Member Info for beinthelead

The twice weekly testing is not about stopping transmission in its tracks to allow vaccination to win out. It’s a PR exercise to engender a testing future for the population.

Key point people miss with the June date set by HMG. This is the date they will no longer financially support businesses. After this date they will have to support themselves - I.e. have to ensure all entrants into the local cafe or theatre are not going to spread an outbreak likely to force their closure.

Therefore, going forward, we will all have to prove Covid free on entry. At our cost. And we’ll pay it; having tests lying around like we now have masks.

Been said many times. The numbers required, therefore revenue generated, is incomprehensible.

We need the RNS to inform how much of a part we are going to play.

Monkshood - my belief is the same for saliva, in that S detection is more prevalent. Easier to target.

We can only speculate on the performance of the saliva test. The reason we have pivoted to the AN sample is the strongest indication that we’re targeting HMG. And what we do know, is the AN sample targeting the Spike is pretty damn good.

This is the point. 12 months to deliver a best in class test to market. Beating diagnostic power houses in the process. We are not a test manufacturer. Or prior to 12 months ago, a developer of this test!

My word. From market disrupters, to test in 12 months. I think we’ll be celebrating this fact in a fortnight.

I might be missing something... but AS has said in recent interviews that N is harder to collect via AN swabs, hence NP being the dominant N targeting test? This is one of the reasons why he’s chosen to target S for this test mechanism.

We just need the CV data out. CE is not a hurdle, it’s a signed piece of paper. Then get it to market. In realty, these debates are no pointless and dragging on.

Great find Jay - Thanks.

Testing will to be cheap, accessible, of required accuracy, and mainstream.

Rules out PCR - in any incarnation.
NP tests

The flight example is not what we should measure value against. It’s the cafe, theatre, football. Even gatherings at schools.

LFT is the chosen tech. And the only way to meet the required standards set by the gov, the world, is the one chosen by AS. This is not a blinkered view; it’s reality.

Avacta’s Spike LFT meets all standards required. And is adaptable. As mentioned earlier, the Spike, regardless of variant, is prevalent in AN samples. N isn’t. Therefore, the key variable chosen to control, in my book should be the variant. And AS has. And there’s an Affimer for that.

Sleepydave, well summarised.

These points have been discussed to death, and hopefully shaken out punters and traders at this point. You’d think ‘investors’ would be comfortable with this by now.

It’s a boring period waiting for news. Any questions, Google is helpful.

Add in the ‘onset of symptoms’ testing.

Agreed.

USPs as I see them:

Adaptability to new variants
Sovereign
Higher-end S&S
Made from standard/COTS parts
Scaleable
Owner of the reagent - best bit.

The sovereign USP is clearly linked to HMG contract. Which is why, probably against the grain, I feel is most important to be part of. Yes, it’s a framework, but we should be on it from day 1 in my opinion.

Now is the time to get to market.

Always wondered...

Is it the delight in others failing; or the delight of being correct?

Either way, it amazes me people have the time and head space.

Step out of the vacuum and look at what industries are being created.

https://www.gov.uk/government/news/new-uk-health-security-agency-to-lead-response-to-future-health-threats

This makes testing more than a fleeting fancy. Testing will evolve over time, with the first sight being a combined S-N test muted by AS. Once the Af platform is validated by this LFT, we may well have the tech driving this innovation.

We’re not a manufacturer, hence we should play a huge part in the future of diagnostics.

ii platform has been fine all morning. As it is most of the time. HL seems to be off quite a lot, looking at here and Twitter.

There is a lot of nerves and messages from the optimists protecting the SP, and pessimists/nervy holders, assuming it’s doomed.

Don’t get caught up in the vacuum. The market takes advantage of the these stretched timelines and traders will win/lose/draw either way.

Good luck to everyone. The test exists and it’s a belter. Until the news lands, traders and those with open positions are the only variable in the this. Holders are the constant. Just wait.

Good thread.

When I look at the possibilities, and numbers, I have to double check each time. My iPhone calculator returns such a huge number, I’m forever in landscape :)

In reality, the LFT sales could return revenues of £4bn in next 2-3 years. That’s mega. The scalable potential is mind blowing from such a quick start.

12 months to develop a gold standard product that can dominate a market, can value Avacta at £15 by Christmas. Not accounting for any PreCision success.

I won’t cover old ground, as more distinguished posters have done the hard word - but the gem is the cash rich position LFT sales delivers for the onc side of the business. This is where historic M&A targets have had to concede. This time Avacta will have the choice.

I’d forecast an approach to be rebuffed until TMAC is proved. Then we could see value exceeding £30bn.

Another strategic choice they have is to carve up the company IP and sell separately. The key value is in the markets they are disrupting. And there’s quite a few.

Creating a world beating LFT in 12 months is quite the achievement. And it will happen, it’s not too far away.

It was delivered to his latest deadline.

Exactly.

Let’s stay positive and remember the AVA submission RNS :)

People will have traded the dip.

It is. And also that the chart is set up to mistake the failings of a falling share. The chart isn’t the reason, but picture to roll out if it does.

There are bashers that spoil it for the rest. But there are genuine people that get caught up in the stress and get burnt.

I’ve never understood why anyone would like to see someone fail/lose money. Aren’t we all here with the same aim? Clearly not. Their ‘why’ is different to the majority. Sadly their voices appear louder.

This is not a tree shake. It’s the market taking advantage of the nervous investor. Or in reality, trader.

The SP is moving on no news. Not charts filling gaps, finding earlier levels of support, letting mates buy cheap... ask yourself logically; if we’d had CV, CE and just waiting for orders, would we be tracking back to the fabled level of £1.93 just because the chart has it? No.

Wait for news. It’s coming, not late, and will be as big as you thought when you were happily buying last week.