Member Info for Hurst10

Look at the target price by brokers, based on low , medium, high volume of LFT being launched.

Government have open contracts of £400 mill
Innova, Abingdon etc terminated.
Liverpool not happy

Avacta a good Christmas present

Just look out for what is happening on the vaccine side, still many questions to be answered.
Latest GSK.
The various antigen testing candidates might be entering the scene, but the UK candidates have not got manufacturing capacity.
Avacta have shown via their RNS’ to stick to the script and as discussed before, if there had been an safety issue of any kind, we would have know.
The company carries tremendous respect among Westminster and key shareholders and patience if you have it, will be rewarded 5x.
Latest webinar among the majors this week, carried the message underlined by Roche etc, that demand for testing by far outstrips capacity.
Test test test
Buy buy buy

Pfizer down 3% and AZN down as well. One vaccine is not 100% for anyone over 55, trial patients died and one cannot deal with patients who are allergic.
The only UK rapid lateral Covid testing company left in town will be AVCT, all volume will be for the Government.

Select committee discussing Rapid flow test, Professor Chris Whitty discussing Abingdon etc “ none of the rapid flow tests we have on the market are ideal , ie not working properly “
They want to wait for the right on ......

Just out from Roche CEO, confirms it is still early days with various vaccines coming to the market and testing will therefore be in huge demand for years to come!
makes off course the testing sector highly attractive for the majors.
Geneva (Reuters) - Global demand for COVID-19 testing devices is expected to outstrip supply for a long time, Roche Chief Executive Severin Schwan said on Tuesday.
“We still have little information about duration and efficacy of vaccines (...) So diagnostics will remain very important, not only for the months to come but the years to come,” Schwan said in a briefing of the International Federation of Pharmaceutical Manufacturers & Associations (IFPMA).
Reporting by Stephanie Nebehay in Geneva, John Miller in Zurich and Matthias Blamont in Paris; Editing by David Goodman
Our Standards: The Thomson Reuters Trust Principles.

FDA : Pfizer?s vaccine 95% effective.
Pfizer max production year end 2021, will cover 8.5% of the world?s population.
Tests and vaccine goes hand in hand.

FDA to release detailed analyses of Pfizer Covid vaccine pre Thursday meeting.

Discussing Covid:
Just released from Lancet virtual conference. Tests will be here for a long time
:
how do these discoveries inform our future? Our annual Lancet–Chinese Academy of Medical Sciences conference—held virtually last week—provided a moment for such He estimated we will need to achieve 60–70% immunity to be safe. Vaccination should begin in cities. It will take 2–3 years to “mop up” the virus. Which groups should receive the vaccine first depends on the context. In high-income countries, it makes sense to prioritise older citizens. But in a country like Kenya, you might start with younger ages. Wei Cun discussed how second-generation COVID-19 vaccines are already being designed. It is unlikely that vaccines soon to be approved will be the same as those used in years to come. Simiao Chen made clear that even with a vaccine we will still need non-pharmaceutical interventions—some measure of physical distancing; an effective test, trace, and isolate system; the adoption of facility-based isolation, widely used in Asia, but not at all in western countries; and clear communication and education.

As you can see they are talking about “ an effective “ test as one of the non-pharmaceutical interventions!

“ strong sell “ must be a misprint, have been long sine Oncology days, a few weeks ago, we had 5-6 x profit and with impending launch of the best and fastest test in town, we should multiply current price x 4.Sir Al will make us all a significant amount coming into Christmas. PS use some of the profit and buy TWD!
one could argue our US friends turned up for the second half?

agree, It is time to remember many of us had families where going back generations, they did not hesistate to put their lives at risk to save overseas countries TWICE. If Brexit is the answer, I am sure that EU will accomendate and we can move forward.
Meanwhile
Pfizer having problems with production, est 50% down this month.
Tender offer for lateral flow test extended, the other three all have issues with correct reading.
AVACTA about to announce BAMS CE approval shortly and subsequent LFT , we should be entering US hours with renewed buying this afternoon.
Would not be underweight going into next week

good to see we are heading above 130, pre US opening and off course we have Friday, ?pre Monday RNS?, tomorrow.
With US stepping up Vaccine orders. before FDA review next Wednesday, I wonder how many will be shipped abroad, if FDA have reservations with issuing an EUA.
Next week is BAMS heading the headlines.

But first the government needs to deliver the shots efficiently across the country, and its patchy record on pandemic logistics is one reason often given for why the U.K. has the highest death toll in Europe. In a further complication, a Brexit trade deal has yet to be signed and the end of transitional arrangements risks disrupting supply chains at the turn of the year.

The U.K. still needs other vaccines to reach the finish line in order to immunize enough of its population to end the pandemic. The country has ordered enough doses of the two-shot Pfizer-BioNTech shot for 20 million people, less than one-third of the population.

130 now

Pfizer have not actually finished all their trials, non on children and pregnant women by the way!
Moderna a will have nothing ready till Easter, if by the 10/12, FDA meeting Pfizer should receive an EUA, I doubt the sitting president would allow PFE to shipped the alleged amount of vaccine rather than to the USA, with highest number of virus deaths in the world

I note that senior conservative politicians are now suggesting the two Scotch Eggs will be considered a substantial meal and hence off to the pubs en masse in due course.This will off course encourage an even louder outcry for Avacta’s Rapid Antigen tests to be approved and manufactured in time for Christmas, so we are able to be given all clear for an evening of Scotch eggs and a pint or three.
Makes you wonder, who makes Scotch Eggs?

ETF funds adjusted their books, following the MSCI changes!
UT trades featured last night

regarding Innova and their disastrous test accuracy, it will give Boris the opportunity to go the sovereign route and introduce Avacta LFT/BAMS to run tests again in Liverpool and across the country at various hospitals and Universities in order to give the users a accurate reading of a rapid flow test.
Hospitals, nursing homes and Universities all tier 1, who will be given the first batch available, but Liverpool might have to do a repeat test,ie.Avacta , a UK made test,UK manufactured for the UK population.
Stage 2, Airports, large employers, restaurants,homes etc. will be able to use a LFT/saliva Rapid antigen test, which will be a high profile British contribution from a Cambridge based company.

well we know about Innova and what the experts have ruled.
That leasves Abbott and Avacta

the companies are avoiding testing the vaccine on 60+, which will show a very different sensitivity reading.
AZN used a much younger healthier group

Astra Zeneca to run a new global covid trial !

test test test

Rapid antigen tests is the place to be