focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
So it seems this is the institute in Cambridge that does all the genomic sequencing. Not as quick as a test ie SNPSig or VARIPLEX. The PCR samples have to be sent here for processing.
Interestingly they are in a partnership with AZN and you can contact them if you want to collaborate with them or have a patent.
https://www.sanger.ac.uk/
After such a crap few weeks I’m starting to visualise the potential upsides again.
In an ideal world the best thing for NCYT will be a 2-4 year contract. Especially as S Pea**** says variant testing will be required for at least 10 years.
4 months was worth £406mil. What would 2-4 years be worth..... £1-2bil. £500mil revenue per year before you factor in private sales or other countries. If we can nail a long term contract the PE issue will be marginally resolved and the SP will re-rate to a price above what any of us hope for.
The government seem more concerned about variants than anything else, mainly because they know if it evades the vaccine we’re fu*ked and may need another lockdown (will look terrible for Bojo). They also want to invest in British companies, of which I don’t know any as well placed as NCYT.
This is my gold plated forecast and I sincerely hope I’m right.
Not if we have some news, which I hope we do but I’m not confident.
It just seems fairly pointless NOVATALK going ahead if they don’t focus on NCYT and the future. If there’s no news before Friday it will be a huge anticlimax like the share talk interview.
Spinnaker, as I previously said, there will be 2 points that you’re not infectious. Shortly after you’ve been infected and shortly after you’ve been contagious and are getting over the infection. Unless you can differentiate between the 2 then that’s only a 50% effective solution.
Wbernard, that being the cut off is great if you get tested when you’re getting over COVID and becoming less infectious. However what if someone has just caught COVID, it’s slowly replicating inside someone, they get tested, get the all clear as there are minimum levels of the virus. 2-3 days later they become more infectious whilst thinking they are all clear.
What I’m really intrigued about is when VARIPLEX is forecast to be released. Ultimately SNPsig is a great product, however only having to complete one test for all variants will be much simpler. Maybe they will be negotiating the terms of the contract, whilst showing initial VARIPLEX data, which will take over from SNPsig once released.
Wilson I think a lot of the IG accounts will be short judging by the trend and price action. The institutions are short by 1%, PIs can’t short in an isa so will be using IG etc.
As far as I’m concerned when they close out it will be good for the SP.
Below are the criteria being drawn up by Oxford to enable vaccine passports. As it stands the criteria hasn’t been met.
The 12 criteria drawn up by the panel of experts are that a passport should:
Meet benchmarks for COVID-19 immunity;
Accommodate differences between vaccines in their efficacy, and changes in vaccine efficacy against emerging variants;
Be internationally standardised
Have verifiable credentials;
Have defined uses;
Be based on a platform of interoperable technologies;
Be secure for personal data;
Be portable;
Be affordable to individuals and governments;
Meet legal standards;
Meet ethical standards;
Have conditions of use that are understood and accepted by the passport holders.
A scientist said on the news this morning that if the government put all their faith in the vaccine roll out stopping the virus then we’ll be back in lockdowns before we know it. They said if they don’t continue with test and trace and genomic sequencing then they’re being very foolish and short sighted.
Troublesome, I recall the MHRA didn’t approve LFT for use in schools originally. I believe this was one of the factors for delaying the reopening of schools.
Interesting how the narrative has now changed with the DHSC saying they don’t need approval.
I don’t know if anyone recalls the study that was done (can’t remember which country, think Scandinavia) that showed the viral load in children was much lower than adults even at the peak. This means they are even less likely to work in schools.
IMO they should be trialled with children to confirm how many cases they miss before roll out. Obviously that will never happen as the results would be embarrassing.
A viral load starts off small before it starts to replicate as you become infected.
A test only shows you aren’t infected a that point in time.
The talk of LFT showing whether you’re contagious is just them justifying inaccuracies. During a long haul flight the virus will continue to replicate itself making you more infectious over time. I can’t ever see them being used for flying especially when the likes of the USA refuse to use them.