Member Info for DRB83

Wba, you would think so wouldn't you. Knowing what skin the bod have in the game is fundamental to most investors decision making so it doesn't stack up why we don't know after 4 months what options and shares DA has been allotted. I wonder who on the bod decide what news is worthy of an RNS and how they are deciding it. I find it unfathomable that 4 months can pass with no investor affecting news when we have so many projects we are working on. Only 2 weeks to wait but the bod have really backed themselves into a corner now to the point where anything less than a monster RNS will be seen as failure.

PI100, my point was more about the wave coming, I do agree however that testing may look significantly different come the summer.

I do believe mass testing will cease and mega labs will be slowly decommissioned. This will make way for rapid POC PCR testing.

Pillar 2 testing will inevitably decline significantly but pillar 1 which is testing in care settings such as hospitals and care homes, patients as well as staff will remain and move to POC. Hopefully, our machines will help fill this requirement. We already have hundreds Insitu which helps. Our 10 min PCR test once developed may also serve this market extremely well.

I expect random sequencing will remain at borders and within just to keep an eye on mutations. Travel testing will probably be sporadic based on events globally.

Will it still be important to distinguish between covid and flu by next winter? I believe so, I wouldn't want to think I was going into hospital with Covid and being put next to someone with flu. Multiplex testing in winter will always be there imo.

Will the gov make a move to antibody testing before conducting booster jabs. I don't believe they do for flu but then again flu and it's antibodies are way more predictable than covid so antibody testing may come into its own at some point.

All of this is discounting a new variant. If another one comes we can only hope it is less severe still than Omicron which would really cement the scientists view that Covid is becoming endemic. If it evades vaccine immunity then the vulnerable will get another booster shot but other than that, nothing much would change. We would possibly want to monitor it (hopefully with our Escapeplex). If a new variant comes along that is opposite to Omicron so more severe but less transmissible then we really are in a different ball game. Less transmissible means it will hang around longer but we'll be able to manage it easier and therefore carry on living with it. More severe means more important you don't catch it meaning way more testing.

Ncyt will imo have their own thoughts on how the pandemic will transition into endemic and if it is similar to what I have laid out above then hopefully they will be preparing to shift focus heavily to post covid revenues whilst maintaining some focus on key covid areas such as 10 min PCR test Inc Winterplex and saliva based tests.

PI100, I think the potential for a new wave in summer is based on natural immunity from this wave and booster immunity significantly waning by then. Vaccines don't stop you catching covid so how can we stop it coming back? It's certainly not seasonal, look at Australia who are in the peak of summer.

That's the logic of why there could be a summer wave. What is your logic then for the contrary?

Rather than just make a one line statement Dribbles I actually went into explain WHY I have that opinion. Unfortunately, you read the first sentence and cast your judgement. Nothing changed then Dribbles.

Cases falling is artificial imo. Should be measured on positivity rate. Before Omicron the target set by WHO was 5%. Obviously, the speed of Omicron meant this target would never sustainable. At the peak of cases the positivity rate in the UK reached 32% from memory. Recent figures show it has 24%. Is the drop a result of less Omicron flying around? I don't believe so. This week the government moved away from confirmatory PCR tests for asymptomatic positive LFT cases. Now, most of those PCR tests would have come back as positive had they been conducted. So what has effectively happened is that the gov have removed a ton of tests of which a significant large proportion, say 99% would have been positive. This significantly reduces the positivity rate. The actual positivity rate is likely to be in the 40-50's.

A more important measure to watch is hospitalisations which for some reason that I can't quite seem to fathom is stabilising despite Omicron still being as if not more prevalent now than it was 2 weeks ago. Admissions have been flat for a while so more people must be being discharged quicker all of a sudden. Another positive measure is ICU numbers have never been impacted by Omicron yet although deaths have doubled since pre Christmas. Something else that I quite seem to fathom.

Yes, a lot on here focus 100% on the SP and what it means to ncyt. Well, it means absolutely squat to ncyt. The only concern to LTH'S is are we selling what we would expect to be selling during ATH infectious pandemic. We don't know but the likelihood is yes.

