The latest Investing Matters Podcast episode featuring Alex Schlich, founder and managing director of Yellowstone Advisory, has just been released. Listen here.
Was thinking ( dangerous I know ) but unfortunately there are a lot of countries that still exist that criminalise sexual activity between men. How will this impact reporting of true numbers and indeed availability of testing and subsequent treatment to stop the spread of it ? Or will testing, vaccination etc
still take place.
Meant to say 10.2 % of cohort hospitalized not 10.2 peeps, which concurs with SirD's post. Much higher then covid but death rate not comparable at all. No idea if it can be contained , globally not doing a very good job so far. Can be a considerable lag from becoming infected until symptoms show, so I guess it is not clear yet what the true figures are. As ever time will tell.
Article by BMJ on clinical presentations May to July on a cohort of 197.
Do not suggest looking at the pics.
The take out point for me was that 10.2 required hospitalization to treat symptoms. It is therefore critical that this is contained asap and prevented from spreading into the wider community. With concerns about the NHS this winter additional demands will not help.
https://www.bmj.com/content/378/bmj-2022-072410
Bh
To my knowledge, training has not been an issue contractually.
You may be correct but I have heard neither it went swimmingly well or it was an unmitigated disaster. I was suprised today to see 90 hospitals required training.
Here is an excerpt of the contract. It certainly sounds like a considerable amt. Especially if they were only recruiting staff in Sept /Oct.
https://twitter.com/KaerenH/status/1553071020327813121?s=20&t=ZK0aleBcOYXPMOC30qSMDw
The training requirement is laid out page 5 of 96 in the contract. It is not 'neccessarily ' fast , depends on what individual authorities request , with a competency test included.
Will not post as do not know if allowed.
Conflating issues.
Genesig three gene was not released until April 2021 , the DHSC contract in dispute was signed in Sept 2020.
Re that article , there are multiple and the lady in question has pursued Ajan Reginald relentlessly re Celixir and it's activities , is she right , is she wrong , I have no idea.
Without doubt he was struck off as a dentist.
Why did Novacyt employ him ?
Why did Roche employ him for 4 years too , and numerous other companies. I don't know .
Why did all the Novacyt staff appear very upset when he left ? After GM left and when D.A took over .
Would I have employed him ? NO , because I am a strong believer in clean hands, it avoids issues like the very ones which keep surfacing.
If Novacyt had any reservations about Genesig three gene then they would have pulled it from the CTDA validation waiting list. The fact it is not yet validated does not bother me as that is meaningless. We only got validation for Exsig a few weeks back and that has been in use since early in the pandemic.
Until the DHSC is settled we will have the same old articles regurgitated .
Who signed/ consigned is irrelevant , he was COO.
What was of interest to me was that in A Reginalds linked in it mentions training 90 hospitals to use POC testing. That is a lot of training and again I wonder if that is where the issue lies with the dispute , ease of use and speed of rollout hampered by training. I respect the poster Poidster and he thinks it is a disservice to NHS lab staff to think they required training but it would appear the statement in the CV contradicts that. I don't know.
I give your posts no more attention then anyone else, your frustration due to your inability to silence me or challange facts I post is apparent for all to see . So instead you invent some sort of supposed vendetta , grow up. You might be able to play with words Captain and direct folks to something positive you say but it is invariably accompanied by a negative regurgitated addition. But carry on captain.
Let me correct you , they have paid the bulk of the initial contract monies. They are looking for reimbursement of said monies on a product that multiple other companies used and indeed still use. They haven't paid for the later order of Promate , which they then raised a second order for. Repeat we do not know what they claim the issue was. Novacyt could have done nothing wrong , might have failed to provide timely training. Might have been disagreement on delivery and storage. Who knows.
There is nothing wrong with the product, it is used day in day out globally by multiple companies. So many examples have been posted on here I've lost count. Numerous validations within the NHS , Tac , Katalyst to name a few . The post KT just put up on twitter. You cannot nor can I guess the reason for the dispute, but It is not a fault with the product doing what it says on the can.
https://twitter.com/KilkennyTed/status/1552632862809137152?s=20&t=8H7OsFD8sTz9D0e52csZHg
Would be v interesting to get the level of detail that would enable us to establish if sales impacted with that distributor , but an easy sell for him , he knows the products backwards , knows the margins too, so could prob force negotiations to shift more. He is there to make money !
Novacyt will know and if he isn't playing they can elect to sell elsewhere. Imo Giz
I've read glassdoor and the prob is I could write six glowing reviews or 12 crap ones , a bit meaningless and not a true barometer.
I do think though that you are correct.
Reading across linked in , whereby we know they are employees , I have picked up on numerous comments, obviously subtle.
Simon Cook was an incredibly popular manager and his staff held him in very high regard. I think it is safe to say that they were less then impressed at his departure and as is usual in companies when the leader departs , so do many of the foot soldiers. There was also an extended period around the turn of the year when staff across the entire company were liking wellness posts , how to be assertive , work/life balance posts, more often then the usual new scientific related posts. That is minimal now compared to what it was. However with most of the Microgen staff ? A lot of the Microgen staff ? Being made redundant , then I guess it isn't party city at the moment , a lot of those folks have worked very closely for a long time.
Abdx have unfortunately sat waiting and still wait to produce something. First the dispute , then a raise , Avacta contract cancelled and a Deepverge ( I think ) no minimum val contract. A cash burn and another placing incoming within 12 months if the current contract or something else doesn't materialise. I may be doing them a disservice as I don't follow closely.
A mixture CS . The Sp was 2.10 just prior to war , tanked to 1.34 by first week of March , that was the biggest recent drop and then temp spike when Bio bought more and then crap market conditions and our amazing trading update with a hidden R& D update intertwined , mentioning numerous new tests but no inf and new partners but
again no inf , so very hard for any holder to have a scooby about what progress is being made.
Which LTIP are you talking about BYP ?
If it's Mullis's the second tranche wasn't paid. If it is the new LTIP then the SP has to be many multiples of here for the board to earn anything . I think we would have mutiny on the Bounty if the old LTIP was paid out of current bank balance !
I don't see that happening .
I not pretending anything. I said recent , I said contributed too.
I am well aware of the shortfalls of previous board members and indeed a couple of the current incumbents .
I have made clear my thoughts on lack of transparency , slow to market with LFTs, the fact I want to see M&A spend , my distrust of the chair etc. I have also stated I believe it will take time to transition and the current climate is doing nothing to assist. If I thought that there was no potential or better potential elsewhere I'd sell up , but I'd miss Pi100 so much !