The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
TLW, for info, this covered on TILS board under thread "Thoughts on OKYO Speculation" on 22 July. Majority view is that there will be no involvement between Tils & Okyo. My own view is that the Tils spin off (Stemprinter) will reverse into accuSTEM, which is a company set up by the management in June (I think).
My 2 penny worth. Okyo looks/reads like an embryonic Tils, just a different focus(ha ha), so unlikely. Someone previously mentioned AccuSTEM, which, to me, sounds exactly right.
Detection via waste water sampling is already being explored & was the subject of a bbc item recently. The suggestion was/is that it is a very clear indicator of the presence of Covid significantly earlier than was apparent in the community. Think this potential development brilliant for avct. https://www.bbc.co.uk/news/science-environment-53257101
I agree & think we will sell Stem, but just wonder if it will be outright or with potential royalties (re rockz).
Also, think there is no likelihood TILS will be sold to big pharma at this stage as there are (effectively) so few shares currently circulating coupled with the fact that in excess of 75% are in the hands of only 4 holders (GC incl). If we take on trust/fact what yesterday's interview suggested, expectations, almost, cannot be measured.
Sure most of you know, but find this site most accurately reflects trading activity https://investing.thisismoney.co.uk/trades/TILS/Tiziana-Life-Sciences.html
In addition to obvious decriers there appear to be some 'sleepers' on here. I am optimistic for the short, medium, & long term. My only gripe is with myself in that I'm not savvy enough to play the drops. I find the best remedies for any dissatisfaction while waiting, is to filter, & only visit the board a couple of times a day (at least for the time being).
Avacta could be special, so happy to hold through thick & thin.
truer picture on here:
https://investing.thisismoney.co.uk/trades/AVCT/Avacta-Group.html
I'm still confused by the Holdings RNS. Altho CM LLC appear to have a significant holding in Angle, & now us, according to this ( & other 13f listings) they are not invested in any pharma/biotech coys https://gb.wallmine.com/fund/4dq/conifer-management-l-l-c
Can anyone explain? Please.
Conifer not appear to be invested in any other biotech/pharma. Some retail, telecoms, building materials, cars, google, & some others. Strategic??? Certainly left-field for them . However, "Conifer Management is based out of New York. Conifer Management is a hedge fund with 5 clients ", so could have been instructed by a specific client.
Previously posted this, but think it ties in beautifully with our technology so worth repeating:
Adeptrix’ patented Bead-Assisted Mass Spectrometry (BAMS™) technology is currently being applied in drug discovery to aid understanding of disease onset, preclinical drug discovery and is well positioned as the next generation diagnostic readout. Unlike the existing DNA and RNA based assay platforms, BAMS™ measures proteins and their modifications – ultimately the drivers of disease and the critical targets for drug development.
“The BAMS™ assay platform is a disruptive technology, because it provides a simple workflow for targeted proteomics and will enable many more scientists to ask deeper questions of their biological assays,” said Dr. Jeffrey C. Silva, Director of Product Development at Adeptrix Corporation. “The assay technology couples the specificity of affinity capture with the speed and sensitivity of mass spectrometry detection to enable screening of ONE to THOUSANDS of proteins in a single experiment. BAMSTM is quite versatile and can be utilized to monitor any protein (or a panel of proteins) of interest.”
ICV & Venture Engineering Funds identify and invest in game-changing life science technologies.
Is it possible that the testing may take longer &/or be slightly different due detached spike protein.
"Cytiva and Avacta will now work to develop rapid test strips for the detached spike protein and for the intact virus particle, aiming to have prototype devices in a few weeks."
Iceni interesting: https://www.genengnews.com/insights/iceni-diagnostics-hopes-for-home-use-coronavirus-test-this-autumn/
While the test is undergoing clinical assessment, Iceni Diagnostics is in parallel working to ensure that mass production can be rolled out once validation is completed. Product development manager Chris Liggett told GEN that the firm is “in discussions with two leading lateral flow device manufacturers who have the capacity and availability to support our launch plans for both the UK and overseas markets.”
Anyone know if the item dated 21 May on EKF's site is fresh news? It looks like it.
https://www.ekfdiagnostics.com/news.html
Think we owe a lot to that rns. All the subsequent coverage has brought attention to us (completely free). Almost certainly at least one positive rns will follow before the end of next week, otherwise we will have shot ourselves in the foot!
However, believe the management knows exactly what it's doing & is building expectation against which it (believes) it can deliver.