For the few on here naive enough to think ncyt covid sales will drop off a cliff suddenly this year. Whilst testing requirements may decline in an endemic UK, the Pandemic will rage on for years to come imo. About 39% of our total sales are UK. 61% ROTW. The aim will be, as the UK share reduces the ROTW more than offsets it so overall revenue isn't affected. A partnership with Tata and the likes should be reassuring here.

Also, are ncyt capable of sustaining its supply to the global pandemic demand whilst focusing on growing it's other Transplant, other infectious diseases revenue channels? That is the question for me. Hopefully they'll answer this in less than 2 weeks.

BBC News - Endemic Covid: Is the pandemic entering its endgame?
https://www.bbc.co.uk/news/health-59970281

Agree with that

We know results are out last week of January Ken which no one knows what that will mean. By then, I expect current trends won't mean too much. A positively informative outlook and the down trend from April that we recently slipped back into will be history, close by resistance lines and ema's will get smashed through and new trends will start to form. I should imagine there are a lot of buyers on the sidelines just waiting for the 'what's the post covid plan' news.

Having said that, if we get a 'oh it's difficult to forecast too far ahead still so we're playing out cards close to our chest' then depending on where the SP is we could see a temporary retest of 220 which would present an absolute bargain again for investors. 100's is unimaginable knowing what we know but then again I thought 220 was. Everything is currently pinned on the update. Which way will she go.

Always good to see new recruits in foreign markets. Good finds Neil

It was £138m at H1 due to the loss we reported. I think we have about £90-100m tied up in the DHSC dispute so a resolution to that would release an upside.

Profit from H2 I expect to be about £20m so I expect Equity to be at least £160m assuming they don't unveil any other unfavorable accounting treatments.

Still perplexed how they removed the £41m of sales from Q1 this year but didn't do the same with the Q4 revenue from FY20. To me that is 2 different methods of treating the same disputes funds. Hopefully, they'll have some news that will allow them to change the accounting treatment under IFRS15. Let's see.

The outlook section is the most anticipated of all sections in my book.

Technically, everything has changed on the charts. They were bullish 2 weeks ago but the buyers dried up, it failed at the 200ema and none of the supports could hold it. Next support I have is 280.

Fundamentally, we can only assume that ncyt are stronger than ever in a growing industry and the underlying value of the business continues to grow daily.

Simples

AGM too far away. By then the picture could be completely different and we could all be idolising DA.

Very poor form to blame others for your actions. You and only you push the button. You don't know these people and have never seen them yet apparently you let them influence your decision and then blame them when it goes against you.

Just checked back several months and can't see a day where we've had less volume of shares traded than today. In the UK.

Appetite certainly not there, but the upside is that that also means no one wanting to sell either. Good news in 2 weeks and I can only see this bouncing hard and high.

Technically, assuming results are in line with guidance and nothing else has happened then they don't have to update us until June, which is when the FY21 Auditored accounts are due. Correct me if I'm wrong

3.2m daily infections recorded yesterday globally. With a positivity rate of say 20% that's 16m tests per day or 480m tests per month. Countries still running out. I think we should be selling everything we can make for the next few months at least.

Pretty sure I read so where that following a study 1 in 3 people are still infectious after 5 days. They've decided to change self isolation to 5 days. In trying to find the balance between health and economy it feels like the pendulum is now swinging heavily in favour of economy. We know what that will ultimately lead to. **** loads more testing but unfortunately a lot more unnecessary deaths.

Covid self-isolation in England being cut to five full days from Monday
The period of self-isolation for those who test positive is being reduced to five full days in England from Monday, health secretary Sajid Javid has announced.

He didn't think it was a party though. Lol.

He went outside and saw 100 people, drinking, laughing, no pens and paper anywhere, lovely nibbles on the side. And thought 'great committment team'.

They must always be holding huge work meetings in the garden at No.10. Even after 25 mins of thanking everyone he still didn't catch on. Surely if he had known he would have sent them all packing. This is our leader, staring us dead in the eye and lieing to us, shirking all responsibility.

This all happened in his back garden and he knew nothing about it. Lol. I would be ****ed that I didn't get an invite.

The time for Boris to go is well in the rear view mirror.

A person's ethics and morals can only be tested so much. Could be a very significant statement he has made.