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Public Health England said 38 cases involving the variant B.1.525 have been identified so far in the UK.

https://www.***************************/avacta-group-excellent-data-for-the-first-clinical-evaluation-of-lateral-flow-antigen-test-interview/412961611

A good start to the day and with the momentum on LFT’s building to assist exiting the Lockdown and the backing from NO 10 and rollout of volume production on top of a everything else happening at Avacta, AVA600 etc, well the brokers will have to come up with a new SOP, several times current level.
The next thing is to keep AVCT British, AZN standing by.
Great day ahead

Guinea declares Ebola epidemic. Need for Diagnostic testing growing fast.Avacta is in the forefront of this area and we have growing US M&A in the sector, as seen last week.
Should be an interesting week!

Just remember, SureScreen and Innova has NOT got MHRA approval, in fact SureScreen seems very close to a German outfit who has produced the exact same test equipment!!
Avacta is a about to be fully qualified test developer, whilst many of the others are manufacturer!!

Why do think Bruker sign up?

The company is a test developer, ergo the test manufacturers such as Abingdon, omega , Mologic etc will be manufacturing for Avacta, generating millions of LFT’s before the company gives overseas manufacturer the green light.
We are talking many millions every month, with revised earnings forecast to look forward to.
Very simple but very profitable, with current share price looking ridiculous cheap.
Have a good week end
US closed on Monday

US market more M&A from Genmark Diagnostics and Quidel I wonder. Diagnostic testing is getting a lot of attention! Pre/during/post Pandemic, would pick up more AVC during US hours, US shareholders will be watching, what is happening over there.

Melbourne in new lockdown!
“ testing here to stay for years “ Bloomberg
M&A in the States
Avacta about to hit the headlines once clinical data is released
As I have said before, do not be short coming into the Week end.

Look at the latest post

Yesterday we had Quidel rumoured to be bidding for Qiagen , a provider of rapid diagnostic testing solutions, today we have
Genmark Diagnostics (GNMK ) announcing they have been approached by suitors.Roche
M&A activity in the sector is taking off and at valuations which would make Avacta look even more attractive.The Rapid low-cost antigen test will be the dominant approach for Covid-19 and going forward.
A sale of GenMark could add to a wave of dealmaking activity among diagnostics companies, which have benefitted from the surge in demand for Covid-19 testing. Quidel is weighing a combination with Qiagen NV, Bloomberg News reported this week. Last month, Thermo Fisher Scientific Inc. agreed to acquire Mesa Biotech, a privately-held molecular diagnostic company, for about $450 million in cash.
Buy more Avacta before the Week End, would be my suggestion.

Asymptomatic testing is the future and it will result in a substantial part of the population going back to work.
Buy Avacta and the Pub/restaurant/leisure sector.
Sell Ocado,Gardening,Game stocks stocks etc as a short term reaction to people returning to work

Just a follow up conclusion after having watched the Prime Minister and his panel giving their very public support for the use of rapid laternal flow tests. He could brilliantly spin such a visit to Avacta's lab in Cambridge once the Company is live on LFT's and BAMS. This visit would highlight a UK Company, UK Science, UK Manufacturing facilitating a speedy recovery of the UK economy via the use of rapid flow tests.
As the pandemic continues, countries around the world are looking at rapid diagnostic tests such as lateral flow tests as a way to test themselves out of a cycle of lock downs and restrictions and reopen the economy.They will be knocking on Avacta’s door, private sector offering very attractive terms.
The Science Behind Testing
Testing for SARS-CoV-2 is central to COVID-19 management, relying heavily on quantitative Polymerase Chain Reaction (PCR) technology. PCR seeks the genetic code of the virus from nose/throat swabs and doubles it over 30-40 cycles, enabling even miniscule, potentially single copies to be detected. PCR is thus a powerful clinical test for COVID-19, specifically whether a patients is, or was recently, infected with SARS-CoV-2.
Like detectives using PCR to detect DNA at a creime scene, clinicians use PCR to detect viral RNA at the scene infection: commonly nasal passages. Fragments of RNA can linger for weeks after infectious virus has been cleared, often in people without any symptoms or know exposures.
For public health uses, the exquisite sensitivity of PCR to detect post-infectious shedding of virus RNA and its remnants is a distraction.
Testing to help slow the spread of SARS-CoV-2, asks not whether someone has RNA in their nose from prior infection, but whether they are infectious today. It is a net loss to the health, social and economic well-being of communities if individuals who are no longer infectious test positive and isolate for 10 days - wasting contact tracing and other resources. PCR testing is therefore not the appropriate gold-standard for evaluating a SARS-CoV-2 public health test.
Most people infected with SARS-DoV-2 are contagious for only 4-8 days. Specimens are almost never found to contain culture positive (potentially contagious) virus beyond day 9 after symptom onset, and usually not beyond day 5. This fits with the observed patterns of virus transmission (primarily in days 2-5 after symptom onset) that led public health agencies around the world to recommend a 10-day isolation period.
The short window of transmissibility, contrasts with a median 22-33 days of PCR positivity - longer with severe infections, and usually shorter for both contagiousness and PCR positivity (~15 days) among asymptomatic individuals. Over 70% of the time an individual is PCR positive, they will be in the post-infectious state.
So a rapid LFT test will result in a large part of population not needing to be in lock-down as they are not infectious.
Asymptomatic testing is the future and it w

AstraZeneca has said it could take between six and nine months to produce Covid-19 vaccines that are effective against new variants of the coronavirus.

