Member Info for Davde

Odx - AB test Elisa blood, CE Done, Senegal order more to come from low/ mid income countries.

RTC - AB test LF blood, Await PHE approval. Sales end Aug, production 200K a week from Oct.

Odx/ Mol AB test LF blood, CE Aug. Sales Sept. Market same as Elisa.

Odx/Mol AG test Elisa saliva. CE Sept, sales Oct/Nov.

Odx/Mol AG test LF saliva. CE Nov, sales Jan/Feb. Market for antigens likely to low/mid income countries.

Summary of timelines for product developments lest we forget.

When they sell it we will get an RNS and perhaps an update re rest. As ever PMG requires patience! GLA

Robs12 To me it looks like they are selling the bit with the planning permission for 2 turbines, its in the blurb. This is the part that is confusing me, sure there is a rational reason for doing so, just want to understand what it is. Re Longboat not sure they have the capital to invest in Perth but maybe wrong.

SOTB not trying to ramp or deramp just wanting clarity. I have traded it a few time though but not at present. Been in PMG since 2014 and have a modest holding.

SOTB sorry being a bit thick here, I can see rationale for buying it in first place, still not clear why selling, presumably because its not feasible, this is the bit I am not clear on, planning for 2 albeit small turbines and one next door there must be a reason. Anyway sure it will all become clear in time.

An update re land feasibilty for renewables would be welcome. Firstly to let us know why the land being sold is not viable for renewables (it begs question why bought in first place if of no use otherwise!). Secondly progress with remaining land and it's feasibility for renewables, appreciate Covid may have delayed progress but we are nearly a year since purchase. I personally think selling the Tipperty farm would have warrented an RNS as it's not an unsubstantial asset and more importantly what they plan to do with income, e.g. pay off bank loan associated with origional purchase. Pleased with todays SP uplift long may it continue. GLA

You can only get the true picture re longevity and effectiveness of antibodies after people have had the virus and been tested many times over a sustained period. It is very likely this virus will produce antibodies as others do, but we await formal evidence to confirm. The other thing is ODX are also going to produce antigen tests as well so not reliant on antibodies test
They also have the CD4 and food divisions so risks are mitigated to some extent.

"To improve human health and well-being through innovative diagnostic tests and global partnerships" The reason I originally invested in ODX GLA

Up we discussed previously, all Covid has done is propel ODX to where they would have been in a couple of years with CD 4 and food side. 30% ish of the issue was earmarked for future products and enhancing existing. They are looking to future post covid. The Poc diagnostics business is set to grow significantly in the coming years and ODX has the opportunity to become a major specialist player in this area and will do good for all stakeholders.

Very pleased with SP movement, at last movement. Less pleased with spread seems large to me presumably down to liquidity, still think TST should announce dividend policy for when they are able to pay one. Its a way of enticing more interest in this undervalued share.

Looks like we have had the quietist trading day since before the RTC announcement. Everyone awaiting the forthcoming news stream, soon I hope but patience required.

Rid maybe its poverty, that affects all poor people regardless of their ethnicity. Your post is verging on racist please comment on Odx not your perception of the world.

If the major diagnostic companies wanted into this market they would just start their own division. The Roches/Abbots business model is based on selling closed sytems to healthcare providers i.e. you get analyser and consumables together you have to buy whole package. That way you makes lots. The POC market is limited in comparison although growing fast. Its not impossible but unlikely !

I have been impressed by RTN's fleet of foot so far. They were quick off the mark re Chiquitos and have been more radical (brought forward) re F&B than planned. There will be a lot less demand to start with when they open up but there will also be a lot less supply. They have assessed the position and reacted accordingly. Hopefully bodes well but we will see this has a bit to run yet!

It is confusing we saw earlier Genesis diagnotics owned by Odx who don't trade and no RNS as I would view as significant. Hope I talking about same thing!

Black sausage is a familar sounds name from last night! Any relation.

Alwayznow yes looked up genesis diagnostics and they are wholley owned by ODX. Still not sure why no RNS but appears to be good news. Just confused why genesis is even mentioned ad they did not trade last year. Maybe hisorical reasons anyway apologies for red herring.

Hate to be a wet blanket but do not think this is our Odx. If it was sure an RNS would be out. This maybe the legacy business they sold sometime ago. Happy to be corrected by someone more knowledgeable.

Urk I too would like to see lateral flow antigen done sooner. On C4 tonight Jeremy Hunt was advocating weekly testing of key Nhs and care sector workers at least and was sort of advocating universal testing as the only way to keep on top of it, think he meant in areas that flare up, a POC test would be ideal.

Certainly good news re cash, orders and profitability. Maybe get a bit of an uplift in SP in coming months. I live in hope!