Member Info for GabrielOak

Anyone see this yesterday...good news for TRIN if they do

Finally Trin is going to move up

I got some, have a good weekend all.

I will sign off this positive bias chat now...but I would suggest that anyone who cares about the test and its implications on the near term share price should login and listen to this presentation very very carefully.

Lostin...so not a car crash then?

4 blokes! The head of product dev at cytiva, the DCN manufacturer, SONA CEO and head of products at AVCT...just 4 blokes.....yes!

Screech...yes I do ... hence listening in - did you listen?

The test is not imminent.

It will be "too little, too late".

This now needs to be assessed minus the test. No wonder Myles has been saying don't look at the Covid test, look at the BAMS...

They company need to man up, grasp the nettle and come out with it...small problem is the second tranche of the placing...

This management has not been straight...

Lostin...could not agree more. That was appalling and I am not deramping...the presentation did ALL the work of ANY deramper

It was cogent, easy to understand and the DCN guy was great at explaining things without any fear around shareholders listening...

Myles, "hard to see how this presentation would be anything other than triumphal...." what a crock of shiiite!

NONE NONE NONE

There is NOTHING POSITIVE to take from this presentation that is wrapping up other than the fact that everyone is trying to pull together...I think a fair summary of what I am hearing is that it is unlikely that AVCT will have a test any time soon (possibly, if ever) for the following reasons:

Timing is a big challenge
AVCT guy quoted 18-24 months as usual (in contrast with 1 year from AS)
In trying to go faster - the risks increase of developing a poor test
Regulatory issues are significant
Supply chain is an issue / stretched
Skillset is lacking in the industry
Research is minimal as this is new
Everyone is calling on the groups that can provide and it is a bottleneck
The virus is new and therefore it is a significant moving target (50 papers a week on evolution)

This has not been a talk about solutions...this has been a talk about problems...and there are a LOT.

AVCT should not be valued around this test...it is looking increasingly problematic to develop.

Because the share is full of hot money expecting the test.

Anyone wanting to reassess the assumption that next week’s panel with cytiva and sona about how hard the test is to manufacture has any hint of triumphalism about it?

I think it is going to be just that...a panel to let the retail shareholders down nice and gently.

Question is, how long has the company known? 120 p could start to look clever and possibly fraudulent

Did you mistake the charmer's absence as abandonment when in fact he was just having a ciggy outside on the balcony?

;-)

Jiz...if you say so....

Volcano, If you can "finesse" when to put news out...then Wednesday would make a lot of sense...

Moderna?

DS - I oscillate between agreeing with you and then trying to think of what value you put on a company that knows how to be frugal (knows the value of a £) and has advanced its tech in the way that it has while "capital constrained"...(!)

What does a company like that do with £45 mln in the bank!!

Sirius...I think the AVCT upside is CONSIDERABLE from here...regardless of the test being a success or failure. With the money raised, the company is primed to move forward...In many ways, it would be good to see the market move past this element (as Myles is clearly doing) to look at the bigger story that has now evolved (a company that has raised a huge sum with minimal dilution).

If the test is a positive then it will be assessed against 80% sensitivity and 100% specificity...anything that shows sensitivity >80% is a jump up in the share price.

A delay, more iterating needed, test doesn't work to the overall accuracy we need and the shares drop below the placing price...

Market is supper jittery because it is so damned binary!