Member Info for Hypermarlin

London Stock Exchange 1st thing, always reliable. Others can take ages to paste it.

Does exist if you delete the ...top. Thanks @dryland.

Actually, where is Myles? Not seen on this board for a bit...perhaps I have missed. Still got a hard copy of his Avacta investment thesis by my desk...

Agree. I have gardening to do.

You're referring to A**T, presumably?

Media have been truly dreadful throughout this crisis.

Got it, thanks.

Hello!!! Roche is not a POC test. Takes hours to/fro a lab.

Interesting and noted, thank. I guess that means the statement "It will be available to the UK and global markets and will also be available to be directly purchased by end-consumers" (from the link I posted) means that if private agencies/Harley St etc want to buy it and flog it to anxious members of the public, then that's what they plan to do?

Be aware that BioSure are using Mologic's ingredients to provide a POC Antibody test https://mologic.co.uk/british-companies-mologic-and-biosure-partner-on-covid-19-antibody-self-test/, so as/when this is real, UK RTC will not be the only platy in town.

@andino - do you have data re Roche being 24 seconds? I have seen that info re the MosaiQ product from Quotient which Open Orphan are bringing to market, so as I say what do you have re Roche please, or are you getting them muddled? Also, who cares, if it's 24 seconds, for 1000's, as the logistics still have to get the test to the lab, queue it along with the others all waiting, and at somepoint get the result back to the patient. ODX /UK RTC consortium is aiming for point-of-care test, a few minutes.

Yes, £49 charge at ii. Considering the fraction I ended up with, this is a LARGE % of the total I have paid, bringing the price per share way up. Ho hum.

Thanks VanV for reposting that, I remember reading it in late April and not understanding some of the detail at that time, but I certainly do now, and agree with your assessment. PCR is a established tech for this, and NCYT is the, or one of the, gold standards; Affirmer perhaps less so. There is still room in market for 2 and for AVCT generally, given the other strings in that co's bow.

I posted below in GDR last night, answering a question. Posted here, for comment/critique:

NCYT = Have I Got It test. On market, huge contracts etc. Done as a PCR (polymerase chain reaction) test i.e. for presence of viral genetic material in the swab sample. Has to be done on non-proprietary kit, but in a lab. A few hours for turnaround, plus to-fro overheads. Strictly speaking, not an antigen test, as the antigen is technically the item that induces immune response i.e. the protein spikes. But we can fudge and call it an Antigen test.

GDR = Have I Got It test. Also a PCR test. JV with Cytiva who will manufacture, is just about completed proving how this will be done. CE mark expected later in May (end). No sales, no contracts, yet. NOTE that GDR are also developing a proprietary PCR test to run in their portable genedrive hardware, so that tests could be run in the field. Dec 2020 estimated, for that. NOTE that GDR also have lots of other strings in their bow which are very much on the market, with sales etc (as does NCYT of course, their C19 story is just a part of that company also).

AVCT = Have I Got It test. No sales, no contracts, yet. Is NOT a PCR test, it is a rapid point-of-care (POC) diagnoctic that relies on ‘Affirmer’ reagents that recognise viral proteins (so, technically is an antigen test). AVCT also have a JV with Cytiva who will manufacture gzillions of test strips. This is a saliva-based POC test, designed to deliver a Have I Got It result in minutes, pregnancy-test-style. Also collab with (and others esp Adeptrix who have their own test rigs, mainly in hospitals so not POC. Validation that this is all going to work, soon, and CE-Mark soon (May). Adeptrix validation may come before Cytiva. Note AVCT also a multi-line company, not just C19.

ORPH = Have I Had It test market, resell and service delivery of 3rd party test. OO are a CRO “Contract Research Organisation” and have whizzy test lab in sub hVIVO. They are now testing the Quotient “Have I Had It” antibody test, called MosaiQ. Uses Quotient’s proprietary in-lab testing kit which is nonetheless quite high volume. The plan appears to be for ORPH to offer lots of Have I Had it tests to the UK market. Note this is not a point-of-care test. So, for sale, and on the market. MosaiQ has been CE-marked from 1st May 2020.

