Member Info for HighFin1

Jesus all the negativity here...

Lets wait and see what this year will bring for ncyt. If they dont deliver in 2025 then yes it will become problematic.

Until that time, Let them finish their cost cutting and dont forget Primer Design is still up and running to handle disease outbreaks/pandemics which can give the company a big revenue boost.

It only took 1 year for the SP to go from €0.06 to €14 during Covid.

Freeze Up!!!

Old Covid times will come back again

https://www.bloomberg.com/news/articles/2025-02-24/hku5-cov-2-what-is-new-bat-virus-similar-to-covid-19-could-pandemic-happen

For now though the business must focus on organic growth and cost cutting.

But given the fact that the current US administration is cutting pretty much all funding for disease prevention in Africa, we might very well see a new pandemic way sooner then we think.

Globalisation and ever increasing air travel can spread a new pandemic to each of the 7 continents in just 24 hours.

Diagnostic companies are a certainly waste of time- until they are not.

We've all seem how extremely rapid the SP could rise under the right circumstances, namely a emerging virus that requires lots of testing.

May i remind everyone that Novacyt went from €0,06 on 25th of October 2019 to €14 on the 25 of October 2020.

That is a 23500% increase in exactly one year.

Extremely high and rapid peaks are being are being alternated by years and years of scratching every penny.

A new mass testing pandemic can develop in an hour from now or 100 years from now.

It's the nature of the business.

It got IVDR accreditation so the assay can be sold now.

Every (desperately needed) stream of income is welcome.

No one mentioning the RNS?

Every development that can lead to more revenue is more than welcome.

NIPT is a growing market and Novacyt is making big steps to tap into this market.

All we need for Novacyt is to reach break-even. That will mean the company will be able to survive without a placing and with Primerdesign in the background it will just be patiently waiting for the next big pandemic that will require mass testing again.

It's all part of Lyn Rees's "masterplan" that will be presented in 2030

Primerdesign is indeed hemorrhaging money. However, if a pandemic comes along, it can earn 3 times the current market cap in just a few months.

That is why it shouldn't be dismanteled.

You bet they are

Davand

Well, they did make some revenue from it. Mpox cases until now were mostly reported in Africa where Novacyt has a very small presence (less than 3% of their total turnover) that is why they dont make much money off of it.

However, if cases in the UK/Europe will continue to rise then Novacyt will definitely share in the pie.

That's why it is important to keep track of the Mpox cases in the EU, aswell as other virusses.

WBAFC

Me autistic? Says the lady that is whining and crying everyday on this chat about his position in Novacyt that has lost what is it? £400/500k?

Well you deserve every bit of it.

Https://www.reuters.com/business/healthcare-pharmaceuticals/new-case-mpox-variant-clade-lb-detected-england-2025-01-31/

Both would require a takeover bid of £20-30mln which would eat up the cash position at once.

Novacyt needs the cash to reach profitability again so i don't think they will do a takeover right now.

Cash 30th of June £32.9 +(12.2 reclaim- 5DHSC despute )= £38.1mln - one off restructuring costs of £2,5mln = £35.6mln

Current cash £30.5mln so that is a burn of £5.1 mln in 6 months, and the annual restructuring savings are not yet included (£ 3.5mln/year)

So at this point burn is expected to be £10.2-3.5= £6.7M/ year and as i said, they are going after further savings + revenue is growing

That is a significant reduced cash burn

This is will have an edge over the other Mpox tests

"In December 2024, the Group launched an mpox (monkeypox) clade differentiation kit that is used for surveillance and monitoring, rather than being used for actually detecting mpox in patient samples. Due to the competitive nature of the mpox testing market, this new differentiation kit enables Novacyt to provide a unique value proposition to a niche customer segment that is reviewing mpox trends."

They significantly reduced the cash burn.

And since they mentioned to go after further savings i'm sure they will get to break even this year or Q1 2026.

Meanwhile reproductive Health is growing double digits so that is growing steady.

Primerdesign will also have its time to shine with a lot of virusses this year (Mpox, H5N1, Ebola, Marburg, HmPV outbreaks) that could potentially lead to a pandemic which could boost revenues even further.

This week for sure, IR confirmed me.

Just in:

https://www.dailymail.co.uk/health/article-14330593/Urgent-warning-7th-case-ultra-deadly-mpox-strain-UK.html

Https://www.gov.uk/government/news/human-case-of-avian-flu-detected-in-england

This can get very nasty if it will spread human to human