Stephan Bernstein, CEO of GreenRoc, details the PFS results for the new graphite processing plant. Watch the video here.
Hi Milcait thanks for sharing, any idea of their specificity and sensitivity level?
Myles has posted his part three report, and you can find his anticipated price there. DYOR.
7th July?
My take on the webinar this evening is positive and exciting. This is not a sales pitch but a critical academic discussion. Coming from a similar academic background, I am too familiar with the discussion style used here. Scientists are blunt and driven by curiosity and pursuit for fact. They like to point out the technical bottlenecks and hurdles upfront, mainly out of their arrogance (might be a bit harsh) and confidence. By the look of it, these issues related to the two s's and supply chain shortage have been well-thought of, and might already solved.
David is reading here for sure!!!!
Great presentation imho!
Indeed! LLP, great to see the rationality and reason in the doom and gloom. The market is like a spoiled brat, wasn't happy to see the "wrong" RNS. This reminded me of the Medusa19 RNS, we were also down on the day, but bounced back quickly to 2 pounds next day. Market might need time to reflect on the news, be patient to see what tomorrow brings. GLA.
Well said CityOne!
I say 5th June! Of course based on sentiment of myself! Feeling bullish and good news just around the corner!
Tansu, I think at this stage, racing for vaccine is a political decision even unobtainable. Their vaccine seems highly unreliable because they have failed animal trial, I would doubt they come up with positive results from on-going human trial phrase. The Moderna and Chinese military vaccine are leading the game at the moment. I think my investment is safer here than AZN.
Tansu, have you heard that they failed the animal trial?
https://www.telegraph.co.uk/global-health/science-and-disease/doubts-oxford-vaccine-fails-stop-coronavirus-animal-trials/
https://www.who.int/news-room/commentaries/detail/advice-on-the-use-of-point-of-care-immunodiagnostic-tests-for-covid-19
To help those who think Roche antibody test is competition understand the situation better
@ab8dct @Ophidian Appreciated your comments on this. Cheers
Hi Ophidian, thank you for the reply, that makes sense to me. Do you think the use of deactivated virus would undermine the binding of Affimer? My logic is the characteristics of deactivated protein spikes might alter compared to active ones.
Hi ab8dct, thanks for the clarification.
Hi Ophidian, thank you for sharing the FDA document. By the look of it, we are targeting the required specificity of 100% and sensitivity of 95%, is it? And do you know whether active or deactivated virus used for validation? (Sona mentioned this in their latest RNS) And what is the implication for Avacta? Cheers.
Phantom, it seems the deactivated virus was used to validate the Sona test. I assume the active virus is a must-met standard and maybe this is why samples are required to be refrigerated in transit for PCR tests (?). But PCR test detects the RNA geno signature after the virus has been replicated multiple times.
The protein characteristics will certainly alter after heated as a common sense.
Another concern is: Will Affimer be able to detect the protein spike even the virus is deactivated? Or put it the other way: Will protein spike change after virus is heated/dead?
Suppose Avacta is also responsible for the validation process like Sona in this partnership, finding the right third-party validation company is critical to get the "right rate" to be pushed into the market .
Possibly because the test being successful has been priced in after the announcement of their previous RNS: the preorder and validation were announce back then. I perceive the ongoing-validation as a negative sign for Sona, as this process has been dragged for over a month now. They didn't mention the detail regarding LOD or sensitivity level, which raises red flag. Also their test being inactive to dead virus might indicate they have failed the validation (?), of course this is only my speculation. I would assume this is no issue for our Affimer test as Affimers bind even fractions of virus, i.e. separated protein spikes. My take on this is: Will AVCT be responsible for the validation and application for FDA approval, like Sona did? As we are both partners with Cytiva.