochure production.

Just had a chat with Medusa. Much to your surprise Timster, they are there, and do answer.

Enquired about the test for my business following success with the prof test.

Very friendly guy. Sounded frustrated at lack of HUA to date. Says it’s imminent etc, etc. He was not aware of any active marketing or MeduFlow. But did mention there were other departments dealing with this stuff.

No new info.

It doesn’t really matter.

Medusa are not manufacturing. If they were, we’d have an RNS, despite the NDA. Besides, the NDA appears to have been upheld by Avacta alone given Medusa have declared MeduFlow last week, and manufacturing strategies to PI’s over the phone.

ABDX and Medusa are not delivering anything material at present. All rumour and conjecture until we hear otherwise.

At this price, we’re huge value if any one of those comes off. Add in AVA. The market has no clue how to deal with us, other than ride this current cyclic wave.

For me, positive AVA news before Christmas will be a monstrous reversal in credibility for AS. It’s puts the disappointment of failed timelines and promises for the LFT to bed. We’ll know that they were a product of HMG/market.

We’ve got a big 4 weeks in the offing.

Why do you care? You were trolling them last week fighting the green fight.