Member Info for beinthelead

Can’t buy - 10.30?

Cliff hanger is quite correct. The market is in full agreement. Not sure who’s more excited!

The test exists and is very good. This makes it when, not if.

Very interesting move. Especially before news. The focus on reagent of product is puzzling for sure.

Bang on I&B

Good reminder. Well timed.

Morning Muck - but is the performance even worth comparing as our LFT is designed and validated against a different specification? I.e asymptomatic.

As I mentioned last week, another non-competing LFT.

“ The BinaxNOWTM COVID-19 Ag Card is a lateral flow immunoassay intended for the qualitative detection of nucleocapsid protein antigen from SARS-CoV-2 in direct anterior nasal (nares) swabs from individuals suspected of COVID-19 by their healthcare provider within the first seven days of SYMPTOM ONSET.”

It makes the performance of our LFT even more special.

MCAP @

May ‘21: £1.5bn
Christmas ‘21: £3-4bn
Summer ‘22: £8bn
Summer ‘23: £30bn

ODX have followed our price action over week. We are intrinsically linked by something... not sure what.

The SP has been very stable this week. Never been more confident.

My thoughts urban. The company should be worth £10bn next year.

This is not meant to sound arrogant - Do we have any competition in the LFT market?

AN Sample method
Asymptomatic detection
Affordable
Best-in-class SARS-Cov 2 reagent (albeit subjective)
Highly scalable reagent
Most stable reagent
Highest performing S&S (based on above)
100% Specific

Our test has been designed from the bottom up to sample AN. Most others, AFAIK, are repurposed NP sample designs, therefore S&S data is questionable.

Once we have our broader CV numbers, the test becomes a validated, commercial unicorn.

Yes, there appears something is going on

Surely people aren’t considering them to be an insider...

Be nice for the RNS to arrive, to bring some sanity back to this board.

They were real and just didn’t take the regurgitated rhubarb that was spouted to annoy and spread fear. They felt the need to defend and support others. The methods were questionable, as they could be over zealous at times.

But the constant leak, MM games, big buys, concerns, failures etc get boring. Mega boring.

There’ll be an RNS when it’s ready. And you remain invested because you believe it will land. Let’s face it, most are in profit, so if you didn’t believe it, just leave.

This board has lost its mind.

The CE mark understanding is being watered down and treated like it’s like passing a test. It’s not.

If we weren’t applying a CE mark, we’d have to apply a UKCA to sell to HMG. The mark confirms compliance to standards and directives listed within. They need ‘a’ mark to market to these customers.

“To apply the UKCA mark, manufacturers have to do exactly the same things as they did to apply the CE mark, and in most cases they can use the same standards, risk assessments, test data, and technical files so the only thing which changes is the logo on the product and the words on the Declaration of Conformity.

Products being sold in the EU as well as Great Britian will continue to need the CE logo, so it's likely that most products will have both the UKCA mark and the CE logo on them.”

The strategic choice is applying a CE mark, as this allows sales with EU and UK until the discretionary transition expires in 2023 (medical devices).

In short, CE is not a biggy in terms of milestones, because any test designer that has skin in the game, will be able to achieve it. They’re not using novel processes or parts.

CE will come if the test is good enough to market. Hence CV numbers being king.

*discredit

The article isn’t about promoting Innova, it’s out to discover it the product before sovereign launch. The tests will be British, and use innova’s performance as the yardstick to fly above.

This is the start of the sovereign PR campaign.

Morning Visainn - I often use that term of life playing a huge joke... also expecting Jeremy Bradley to enter stage left at any moment. I quell the excitement before my mind races away.