Member Info for JRDC

Certainly not the one developed with avacta

https://www.bkr-online.com/en/

Is the test listed here

https://antigentest.bfarm.de/ords/f?p=110:100:13891600436784:::::

90% sensitivity

https://mologic.co.uk/wp-content/uploads/2021/05/ML210309-Covid-19-Rapid-Antigen-Test-IFU-GER-V2-20-5-21.pdf

1-2cm up nose, does that still Count as An?

The odx partnered one is rated 92% (Unless ct values differ in which case it might be the same) otherwise its possibly a different test, this one using CARD tech for the strip development with Bill's cash, so less sensitive but each test costs $1 - $2 to make, and they're selling at cost.

https://www.researchgate.net/publication/352101897_Development_of_nanobody-based_POLArIS_orientation_probes_enabled_multi-colormulti-target_orientation_imaging_in_living_cells

No idea what any of it means, I'm lost after the words 'Development of", but Tokyo university seem to like affimers. I think we'll see a few more papers appear as affimers are experimented with.

Its only a matter of time before a big pharma comes in for the affimer patents. Do they do it before tmac and pay £3bn, or after and pay £30bn

I think GM had hoped to retire with Nova as a billion £ company, unfortunately I think he's realised that could be some time off and the dispute is either unlikely to be resolved any time soon, or with an unfavourable outcome so wants to 'own it' and let the new guy start with a clean slate. Last month was the first time in 12 months we've had no product launches or trading update, so I think GM has realised he's taken Nova as far as he can (which TBF has been absolutely transformational the last 18 months and made a lot of investors very rich). If Nova are to ever become a £bn company over next 5 - 10 years without relying on covid then I think fresh eyes and ideas will help.

Of course, this time frame could be much sooner should an escape variant take hold and the world is back to square one. I imagine less focus will be made on the UK, and US markets will be key over next 12 months. If you said in 5 years time we'll still be making £30-40m EBITA that would be amazing

If trading update was poor, GM would not have announced his retirement now, would have left it a few weeks. Tomorrow now full focus can be given to figures. Not expecting any update to the dispute, probably not until next year, but should get clarity on our LFT demand and our bread n butter PCR kits.

We've had either a trading update, product launch, portfolio update or figures every month for last 12 months, so we're due 'something' tomorrow.

So if criteria officially changed today, ODX claimed other day that the choice of test is imminent, does that mean any test / contract chosen now is likely to be a short term 3-6 month solution, in other words, don't all fall in to a panic if some dodgy Chinese test Is selected for manufacture, our time will come.

Does seem like 2 forces are at work in the dhsc, one wants the status quo and keep the Chinese tests incoming, the other side recognises there are UK developed tests that are far superior but hampered by unsuitable validation processes, and have so far managed to delay the 'sovereign' test being selected until the best one passes. Hopefully avacta, but at this point anything UK produced is an improvement.

Nice. This is now the only share in my portfolio showing profit!

Manufacturing problems = can't produce enough to cope with demand.

Would love to see a 'sorry, minimum order is now 10 boxes'

So has the UK govt ordered more innova tests because they had given the deal the green light weeks ago and accepted that mologic weren't part of govt sovereign test plans, or had they ordered more useless Chinese tests prior to this agreement and then gave the go ahead for a foreign takeover as mologic were now not deemed a key UK industry as we have lots of bin fodder on the way? Are they going to use this as an excuse to delay manufacture of a UK developed test until 2022 as not enough capacity? Wouldn't be surprised if the take over was allowed and then someone had an 'oh sh*t' moment and realised they've just given away UK capacity and had to order more innova tests while they work out who to blame.

If this was under NDA then either Al found out about it same time as us and we're not involved (so no RNS imo), or he's been way ahead of everyone and we're already a key party, and hopefully confirm in about 8 hours time . Either way, I'll think we'll need that foreign manufacturing capacity

If avacta were solely a covid play, with nothing else in the pipeline, licencing the affimer tech from elsewhere and needing govt orders to survive, I might be worried. But they're not.

