Member Info for DRB83

Dribbles posts a science article which states 'Omicron MAY be less severe than Delta'

Dribbles interpretation is 'Its a cold, Pandemic is over'. Completely ignores the bit that says 'it evades vaccine immunity and is way more transmissible and could result in the NHS being overrun.

A few weeks later,
cases go through roof
Hospitalisations go through the roof
Hospitals hitting the crisis button
Higher deaths than we ever saw with Delta.

Dribbles, the scenario that we (not you) were all weary of is currently unfolding. Time to accept you were wrong and move on, but you won't.

Dribbles, you may post facts but your interpretation of said facts is questionable and very misleading most of the time. With all figures now going skyward, you have been proven wrong on all claims that Omicron is mild and just a cold.

If we get a boost into the 4's and can maintain it for a couple of weeks then I believe the golden cross is on. Need that boost though as we tested the 200ema several times recently and couldn't hold above it. Results may be that boost so at some point in Feb the Golden Cross may come. Apparently, it has the tendency to act as a bit of a spring board for the sp. Let's see

11 more sessions and we'll have our update. A mega one with any luck.

Sonic, £120m cash expectation is too high. I put out a calculated range a bit ago of £92-£124m cash depending on sales in H2 and whether ncyt get the tax refunds back.

However, thinking more about it. I actually would like ncyt to report less. I want to see them using the cash and investing in things like the US operation, R&D, S&D. What good is it growing an already huge cash pile when we could be using it to grow our sales and ultimately our bottom line. Therefore, don't be alarmed if we end up with £80m-90m cash.

Oh

Boris is turning this nation into a laughing stock. Shouldn't Labour and the rest of parliament be bringing them to task. Should've been out months ago. Death rate now doubled since before Xmas. I'd say act now but it's already too late. On his head be it. Not even confident anything will be done about it. What a corrupt farce we are in.

557k PCR tests conducted yesterday. When do the new testing changes come in?

First indication that the government are far from invincible. Let's see what comes of it.

https://www.theguardian.com/politics/2022/jan/12/use-of-vip-lane-to-award-covid-ppe-contracts-unlawful-high-court-rules

Rcdm, depends on what nuggets are included in the outlook and also we don't know if the next RNS will open the flood gates or not. Very risky to short Nova imo. Trade, ok. LTH, huge potential.

We've already had the discussion around demand for PCR testing. It's at its highest ever. Government did a similar thing last year when demand gets so high they can't cope so have to reign it in so supply can keep up. Come March PCR for everyone will be back in. I even expect at some point it will be required at most if not all borders. Pandemic to endemic is a gradual process. We are currently seeing all time high infections so logic says that the majority of 2022 if not all will be under a pandemic status.

Also, is it really possible to classify covid as a endemic in the UK whilst it's still raging in the rest of the world. Very short sighted. We'll wait on results but £100m just might be doable in 2022 just from Covid alone. Then add on your 20+ of new tests coming in 2022. Just have to ride out the waves of uncertainty. The market wants rid of covid and is prepared to bury its head in the sand to achieve it. Not sure it works like that though.

Careful Shell, you actually sounded pro ncyt there.

The only reason why ncyt would currently care about the SP is if they were looking to use shares to acquire another business. I would expect the bod to want to increase to fair value to ensure both the shares are appealing to the business being acquired and second that ncyt themselves arn't losing out. The fact that they aren't stepping into to address the SP suggests to me that M&A is not currently on their agenda.

Why would ncyt benefit from a low SP? Well not so much ncyt but the bod themselves would benefit if the SP is low before the issuance of performance shares and options. Not heard anything about DA's shares yet. Just saying.

If that is the case Hans then Pfizer don't share the same logic. More than happy to tell the world about their billions from vaccines.

There's 2 parts to a profit warning.

1. It warns you that something could happen in the future.
2. For it to be a warning it must be worse than expected. Ncyt didn't set any guidance in FY20.

What you are referring to is that the market got carried away with itself and investors were assuming £400-500m revenue. Ncyt never said this. Ncyt didn't issue a profit warning.

Patience is a virtue we don't all possess

They didn't issue a profit warning

Me too Kaeren. Happy for the news to be spread out over months so we can really feel the full effect on the SP. If DA delivers a truck load in one RNS I feel it will be forgotten about after a few weeks. Slow and steady wins the race on AIM imo

Plenty of news to come here including 20+ new products in next 12 months. Most non covid. That's almost 2 per month. Who said they didn't have a strategy. They do, they just haven't divulged the detail yet. Could it be in 2 weeks.

Thought it might be worth revisiting the piece Ajan did in September. I like the bit below. Lots to look forward to.

“For the moment, our focus is on COVID-19 and coping with the next wave, and we remain fully committed to helping healthcare provides deal with the pandemic,” says Ajan. “But we are also addressing other areas of high unmet need – building on our respiratory expertise – including flu, invasive fungal disease and the transplant sector. If you look at our product development pipeline, we’re planning 26 new tests by the end of 2022, and most will be in the post (non) COVID-19 portfolio.

https://www.openaccessgovernment.org/clinical-diagnostics-revolution-set-to-boost-patient-outcomes/120635/