The company’s vaccine, developed jointly with scientists at the University of Oxford, remains effective against at least one variant of the virus, first discovered in Kent, England, but preliminary findings in a small-scale trial prompted South Africa to limit its use while it ascertains its efficacy.

However, a six-month turnaround for an updated vaccine would represent a vast improvement over traditional vaccine development timelines.

Very clear that the big 4 vaccine producers will need much time to deliver and that will only cover 25% of the world’s population

Just a question of how No 10 works.
PM suddenly very strongly advocating LFT, the panel very keen to explain the difference between PCR and LFT, as I have mentioned before, up to 70% of PCR tests are post infectious and hence locked unnecessarily locked up, just imagine the impact of the economy if a LFT can bring “ healthy “people back to work.
The PM wants that and it will be a vote winner for a long time.
The study of PCR vs LFT is all public work

Would have thought with PM”s now fully supporting rapid LFT’s
I would have thought since he has been visiting several other sites and his very public support for LFT, something that his PR team will be instigating.
He could spin that visit brilliantly,” rapid LFT’s will make the possibility of a recovery of the economy even faster, the usual lock-up of 10 days in many cases not necessary, pubs restaurants etc being brought back to life, travel industry opening their doors”.

London Heathrow will be knocking on the door, paying premium prices.

Comment from Falanx and Solarwinds last year.
Falanx is continuing to gain traction with its Triarii MDR (Managed Detection and Response) platform, which provides MSPs with the ability to extend their threat detection and response offerings more efficiently. In addition, Falanx offers flexible Security Operations Centre ("SOC") services tied directly to SentinelOne Endpoint Detection and Response (EDR) software. This combination delivers a truly flexible EDR offering to MSPs globally combined with the ability of Triarii to adapt to multiple user needs.

Tyler McDonald, Director of Business Development, SolarWinds MSP, commented: "With cyber security becoming an ever-increasing focus, it is crucial that our MSPs have managed security options like Falanx that they can count on. The SolarWinds TAP program is an extension of our ongoing mission of MSP success, where we look to empower the MSP by providing flexibility and choice in their technology decisions and this is a great example of that. We're excited to have Falanx as a member of TAP as they continue to help our MSPs build a stronger cyber security defensive posture."

Through our acquisition of Scalyr, SentinelOne is solving one of the industry’s biggest data challenges for delivering fully integrated XDR capabilities. Scalyr’s big data technology is perfect for the use cases of XDR, ingesting terabytes of data across multiple systems and correlating it at machine speed so security professionals have actionable intelligence to autonomously detect, respond, and mitigate threats,” said Tomer Weingarten, Co-Founder and CEO, SentinelOne. “This is a dramatic leap forward for our industry – while other next-gen products are entirely reliant on SIEM integrations or OEMs for point in time data correlation and response, SentinelOne uniquely provides customers with proactive operational insights from a security-first perspective. The combination of Scalyr’s data analytics with our industry leading AI capabilities ushers in a new era of machine-speed prevention, detection, and response to attacks across the enterprise.”

Realtime Data Ingest & Correlation is the Next-Generation of Detection

With Scalyr as the big data engine powering the Singularity XDR platform, SentinelOne once again defines autonomous protection. Scalyr broadens the aperture of data sources, creating a realtime data lake for ingesting structured and unstructured data from any technology product or platform – including Microsoft, AWS, Google, CrowdStrike, and more – as well as internal enterprise data sources. Diverse XDR data, coupled with SentinelOne’s AI-powered Storyline technology, automatically connects disparate data into rich stories and autonomously identifies malicious behaviors, especially techniques exhibited by advanced persistent threats – including APT malware like Sunburst.

AI-Powered Automated Response Across the Enterprise Technology Stack

While most EDR products struggle with alert response, often relying on human services and manual actions, SentinelOne pioneered AI-powered automated response capabilities including threat mitigation, remediation, and ransomware rollback – each delivered without any human effort. XDR extends these capabilities beyond cybersecurity use cases by providing response actions on applications and services such as Okta, Netskope, Recorded Future, ServiceNow, Splunk, Zendesk, Slack, and more.

“This strategic acquisition accelerates SentinelOne’s unrivaled product innovation while maintaining a sustainable growth model. Scalyr’s technology solves one of the biggest operational challenges vendors face – balancing the cost structure of ingesting and storing massive amounts of data,” said Nicholas Warner, COO, SentinelOne. “Delivering the industry’s most advanced and integrated XDR platform bolsters our hypergrowth path while building a long-term, sustainable business that delivers value to customers and shareholders.”

M&A building up :
Qiagen (NYSE:QGEN) CEO said the company is interested in growing organically and "bolt on" acquisitions when asked about recent speculation about a potential deal with Quidel (NASDAQ:QDEL) on earnings conference call.
1st deal in the testing area,Quidel will come back with an offer.
Makes LFT companies looking very attractive from a read across valuation.
Buy

Avacta will be a unique Covid play, but there is a lot of other things going on with the company, AVA6000 phase one trials, Gene therapy with Daewoong and both Moderna and LG Chem expanding their JV with Avacta.
We now have M&A going on in the Covid test area, as mentioned, not going away, the demand for LFT is about to explode and for some of the majors, acquiring rather than building up a department is a much faster route to the sector.
Avacta is facing Covid testing launch, Precision Chemotherapy launch, Gene therapy launch, try and build a SOP based on where we will be by the end of the year!!
Oh and did I mentioned potential Nasdaq listing!