Instead as a side project they've designed, developed and produced a test based on their affimer tech. They've jumped through hoops, changing requirements, battled govt corruption and bureaucracy and brought a test to market. This isn't any old test, but a test based on new technology, not only has this first generation test proved more accurate in real world use than any currently available, but can be cheaper, adaptable to future strains at speeds only achieved by expensive and logistically difficult PCR and highly scalable. No other test manufacturer can compete for accuracy, whether its antibody based, or aptamer based (where even mologic have thrown the towel in). Avacta are quite simply in a league of their own. Other nanobody tech is years away from commercial use, ours can be delivered to your door in early August.

The diagnostic industry is about to enter a new dawn, affimer tech right now has been proven to work, and work better than anything else on the market. Pharmas will be well aware, they'll be in discussion on licensing for their own use. Selling a few tests will be nice, heck a gov contract will be lovely, assuming they pay, but the real winner, is showing just how damn good and versatile affimers are. Biotechs would kill to have an industry redefining tech in their Arsenal, we have at least 3.

Could this hit £1 this week? Who gives a ****. Just sit back, put your feet up and know that in 24 - 36 months you'll be chuckling to yourself at how the gamblers and doom merchants of the board tried to make you sell, and you'll be sat on more money than you thought possible.

Turd of a day, but people who had stop losses set deserve to be mugged imo, this share is better off without the panicky gamblers 'invested' who learned nothing from vaccinegate.

I'm in no rush, I've got over 15 years to wait for this to hit £25+. Or does that mean my pension is accessible 'shortly'?

Roll on next week when Julie might admit defeat at losing the post-it note and do a password recovery on the RNS logging site.

... But we'll see

https://mobile.twitter.com/InnovaScandal/status/1412024494139527171

Is this that 'new' sh*tty orient gene test they've been trialling in schools? Obviously it won't be avacta.

https://www.portugalresident.com/government-to-start-funding-quickie-antigen-tests-four-per-month/

Just need to get on their approved list, no doubt other EU countries to offer similar.

Performed at pharmacies, and may be used for this covid passport scheme to some countries

Why doesnt' Al open a franchise in China and call it "Ha-wak-ta lice silences", we'd be a shoe in for UK Govt contracts then

ODX look utterly f**ked if this is true, someone at or near the top is determined to not give the UK consortium any money.

I've just changed my exit price from £50 to £500.

Even if this takes 5 years to come to market, its over another 5 years of sales before patent expires.

Any patent experts here - the patent for affimers expires in a decade or so but can avacta still retain ownership of individual affimer designs so other companies have to start from scratch (and in effect 4-5 years behind from the outset) or license them in perpetually

I'm not a shorter, and I'd definitely class him as a ramper. But if I was balls deep having bought when the SP peaked and now looking at a huge loss I'd be ramping like mad constantly too, so I don't blame him. SP will come good, just wait for the dispute to be settled, which it will, just may take a few months. In the mean time, just keep buying when you can, as at these levels the risk is pretty damn low imo. Just need patience, which PIs find difficult (including me)

It can barely detect the bog standard chop suey strain, so i doubt it

Every man and his dog has an LFT out, and the professional one is pretty average compared to the competition and targeting our PCR customers will canabilise sales. The saliva test is the interesting one given avacta scrapped the idea, but its not available yet. I'm hopeful it comes the govt chosen test given its the only one that hits the 'desired' requirement. Otherwise will the sacrifice in accuracy appease those that want ease of use? Maybe it could see introduction into schools. Why no word on who the partner is?

What CT are those s & s values for? If >30 then pretty damn impressive, if <25 then a bit p!ss poor.

They arent missing, most of them are in my bin out back.

Both companies are aware of each other as they say with bojo back in september last year.

Avacta working with mologic who are suing Govt, working with abingdon who are suing dhsc, maybe work with nova, who are going to sue dhsc, so yeah, I see a perfect fit. Maybe we should team up with lawyers4u and put this affimer business on hold