Member Info for beinthelead

Good advice Wolf.

If you zoom out far enough, you only see a straight line. Looking back in a few months will have this week erased from memory. A lot to look forward to.

We were walked up to a high with no substantiation. We all need to appreciate in can happen in reverse.

Debating the date of news driven by implications in RNS’s is pointless. Just creates a poor environment.

Blinkers off, the market, and most investors expects news before the end of March. This is reality and why the SP continues to drift. Until news, this board will be unreadable and nervy.

When the Mologic news landed, a lot were out congratulating AS on mitigating risk to CE, with most suggested end of March was all but nailed on.

If you expect news end of March, hold on. If you think it’s another cat-fished deadline, sell and buy the dip if you still believe the future. That should be your strategic choice.

And also nervous buyers discontent with the drop, and only willing to buy at a discount. Hence, buyers drive prices.

No news and negative sentiment. This is AIM.

Conversely, our recent rise was due to positive sentiment.

Very simple.

It will fall until there is news. Obvious and been said many times.

If there is no news in March, there’ll be a significant drop. Feb 22nd RNS suggested March as product launch.

This isn’t a tree shake - it’s sentiment fading, and reputation taking over. We all know how fickle the market is. It does not have the same feeling toward individual shares as we do.

Just remember why you invested all the way up, and (hopefully :)) all the way down.

The test exists. It will make it to market. And will pay its way in the oncology programme. The risk for me is exactly how much. People dismissing the UK Gov supply as a small market, but it’s not. It’s huge. And more so for the PR it would give us. This is almost as valuable as the cash it’ll generate.

I’m hoping UK Gov tender is met, then ROW and EU will follow. Be a shame to miss HMG, but the other two will happen, I’m sure.

Feb 22nd RNS states that market launch around the end of Q1 is the aim.

@Radia - exactly this. In amongst the recent noise, it can’t be forgotten that the ‘aim’ is to have the test ready for market launch by end of Q1.

They mustn’t have enough because they’re out again this morning.

Spot on. Sorry, I understand.

Morning - agree that I tuning the larger CV performance will be better, or equally as good. However, the reason for the larger CV was for HMG compliance wasn’t it? Not CE

I feel this will finish +6% today. With a push beginning within the hour. Matt is right - it’s being held, taking advantage of the indecisive timescales set and delayed to date. This time is different. We’re in a different position of risk.

Thanks

This is the reason it has got to be of high quality. It’s a huge opportunity to beat antibodies in a market with all eyes on it.

ODX CEO confirms that Mologic is not the gov test.

“...we now have the ability to supply both antigen and antibody lateral flow tests not only to the UK Government but to our commercial partners.”

Mologic is satisfying commercial demand.

Not competition. Requires equipment to resolve.

Like a lot of things in life; horses for courses. Leveraging can be as magic as compound interest, if used to your advantage. I.e. a having a large low interest mortgage whilst sitting on a significant cash pile. You can cover a steep rise in interest rates as and when it happens. But don’t when you don’t have to.

If you can cover your margin with an appropriate buffer, commensurate with the investment risk, it can be wonderful. They keep you liquid.

But to open a SB on a highly volatile share, with no buffer, you can be caught very quickly. This is the advice I always give people.

Your ISA allowance is very precious. More so than your SIPP in my opinion. But that’s another discussion.

One can only validate and verify (V&V) against set criteria outlined within the design specification. Therefore, a test house (CV facility) needs to be tailored to test against the parameters in this design specification.

I guess this is why the PD validation route is flawed, as their test criteria is not aligned with the design specification of our test. Our others for that matter.

AS has been at pains to explain his unorthodox validation route, because this allows him to control suitable samples to validate and verify the requirements outlined by our test design requirements. I.e., VL @ ct26.

I think CV numbers will be an improvement on initial CV due to the enlarged sample size. My confidence comes from the scientific approach taken with CV. Al is clearly selecting a process that is credible and most valid.

£5 - £10 - £20 - £50. Insert relevant inflection point and date.

The market has the opportunity to react to news that may impact a share. Positive or negative. They’ve done their job, I suppose. It’s worked for 3m shares!

Great find. Constructive today.