Member Info for Ghia

B2HS2L - This is the approach another manufacturer has taken to detect swabbing issues. Would have thought something similar from Primer would be sensible, if looking to deploy the test widely not using experienced clinicians.

"The PCR test looks for 3 distinct signals in each sample (i) a positive or negative COVID19 signal based off E and N genes, (ii) an internal control signal to tell you that the PCR reaction has worked and (iii) an human “RNaseP” signal that tells you there is human DNA in the sample. Ideally, you get all 3 amplifying in a positive case. If you get no COVID signal and also get no RNaseP signal, good chance it’s not the best sample, or no sample at all."

B2H2SL - Thanks for posting that. I think I personally have misunderstood the multiple gene target science and have joined the dots between the French decision and human error during swabbing.

That article seems to suggest the French government decision is questionable.

But I guess my question still stands will Primer add additional checks in their test to identify where Human Error May have given a false negative.

This appears to be Possible looking at other PCR tests.

Blessed - Where did you get that information from please.

Also I’m wondering if some of those are just broker nominee accounts for PI’s.

Share plc for instance is probably where my shares exist.

Has there been any comment from the company on whether they will adapt their test design in light of the rejection from the French Government?

It's clear that the weakness in the PCR process is the accuracy of the sample collection, if we envisage this being used in a mobile setting or home delivery swabs etc. we will have to build in controls to detect where false negatives are because of poor sample quality.

The 30% failed test number being thrown around in the media could very well apply to primer design tests, not because the test itself is bad but the swab collection is inadequate.

There are other PCR tests entering the market that have in built controls to trap sample collection errors I think we would be wise to follow suit or risk falling behind.

Hi Seb24 - I'll address those points in reverse order.

Confidence in the company most certainly. To date they have delivered on everything they have promised and I have found their communication to be frank honest and to the point.

Highlights for me
- Speed in which they identified the Covid Oppourtunity and aligned their operations to take full advantage
- Data driven approach, no compromise is being made on trial design to rush data to the market this pay dividends for us all
- Similar to point 1 they have turned around a trial process that has taken years for COPD into a matter of months for Covid
- Tom Wilkinson link and trial design being used as government blue print
- Manufacturing and supply chain discussions behind closed doors they are anticipating the demand on success
- First mover advantage on novel Home Trial Design in tune with the virus's trajectory out of hospitals into care home settings.
- Early COPD readout, 15 years in the making and we will have 3 trial readouts in quick succession. All because of some excellent focus in the last 3-4 months.

Low Lights
- Small anticipated delay in Hospital Trial Readout (We should cut them some slack here)
- Quality of investors brought in on the fundraiser (again their broker is as much to blame for this and i'd rather they had the money than extra delay or a bigger discount.)

To address the share price movement and background goings on, I simply cannot explain it currently. For a time it was fairly obvious we had large selling suppressing the share price and regular TR1's from those disposing.

But the last few weeks has been very strange until we receive further detail via RNS we are all stabbing in the dark. It can't continue for ever.

Probably delayed congratulations for filling the hospital trial.

It's only been 1 week since the confirmation RNS so I doubt it's indication that the dosing has finished for all patients.

And I very much doubt we have filled the at Home Trial.

Scart - Correct me if i'm wrong but that very reason is why the NCYT test has been excluded from use by the French government despite primer being a French company. Bodes well for GDR having these controls in their test by design.

Make hay whilst the sun shines!

Impeccable timing of the raise, maxed out the amount of cash whilst limiting dilution.

However I feel this raise was less about Covid related operations and more about ensuring they are cashed up to see their main objectives ref cancer through to conclusion which is several years away.

Covid is a short term “distraction” that may or may not pay off it’s certainly had the benefit of highlighting the affirmer tech.

Goose - I have a bottle of single malt left to me by my late father in law. Expecting our first child in a few months so that combined potential success with Synairgen seems like a fitting time to have a sample and toast his memory.

So I like to view it as everyday is one day closer to the malt!

Nolupus - I think everyone is having a bit of a breather, should get a bit more interesting in a couple of weeks.

bluetiger - I don't disagree it is definitely about the run rate, come year end NCYT should be sitting on a pile of cash.

What is not clear yet is how will the virus play out over the next few years is this something that will be seasonal here like the flu? Will we have to learn to live with it.

I think to achieve the £10's share prices being talked about there needs to be some visibility on pipeline of future products, and understanding of how the Covid test may play out on a yearly basis.

The share price deserves to be North of here value will build over time.

Can anyone find a list of what we are voting on in the AGM?

I'm trying to work out if I want to proxy vote or not.

Takenorisk - As the 5th largest shareholder they are probably right to be ****ed off.

As a small PI we are probably not.

Lansdowne where a significant holder prior to the placing so their Pre Emptive rights where upheld in the placing.

persimmon - They are indeed making themselves look very foolish. IG isn't even accepting positions on SNG currently.

"Let’s not forget the major pharmaceuticals lining up to see the results. " Socially distanced I hope...

Sorry Goose - Just one of those days up all night supporting colleagues in China over video call, my patience is a little thin to say the least.

Sorry *buy* and *0.45* but you get the picture. We are not hear to provide investment advice. We are here to debate and research our holdings. If you do not hold move along.

Sandune - Why would anyone take advice from you let alone random people on boards. Most here purposely do not provide advice or buy sell recommendations.

You clearly do not and they do not age well Jan 19 by AAOG at 12p, current price 0.045p how has that holding worked out for you.

Uall - If its heading south and you are confident enough to short it why have you not completely sold out? All you are doing at the moment is hedging which is a strategy for if you have no idea on the short term outlook.

I hope you have a guaranteed stop on your short position it could get messy.

Looks like it's going to be one of those days. Covid Pump and Dump Sandune this company has been at this for 15 years all Covid has done is shorten the timelines to the end goal drastically, and perhaps widened the market for the drug application.