Member Info for ChasPB

Also take a look at the INSTITUTIONS Tab, a few more BLACKROCK Funds with Holdings?

https://www.morningstar.com/stocks/xfra/nyz/ownership

NOVACYT - Primerdesign kits were used in a German scientific study published today!
Comparison of Five Serological Assays for the Detection of SARS-CoV-2 Antibodies". Primerdesign kits are gold standard!

https://mobile.twitter.com/OffRecord2020/status/1346752788257239042/photo/1

{Ref:Offtherecord2020 - Twitter)

Are we expecting TENDER News this week?

Also any Extensions or Phase 2's to existing contracts?

Just a reminder from DEC 21st ...
Novacyt SA - Anglo-French biotechnology group focused on clinical diagnostics - Says its existing diagnostic tests able to detect new variant of Covid-19 found in UK. "The results of the in silico (computer simulation) analysis of the sequenced mutations show that the company's polymerase chain reaction product portfolio, based around a single and a two gene target for Covid-19, remain able to detect all published Covid-19 strains with the same high level of accuracy, including VUI-202012/01," Novacyt says.

Don't think I've heard OR read of these companies being invested in NCYT before on this BB
(Shaun P: is this of any interest to you?)

FUNDS
---------
Ninety One UK Smaller Coms A £ Acc - 243,314 shs
Sextant PEA A - 200,000 shs
Ninety One UK Sustainable Equity K £ Acc - 82,316

See Full List: https://www.morningstar.com/stocks/xfra/nyz/ownership
Select Tabs: MAJOR & FUNDS

INSTITUTIONAL
---------------------
Ninety One UK Limited - 325,630 shs
Amiral Gestion - 238,214 shs
State Street Global Advisors - 79,631 shs

See Full List: https://www.morningstar.com/stocks/xfra/nyz/ownership
Select Tabs: MAJOR & INSTITUTIONAL

10 Bag or Not,

My question is:
If the results are as good as most investors think on here, when will the Market Re-Rate?

Same day as results? Same week as results? If we move into MidCap country?
or
Can it Re-Rate more than once?

"Re: NO PR2

I sent this to BBC / Steve Brine (Novacyts Local MP) on March 13th, when news was coming out that the governments order for testing equipment (with another company) was a bad decision.

Since then 9 months + I also have never heard our names mentioned in any broadcast.

Novacyt (subsidary: Primerdesign)

We have here in the UK the below company which I have EMailed the local MP (for the Primerdesign Ltd address below) to highlight the testing equipment we are promoting, confirming it could SAVE MONEY for the government AND it could SAVE LIVES (more importantly) as the test kit + (less than 2 hours) fast results are ready to go into production/distribution.

Primerdesign Ltd (part of the Novacyt group)
York House
School Lane
Chandler’s Ford
Southampton
SO53 4DG

Steve Brine is the local Conservative MP for the Winchester & Chandler’s Ford constituency.

steve.brine.mp@parliament.uk



Novacyt is pleased to report the completion of a formal evaluation of its COVID-19 test by Public Health England (PHE) and is very satisfied with the performance assessment of its test.

The Company believes this data represents an important endorsement of the claims made to date in relation to the quality and performance of its COVID-19 test. It is understood this report will be shared with the NHS to support their decisions for general COVID-19 testing across the UK
.
The Company therefore expects to see an increase in the number of NHS hospitals purchasing Primerdesign’s COVID-19 test. "


See attached company report from 12/March

https://www.lse.co.uk/rns/NCYT/coronavirus-test-update-4sbdh2chvxbezr4.html

So it may take all of 2021 to Vaccinate the UK.

My understanding is that it will All have to be done again in 2022 and so on.

Whats not known yet is if it has any effect on Variant UK and/or Variant SA.

A new question now is what happens is if Variant UK and Variant SA somehow Mutate together to form yet another (Stronger) Variant?

I think testing will be here working alongside Vaccines to ensure the correct one is applied, and that the Large Pharma's will look to have this under one roof, and be much more than interested in diagnostic/testing companies like ours.

I expect some Take Over news during Q1/2021

" Later, a clarification that an acquisition for the 4th quarter of 2020 would be announced. We are 12/28 .... nothing"

Bugs think you had better check RNS of 15th October

Closed: €9.18

Opening: €9.61 (Indication only}

https://www.morningstar.com/stocks/xfra/nyz/ownership

Ownership - Major Institutions
-----------------------------------------

BlackRock Fund Advisors 665,780
Octopus Investments Limited 240,000
BlackRock Advisors (UK) Limited 112,213
State Street Global Advisors 79,631
RAM Active Investments SA 68,322
Quoniam Asset Management GmbH 63,844
Credit Suisse Asset Management (Schweiz) AG 36,007
BlackRock Life Ltd 33,620
Lyxor International Asset Management S.A.S. 31,235
SSGA Funds Management Inc 29,637
C-QUADRAT Asset Management GmbH 9,370
EHP Funds 6,300
Annox A/S 5,567
GAM Investment Management (Switzerland) AG 4,239
BlackRock Investment Mgmt (AUS) Ltd 331
BlackRock Asset Management Canada Ltd 153

