Member Info for beinthelead

:) Friday for me - it’ll be a long week!

Sang - So you believe the LFT will be successful.

That was a long day...

That’s the spirit Larsh :)

Wyn - the market has does this with the majority of shares. It exploits nervous investors.

Bluntly, the market senses what nervous holders are feeling. Next Thursday is a long time for stress prone holders. In the absence of news, they take advantage. Why wouldn’t they?

Craig, the tax stuff is gold.

I confess to be being beaten by experience on this one.

You win Sang.

Agree Zoom.

Ironically, I’m more frustrated by the state of this board.

The value adding posters are stepping away. Their subjective research and knowledge has helped me a great deal. Unfortunately, we’re discussing generic investment philosophy and risk profiles.

Just unreadable.

And the case to come back in a fortnight if the SP is affected negatively, to highlight how correct they were.

Ultimately, the elongated ‘end of Q1 target’ is to be accepted or sold.

Dismissing ISA investment does not make sense. People hold investment in tax efficient wrappers, regardless of the risk profile.

If your immediate risk is too high, sell.

But correlating the delays to innova’s process is not valid.

The delays are frustrating, but having a view of ‘just get a test out’ is not befitting of the future of the company. The test needs to be the best it can be.

We’re all hoping and believing our performance will shatter the current market leaders, so appreciate that takes time.

Did Innova require the samples Avacta do?

Apologies for being crass, but innova’s test design, therefore testing and validation, is totally different to ours.

There’s a pattern that repeats itself. Price drops to fill larger orders. Buy if you can. Stealing 500 shares at this price will be the bottom before news, IMO.

Agreed, not required.

But adds infinitely more value than a lot from recent days. The traffic on this board in unusual at best.

The claimed accuracy is no concern, as it is measured against criteria ours is not. I.e. inferior, of less value, real world setting.

As I keep saying, we have no competition.

NP Test: https://diagnostics.roche.com/global/en/products/params/sars-cov-2-rapid-antigen-nasal-test.html

Spec: 98.6%
Sens: 90.6% @ <30 Ct

https://diagnostics.roche.com/global/en/products/params/sars-cov-2-rapid-antigen-nasal-test.html#productSpecs

Designed for patients with symptoms.

The more of these examples I see, the more valuable our unicorn becomes.

I do get frustrated, but not in a negative way. More excitement than frustration I think. My money is invested for the goal.

Few points that reassure me:

Best S test
Best performing (by far) AN designed test
Infinitely scalable reagent
Yeah manufacturers aligned
Sovereign test yet to be declared
NO REAL COMPETITION

Then there’s the cancer stuff.

Good honest summary.

The test is there, and it’s the best. But understand the frustration. Don’t get caught up in the theories about why it’s late, and checking every 5 mins. Easier said, I imagine.

No chance. Q2 is not around the end of Q1. I have patience, lots do. But the market will react in Q2.

Agreed. This is clearly the reason.

Not given the tension and new money from NCYT.