Member Info for Davde

Please do not start the Roche discussion its lab based so not a competitor to OBX poc test.

Bagpus you are being naughty. Elisa tests are very common for all types of tests as I am sure you know. Also the company you quote has not actually got one!

Bang on the nose, patience required.

Its beyond my tech ability! Google 5 pillars testing strategy it comes up dated 4 april.

We will find out in the next week or so how long the leisure sector will be supported for after the current June date. If not extended the whole sector will collapse quickly with significant job losses, so anticipate an extention for this sector at least. Govts around the world want a quick economic recovery so I remain positive it will be a V recession rather than a U or a L. We will see!

TC was a sore point for me!

Read 5 pillars doc if you need reassurance.

Two objectives for antiboby testing. 1 can be done at home, 2 build resilience in uk based diagnostic supply chain.

Some may find it useful to read the above published 4/4/20. From this you can see where ODX fits in, in particular antibodies and scaling up parts.

ODX poc test other lab test. POS is ODX usp.

Upomega completely agree the Covid activity brings forward revenues that ODX will be acheiving in 18 months or so through food detective sales to China in paricular and a further expansion of Cd4 tests above the provisional 0.5m tests to end of 2021. It could easily be generating £20m plus from these products so current valuation not overstated imv. GLA

These are surveillance tests to determine the level of prevalence in the population. These are being done in NHS labs. The level of accuracy is only suitable for this testing as it completely different from the tests ODX wil be providing.

RNS 20/4 PARA 5

Unvrkw let them do their own research it is getting tiresome to keep explaining. You doing good job by the way. GLA

Not ODX in my view unless they need capacity before their plant completed.

This is likely to be to do with incentive plan for BoD. They need to create them before they can allocate as per their performance achievement or not. It is effectively a tiny dilutio. This is my view and maybe incorrect!

Up hopefully when we get final results and Covid update, not long now!

Interesting his expertise is property estate and he knows north east well. Seems a clever chap and Brodies were top notch. More expansion into renewables maybe. GLA.

Good point re placing. They do need to update re Covid impact as soon as to reassure market, assuming positive SP will improve.

If this is approved they will lose any chance of getting a govt loan, slim as it is. To me the implication is they therefore do not need one! If they know that then they must have a fair idea cash burn and liquidity position which would be good to share!