RE: What BBI do31 Aug 2020 14:37
In relation to the LFD, I believe there's a high probability that by the time we receive the S&S data that BBI will have produced a good quantity of launch stock ready for market (whether that be for consumers or the UK gov) and this update will also be contained within the same RNS. I'm personally expecting this next week, if not the following.
Futher to the above, we are still expecting to hear of other manufacturing partners. I would imagine (and I don't know for sure) that any compnaies in the CONDOR program will be bound by a non-disclosure agreement. To my mind this makes sense, because any leaks to the media of upcoming tests could be problematic if the tests were to subsequently fail. There's been so many problems to date, I can't imagine our Gov want the media setting any expectations to the public until solid data is available. I've tried to find some evidence that there could/would be an NDA in place and I haven't been able to find any, so this is just my own guess as it seems logical.
Therefore, I think it's entirely possible we could receive a bumper RNS containing:
1. S&S
2. Confirmation that initial batches have been produced
3. Other manufacturing partners
In relation to BAMS, as per the June RNS:
"We are now looking forward to testing the prototype BAMS assay with patient samples in the UK very soon, whilst Adeptrix does the same at a site in the US. This will keep us on track for launch of a product for professional use in the summer."
Whilst I believe this is currently beyond Avacta's control and Sir Al is not to blame, as of tomorrow we go into overdue territory based upon most peoples interpretation of "summer."
If I were to hazard a guess, I'm expected BAMS news wk1/wk2 September, with LFD news wk2/wk3 September.
I also maintain my opinion of the past few months that the big news may not land at 7am.
All my opinion, could be way off the mark. Don't take as fact.