ODX = Have I Had It, so in the Antibody race, with two solutions. 1) One of members of UK Rapid Test Consortium. Trying to create high standard kit, but not completed designing this yet, so “design freeze” not yet announced. ODX will be manufacturer. Will be a home testing/point of care test kit. 2) ALSO have material transfer agreement in place with Mologic (private company, government grant £1m) to manufacture Mologic’s ELISA test, which is a lateral flow test, which has to be done in lab. Note Mologic’s tech is now (11/5/20) also launched with BioSURE’s established POC (blood pin prick) test. Nothing to do with OD

Hope this helps:

NCYT = Have I Got It test. On the market, huge contracts etc. Done as a PCR (Polymerase chain reaction) test i.e. testing for the presence of viral genetic material in the swab sample. Has to be done on non-proprietary kit, but in a lab. A few hours for turnaround, plus to-fro overheads. Strictly speaking, not an antigen test, as the antigen is technically the item that induces the immune response i.e. the protein spikes. But we can fudge that and call it an Antigen test.

GDR = Have I Got It test. Also a PCR test. JV with Cytiva who will manufacture, is just about completed proving how this will be done. CE mark expected later in May (towards end). No sales, no contracts, yet. NOTE that GDR are also developing a proprietary PCR test to run in their portable genedrive hardware, so that tests could be run in the field. Dec 2020 estimated, for that. NOT that GDR also have lots of other strings in their bow which are very much on the market, with sales etc (as does NCYT of course, their C19 story is just a part of that company also).

AVCT = Have I Got It test. No sales, no contracts, yet. Is NOT a PCR test, it is a rapid point-of-care (POC) diagnoctic that relies on ‘Affirmer’ reagents that recognise viral proteins (so, technically this is an antigen test). AVCT also have a JV with Cytiva who will manufacture gzillions of test strips. This is a saliva-based POC test, designed to deliver a Have I Got It result in minutes, pregnancy-test-style. Also collab with (and others esp Adeptrix who have their own test rigs, mainly in hospitals so not POC. Validation that this is all going to work, soon, and CE-Mark soon (May). Adeptrix validation may come before Cytiva. Note AVCT also a multi-line company, it’s not just C19.

ORPH = Have I Had It test market space, resell and service delivery of 3rd party test. OO are a CRO “Contract Research Organisation” and have whizzy test lab in their sub hVIVO. They are now testing the Quotient “Have I Had It” antibody test, called MosaiQ. Uses Quotient’s proprietary in-lab testing kit which is nonetheless quite high volume. The plan appears to be for ORPH to offer lots of Have I Had it tests to the UK market. Note this is not a point-of-care test. So, for sale, and on the market. MosaiQ has been CE-marked from 1st May 2020.

ODX = Have I Had It space, so in the Antibody race, with two solutions. 1) One of the members of UK Rapid Test Consortium. Trying to create high standard kit, but not completed designing this yet, so “design freeze” not yet announced. ODX will be manufacturer. Will be a home testing/point of care test kit. 2) ALSO have material transfer agreement in place with Mologic (private company, government grant £1m) to manufacture Mologic’s ELISA test, which is a lateral flow test, which has to be done in the lab. Note Mologic’s tech is now (11/5/20) also launched with BioSURE’s established POC (blood pin prick) test. Nothing to do with ODX.

It would be cool if political babble and chat about the definition of social distance was dropped forthwith from here, and discussion remained focussed on NCYT business.

Awesome link from Invest4theLT in this thread - recommend you read it for the horse's mouth.

Rabid, how right you are. And so it came to pass.

Thanks bdcarr!

Hello bdcarr - could you please humour me with the source of the text you have posted?