Ownership - Major Funds
----------------------------------
BlackRock Smaller Companies Ord 474,960
BlackRock Throgmorton Trust plc 354,313
iShares Core MSCI EAFE ETF 314,584
iShares MSCI EAFE Small-Cap ETF 263,260
FP Octopus UK Micro Cap Growth S Acc 240,000
iShares MSCI EMU Small Cap ETF EUR Acc 103,609
Lyxor PEA PME (DR) ETF Dist A/I 97,622
RAM (Lux) Sys European Equities B EUR 68,322
iShares Core MSCI Total Intl Stk ETF 60,991
State St Gbl Sm Cp Eq ex-US Indx NL Cl A 49,166
CSIF (Lux) Equity EMU Sm Cp Blue QB EUR 36,007
Undrly BlackRock DC Alpha Sm Cos Pen 33,620
Lyxor MSCI EMU Small Cap DR ETF Dist 31,235
State St Gbl All Cp Eq ex-US Idx NL Cl C 30,465
Quoniam Fds Sel Eurp Eqs Dyn EUR A dis 29,820
SPDR® S&P International Small Cap ETF 29,637
Quoniam Fds Sel Global Rsk Pre EUR I dis 25,484
iShares MSCI Intl Small-Cap Mltfct ETF 18,189
C-QUADRAT Quantic Euro Flexible I 9,370
iShares Wld ex Switz SC Eq CH X0 N CHF 8,604

Are we involved in this ???

152m Tender contract by DHSC - (awarded TODAY)

Provision of Services to Support the UK Covid-19 Testing Strategy

Contract Award Notice
by DEPARTMENT OF HEALTH AND SOCIAL CARE

https://bidstats.uk/tenders/2020/W51/740884865

A promising Australian candidate for a coronavirus vaccine has been abandoned after trial participants returned false HIV positive results.

Australia had previously agreed to buy 51 million doses of the vaccine being developed by Australian firm CSL and the University of Queensland (UQ).

https://www.bbc.co.uk/news/world-australia-55269381

Did you notice that most of the Nurse's administering the first Vaccines didn't wear gloves?

Also the delivery drivers unloading the boxes of Vaccine supplies.

Only the Doctors who had to take them out of the freezers as too cold to handle.

Testing could be here for some time!!!

Interesting: Same day that this fund goes Short (0.60%), Blackrock goes Long x6. (3.6%)

Wonder who is Sleeping the better?

Yes, all thank you for the guidance

Full Year Trading and Operational Update was 28th Jan, so expecting same again next year.

I'm seeing: Final Results - 14 May 2021 (same day/month) as this year.

Hopefully i'm wrong and we don't have to wait another 5/6 months. Perhaps some interims or unaudited figures will be published earlier?

Shaun P - any information in Bletchleys Financial Calendar?

You are overlooking the fact that Young people can catch this. Look at the Student problems after relaxing lockdown this summer. Apart from illness & (sadly) Death in some cases, now there's the education and study problems.

You should not forget what these older and elder people have gone through and sacrificed so you can have the freedoms you now enjoy, but have not earned.

ALL Lives Matter !!!

Launch of new private sector testing service
Novacyt, an international specialist in clinical diagnostics, announces the launch of a new service, known as VersaLab™, to support private sector testing of infectious diseases, initially focused on COVID-19.

Novacyt’s market leading position in COVID-19 polymerase chain reaction (PCR) testing has resulted in an increased customer base and an enhanced reputation for innovation and high performance of its products, enabling the Company to forge strong relationships with accredited testing laboratories and specialist private healthcare providers. VersaLab™
combines the expert technical and commercial know-how of this network, with Novacyt’s COVID-19 product portfolio and market intelligence, to offer private companies bespoke testing solutions.
The VersaLab™ service includes varying levels of PCR testing, depending on the customer’s requirements, to diagnose the presence of an active COVID-19 infection. The service also includes antibody testing to show previous infections of COVID-19.

- On-site COVID-19 testing using Novacyt’s rapid PCR q16 and q32 platforms

- Centrally managed COVID-19 PCR testing using a network of private laboratories across the UK, US and planned expansion in Europe.

- Fully managed on-site COVID-19 PCR testing.

- Centrally managed COVID-19 antibody testing using a network of private laboratories across the UK, US and planned
expansion in Europe.

Full details on Website link:
https://novacyt.com/wp-content/uploads/2020/11/Novacyt-Launch-of-VersaLab-FINAL-002.pdf

France SP currently down 9.5% - Why???