Member Info for beinthelead

Hahaha Jesus. Thanks :)

Break 241p and you’re a millionaire... forgot the negative news bit. Guess what... rerated on positive NEWS. Not because of the chart.

Forget Chartists on BB’s. Trust the research and the time spent convincing yourself to part with your money. BB mystics are out to skew your perception of risk.

No view on if they’re the same person, but both have similar agendas.

Subtle. Doubtful they are invested. Yes, there’s always a less rampy side to the debate, but wyn is like that Dennis guy on Twitter Invested but talks down the product like selling it is unethical.

Wyn - it’s a debate for google.

Nobody on here, including me, is saying the testing landscape hasn’t changed. My view is that testing will become green light and mass/surge/lockdown mitigation.

My view is that Avacta will sell a load. I’ve got nothing more scientific than that - I’m not going down your rabbit hole, we’ll be here all day.

Good topic Radia. I referenced the current market as the Wild West.

With the new dx industry will come regulation. Self testing for green light devices will need to be at that sort of level. Also AN.

Don’t forget we have a saliva test on the shelf that would also meet those figures, should we need it.

There are studies that purported Innova to be a very effective test. Real world is different. I accept that some reduction may occur, apologies.

Reality: More than 50% of the adult population is fully vaccinated in a pseudo lockdown, yet cases are increasing daily. Variant or not, transmission is rampant.

I’m not proud to say Covid is running rampant, but proudly stating that testing is the only valid way to control transmission, limiting infection.

Livedata - exactly.

To be clear wyndrum - the vaccine does not stop transmission. I did not say INFECTION or HOSPITALISATION.

Sensible suggestion Will.

50m/month with revenues external to the LFT. Excellent AVA data will blow it.

By taking more risk, that’s people now leaving their homes because of the apparent confidence of a double vaccination.

Talking to a guy in the gym last night who’s been holed up for 3 months. This increased mixing is yet to inform the spread, IMO.

Cheers PL. I’ve gotten lost keeping up with this.

Gogsy - A suggested ~30% margin of the sale price. Which, as suspected, will be mid single digits across all territories. First movers took advantage of the inflated prices. But as we enter a saturated market (albeit in lesser quality) the price drops.

Huge volume and a healthy margin awaits.

Very much cautious, but one that offers realistic derisked value today.

The 5m/month is stated as in the bag, hence any further capacity is a rerate on Stifel’s valuation. I.e., we’re looking at a multiple of that valuation.

The four week delay will happen. I’m still curious on the data and how it’s presented. Overall though, testing is the only valid way to reduce transmission as it’s clear vaccines aren’t.

Too many busy fools these days. Fact is, this company has delivered huge profits to long holders in a relatively short time frame. Even bigger profits to come.

I’m looking forward to reviewing the graph in 12 months time, zoomed out.

Yes, really. I’m sure you understand as you traded it and made money.

HB - Will’s balance is bang on here. The only people losing money are traders and the impatient. If you can’t hold a stock longer than a fortnight, your chance of losing money increases dramatically. Especially on AIM. In a risky biotech.

The ‘all LFT’s’ are bad narrative has ran for months. Nobody cares about innova’s performance, or mass testing for that matter as it’s only used as red light tech. Which by definition, keeps people locked up.

Going forward the narrative will switch to LFT’s as the enabler (green light) and the route out of this and future restrictions.

Summary:

Innova: They’ll say it worked perfectly well as a blunt instrument:

AffiDx: PCR accuracy and let’s the 2.4 get back to Spain.

It’s an easy spin.

Rather highlights the achievement in developing TWO tests in 12 months. The saliva test works, with similar performance of the AN test. This is the real takeaway. Fantastic progress.

Wyn - not quite. All holders are here to make money, all deserving. I think the LTH ref reflects the holders having endured the recent falls. But I guess that’s the strategy of a long term holder.

Precisely Agent. Zero chance they were ever manufacturing for us. Their brand is enough to sink any ship.