Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Bob is a complete Liar.
He claimed to have fully sold out in the 30's before it dropped to 20's
Then claimed the day the Aldebaron news came that he was gutted he had sold - as it soared to high 40's....
He's been bearish since and not bought back in..
Tweet is here - https://twitter.com/Bobbadbig/status/1407004591015829504?s=20
He claims not to be obsessed but keeps visiting on a share he said he won't reinvest in
Aaqua now added to https://candyventures.lu/portfolio/
Couldn’t agree more. How anyone can view today’s announcement with mixed feelings is beyond me
You do realise as of today’s announcement Akers has more shares than he did yesterday?
The focus is not why Akers sold some of his excercised shares but who he sold them to..
Okehurst - are there calcs that give 200pg/ml for Mologic? I've not seen that figure anywhere...
Documentation I saw re innova was 400pg/ml
Interesting they also ditched saliva... Think it's very likely that Saliva numbers weren't coming back good enough and so BBI have made us a completely different test. The saliva test may not be over but its certainly not the current focus and Cytiva haven't been mentioned once in relation to the Nasal test. Not once...
Mologic are probably very close to the stage Avacta are at (and maybe we will be neck and neck by the time they do tech transfer to odx which will likely take 1 month).
A 28 person study won't take long and CE mark can be completed quickly after this. I imagine that Our clinical study for validation will include over 100 people, but still shouldn't take too long.
For those that think my post above is a deramp - I’m buy_buy_bye on Twitter and have supported Avacta and will continue to for some time yet although a little disappointed with how the progress with the LFT and BAMS has been slow. I still see the great opportunity for affimers and the covid offerings. I think by next spring we will have a home test with government support to manufacture. Hopefully in February a validated professional use test. BAMS validation in January with order from gov is my prediction.
Yesterday was again more 3rd party confirmation of the quality of the affimer platform.
I believe the saliva test will never see the light of day. It probably reached the stage of trialing with patient samples and wasn’t delivering the goods or Cytiva have made a test that isn’t scalable.
Either way the nasal test is clearly now the focus which doesn’t bother me in the slightest. Front nasal/nostril can do everything a saliva test can with minimum invasion.
Alistair has managed it the best he can. If he’d announced the failure of saliva test (IF my hunches are correct) / it would have crashed the price.
It’s clear Cytiva aren’t as great as they make out. Sona failed, we are still waiting and Aptamer group have yet to release a test.
My bad!
New tender today...
£101m for a Testing hub based in Southampton....
https://bidstats.uk/tenders/?q=national+mass+testing+method#740622335-740491581-46
The keyword for this tender "National mass testing method" only brings up one other item - The Mass Spec Pilot...
https://bidstats.uk/tenders/?q=national+mass+testing+method
The specificity just wasn’t good enough...
I personally think today’s announced test is a completely new test developed with BBI - nothing to do with Cytiva.
There was no mention of them at all in interviews or RNS.
The Saliva test will continue to be developed.
As bbi has helped make this test we don’t need tech transfer as such and so it will just be a design freeze type moment.
Ultimately what’s the difference between anterior swab and saliva in practical terms? Point for point anterior swab is probably superior - especially if it has better sensitivity
The BAMS machine in the Picthre is the Waters xevo tq xs I think
Love how you decide to have a go at me (tea boy) for “enabling” this hoax.
I found someone on Twitter that looked connected to the pilots and asked some questions. He had NIHR as followers, many nurses in the programme / right areas...
I had a conversation for myself, and was provided with answers that seemed almost too good to be true. However there was some small details you wouldn’t find in public domain.
I didn’t retweet any replies or #AVCT everywhere.
Sadly some did.
NOBODY should invest based on a twitter conversation and it certainly won’t be making me invest any more or less. I won’t be changing my strategy.
If everyone put in as much effort into their own research, as complaining about others - likely this place would be a much better resource.
I have a feeling that tomorrow validation is about making the validation results from the lft’s that have been ordered public? There have been many questions about the quality of these tests from media etc.
I haven’t heard anyone that thinks Liverpool is avacta. We know where we’re up to and quietly confident that our U.K. test will be the one they choose to scale up.
From what I’ve read it seems we may get more than one BAMS partner too. Not sure what the split would be with adeptrix. We just supply the affimers for BAMS I believe and much of the test IP is theirs?
BAMS is a useful tool but it’s not a game changer. You can understand why they prioritised lamp etc over BAMS. Condor has such a limited budget.
Poc or near person testing was higher priority. It is what it is. Should be validated soon.
LFT will be a different story and Al won’t allow delays in validation when it’s finally time.
Condor were originally going to validate but were taking too long...
So we hired a company to validate - which indicates that validation will come before they finish...
According to Q&A - #AVCT have now also put in place its own clinical and commercial collaborations, to evaluate and clinically validate the BAMS laboratory assay for CE marking as a professional use diagnostic test.
CE mark and validation not dependent on this study
https://twitter.com/buy_buy_bye/status/1323387545435148288?s=20