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dPCR update before Friday... Sales will likely come at the same time... you would not want to be out of this given news due.
Agree Anders...
I saw the large ones after the close.. certainly feels MM holding it back. We should get another good start today though..
If you read my previous posts I am anything but a de tamper.. that actually make a me smile.
What is does show is the over reaction by some to a genuine question .. I believe the SP should be way ahead of £5 at present .. and believe it will be by the end of this week... in looking back through the RNS and impact on the SP .. I was surprised at the 15/4 RNS and SP impact... no ramping or de ramping ... merely stating a fact and wanting to understand what I may have missed.
Thanks now the less to OM and PS68.
Cheers
Ted
Looking at the early orders there looks a decent chance of a start of over €5
Buys are showing 5:1 and volume showing 14:1..
Some great work by people on here VanV in particular with Peston ... great articles in Daily Mail and Times today too... still a big week ahead on news and developments
GLA
France shows indicative start from c6.30
https://live.euronext.com/en/product/equities/FR0010397232-ALXP
Have you looked at the RNS releases and the subsequent impact on SP??
Something very wrong!
Look at RNS in 15th April .. the information and developments in there.. the SP went backwards!!
Compare that yesterday with ODX news and developments over the weekend.. increased 60%... clearly the SP has travelled a very long way... however something is starting to feel not quite right about the SP progression based on the information....IMO
Thoughts?
Silkman
On the back of those trades after the close..I wouldn't want to be in your short this week...or next for that matter!
you reap what you sew Sandman!
Van outstanding work...well done and thank you!..genuinely great work.
Re the lack of profile in comparison to AstZ and GSK...clearly they are both receiving incredible global recognition...my curiosity sat at what was GSK's involvement in the arrangement? ...also perhaps the larger companies have given their expertise pro bono..in return for the recognition...whereas Nova clearly could not?
Keep up the sterling work!
Thanks
Ted
wrong thread apologies!
In all the threads and feeds I may have missed GSK's involvement in the partnership...ASTZ assist with sourcing the chemical globally...what exactly did GSK bring to the mix? I have not read any PR from GSK ..whereas ASTZ have been on the front foot?
Happy to be shot down, i just don't remember?
Cheers
Ted
RNS tomorrow on french Gov order perhaps?
https://www.fishersci.be/shop/products/16680172/16680172
Approx £12 per test
Sharehunter..
Last sales update was today!!.. 8m capacity.. per month.. 1m filled...15% uplift
Confirm other 7m capacity is filled... 80+% uplift to c£7... Confirm capacity uplift through dPCR & Lamp and new manufacturing OEM... pick a number.
DYOR
Ahh... apologies Florida.
Florida...86% growth not enough???
With a patent expected and the deal with Novacyt to monetise... ??
An RNS expected in the next 9 days there and you will sell... we clearly will follow their news...strange
Guys the only people tomorrow’s SP matters to are the shorters... giving them bandwidth is entirely a waste of air...we all know that come Friday we will be close to £1~ £130 therefore tomorrow’s price be that £1.10 or 80 p is irrelevant... do not waver... incoming update will blow them away until they find another source.
Aussie Ridge..
No straight reflection of the comments by RAAB in his various interviews this morning.
He poured cold water and couldn’t have distanced himself more from the apparent Daily Mail article re 50m order...clearly ODX.
He shifted deliberately to treatment if the virus symptoms and testing as the way back to work.. therefore clearly short term.
My interpretation
There will be a drug breakthrough announced in the coming days... as there appears a degree of momentum around the end of this lockdown... mid may ish...
Testing to confirm and then proactive treatment with drugs to suppress symptoms / reduce immune impact.. less mortality to help lessen the current position.
Re watch in Marr / Sophie Ridge and take your own view... this is mine.
GLA...
Raab just distances the Gov from antibody testing, shifted to treatment and testing for virus.
Concerns around accuracy, antibodies not certain of reinfection, ... “treatments if symptoms will get people back to work”
Shift away from ODX in short term... and avoided 50m order confirmation stating the above as to why
Raab just distanced Gov from this
A) accuracy a concern
B) antibody not proven to prevent reinfection
C) drug treatments and testing generally will get people back to work
Above are the key elements from his TV interviews on Sunday morning.
Is talking about drug treatments along with testing. The treatment at suppressing the impact/ effects will help get people back to work.
Seems like a distinct shift.. when pushed about antibody testing, he seemed cautious around accuracy of test and also that antibodies might not prevent reinfection. Treatment therefore appears more of an immediate focus.
Interesting shift... drifted from the apparent DM article that 50 antibody tests had been ordered