The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
So much better presentation by GB than last time which killed SP. However, what could have been great was ruined by useless interviewer . Very frustrating.
yep, Vox mkts interviewer is so ill prepared
Anyone know date and time and how to access webinar next week?
Here's the additions and deletions to the MCSI index to happen on Nov 30th. Alien Metails is on UK sub-index page 8
https://app2.msci.com/eqb/gimi/stdindex/MSCI_Nov20_MicroPublicList.pdf
Agreed no one likes dilution but bear in mind on Nov 30th UFO enters MCSI Global Micro Cap Index. This is an index that global II's and funds may put into their portfolios. I am sure that if you are well capitalised/funded that II's will take more notice and invest more easily. In addition, as others have said and the Donavan JV deal shows the more skin UFO can put into the game the better the JV deal. Aside from simply accelerating progress. All in all a good, call to add capital into UFO via the raise.
The Innova test has been shown in mass trials to have sensitivity of 74% as opposed to the 94% advertised and it doesn't catch asymtomatic cases. That's the benefit of Affimers, once testing modality is at scale, using swabs or saliva, if there's a problem the Affimers can be quickly re-programmed in effect. It's a technology which can only grow. Nonetheless, ELISA has already confirmed accuracy, BAMS clinicals will do so shortly.
The Avacta USP is not saliva, it's the accuracy of Affimers, the ability to manufacture them rather than grow them and as a consequence the vastly greater scale that is possible. Avacta has been able to pivot and add easy nose swabs which will probably now come first and be in line with UK gov views. There may be an initial delay but as we all know testing is here to stay, is required worldwide, needs different approaches in different places, the tests will need to continuously adapt as the virus adapts and others also arrive. I'm in Avacta for the Affimers which is their USP for diagnostics and therapy. DYOR but short term panic is totally unwarranted.
Thanks for link to Bills interview today.. very positive
I also bear in mind that Avacta cannot afford the reputation of Affirmers to be tarnished by an LFT that isn't perfect. Their bigger game is cancer which LFT revenue will certainly accelerate but could go ahead, with prior capital raise, with or without LFTs. So, yes they want the LFT revenue asap, as we all do, but not at the price of damaging the Affirmer platform in any way.
Important reading from British Medical Journal that shows how unreliable quickly developed vaccines may be. All the more need for rapid testing and therapies
thanks for sharing
My HL account still doesn't have Erris Gold shares showing - I've called them and they say they've not yet been given the share allocations. Has anyone got theirs from HL or have other insight re HL?
thanks
The FASTER diagnostics programme at the Centre for Drugs and Diagnostics will enrol patients suspected of COVID-19 for diagnostic evaluation.
We are working in partnership with industry that has developed a new rapid test to detect the
presence of Coronavirus (COVID-19). Currently, the NHS uses the best test available to detect the
virus using a nasal swab. The current test can take up to 4 days before the results are available which
can lead to an extended amount of time in quarantine or a prolonged amount of time grouped with
other patients that are suspected to have Coronavirus.
The new tests that we have available need to be validated against the current best practice. We
need to use the tests with real samples to check if they are as accurate as the current test. If
successful, this study may change practice and allow for early detection and appropriate isolation
of patients.
Thanks for posting this - very useful
RNS July 22nd ... "The work with the CONDOR programme will commence immediately to evaluate the test performance using real patient samples."
We all need to be realistic. CONDOR evaluation will take a little while. In the meantime, the government has no option but to let the country know that it has testing options. Espec ready for Sep 1st school start date. However, the reality is our government and all other governments need mass testing on a regular basis asap. That's 100's of millions of tests at a minimum. You can't announce a product that is less than reliable and as importantly can be made available asap. IMO that's what AVCT are taking care to do.
Also, Cytiva made a big success of launching SONA, SONA being anti-body based which is less desirable than affirmers that don't need to be grown and are cheaper to produce. It's a good bet that the FDA standards that were released late last week were in some way influenced by discussions with Cytiva. Again, there's due process between announcing standards and the release of products that meet them.
All in all, the politics of COVID-19 and the launch of a commercial product that can be mass produced at affordable prices don't necessarily match. We're in fantastic shape and the launch will be incredible.
https://www.labroots.com/webinar/panel-discussion-critical-design-considerations-covid-19-rapid-poc-diagnostic-test-development
This panel wouldn't be discussing lft tests tomorrow unless v close to having it
Today's FT
The UK is preparing to launch a national research programme to detect coronavirus in sewage in a bid to create an early warning system for future waves of Covid-19.
The new government initiative — likely to be announced in the next two weeks — is part of an international surge of scientific interest in using wastewater tests as an additional tool to track coronavirus.