Member Info for beinthelead

Ndn has a point. The value in that note is a well overdue advert, but not hugely exciting.

There is a clear disconnect between true value and these conservative, almost obvious, summaries.

With the contracts we are likely to receive, £2.80 is a low multiple.

Apologies if discussed.

AffiDX now for sale without password access.

Ndn is correct.

iPhone - you deramp here regularly. NCYT do not have a CE marked home use test for sale. Their ‘Pro’ is not good enough. The saliva test is worse.

Our sample type is non-invasive. Tests such as Innova, and even Hughes Healthcare (Acon Flowflex) require an ‘uncomfortable’ 2-3 cm nasal insertion.

HMG contracts aside, we have a test that is;

Non-invasive
Comfortable
Best in class S&S - 100/100 for the infectious.
Cheap
Detects delta @ 100%
Confirmed Manufacturing reading back of 65m/month
Potential of additional 50m/month capax via Medusa
Homes use in the bag (I believe) via Medusa

Contracts await.

Not really. Their figures are not great across the tested range.

Allah - that statement is not proof of the sample method is not valid. Even if it was, it’s pretty poor.

Our saliva test has similar clinical performance figures to our AN test. AS confirmed this in the latest investor presentation.

Key differentiator between saliva and AN is real world performance. Too many variables. Saliva has been discounted as the preferred sample method.

NCYT’s performance figures are not great for both AN and saliva. Particularly the NP figures. They should be a lot higher to compete in today’s market. My view is the upcoming green light regulations will require higher S&S figures than these present.

Kudos to them for getting the test to market. I’m sure they’ll augment revenue to an already impressive portfolio.

Zendog - I has something to do with tat they had a test available at scale when required. First mover.

Zero edge against where this company is going, and IP it has just demonstrated phenomenally. This LFT could make zero sales and be great value as a proof of concept for Aff’s.

Novacyt are clearly a great company at what it does/has achieved. I admire how they’ve built and ran their company. Avacta don’t compare.

No competition Mr A. Never has been.

Detects delta. Head and shoulders above NCYT who are targeting private market. Two great RNS.

So good I have to comment twice... (feel like Ndn). This news, and in particular the comparative language is massive.

Which test are they going to select for use in schools and border crossings?? Phenomenal result.

Infectious baseline.

Wow. Amazing news - very confident language. The others are useless, basically.

Green light testing beginning to gather traction. It’s inevitable. In 12 months time we’ll look back and all of these timelines will make sense. I’m telling myself that, anyway ;)

Yes. I agree. The politics is certainly driving timelines and causing mayhem is Covid sensitive stocks.

Our ace card is Medusa. I’m convinced they have home use sorted in time for the 19th. They’re heavily incentivised to get this done. Selling to consumers at the earliest opportunity has been in their gift for a while now.

Madness.

Been killed. It’s Acon Flowflex. Not AN. Needs dropped as a discussion point.

Sorry Agent - no offence meant.

Unbelievable angle this morning. Fully funded to 2023 for the current pipeline.

Chill all.

They also white label the Acon FlowFlex too I think? No need to discuss that further - been covered a million times :)

Apologies, naive moment here. I never realised we had been collaborating on LFD development with Mologic for over 5 years.

The link up is more mature and strong than I realised.

RNS Number : 9394A
Avacta Group PLC
13 June 2016



Avacta and Mologic Enter Research and Product Development Collaboration Agreement



· Avacta's Affimer technology will be used to develop rapid lateral flow diagnostics for clinical applications

· Development and commercialisation partnership in point of care testing

· Lateral flow diagnostics market is worth $5bn annually and is growing at around 7% per annum