The latest Investing Matters Podcast episode with London Stock Exchange Group's Chris Mayo has just been released. Listen here.
Ivy
Thank you for posting this presentation. Quite awesome. All bases covered. Although foetal cell analysis is not high on the to do list, it will become a real money spinner. Women are having offspring later and later in life, and simple screening for foetal abnormalities will be routine.
I cannot see AGL staying in the mid 50's for long. Unless FDA play sillyb*ggers this will make PIs very happy indeed, starting in 2021, or even end 2020.
CTCs will be of value in determining the significance of pelvic masses - some are malignant, and others just nasty for the owner. But I do not think Parsortix has yet been shown to have a role in screening of asymptomatic females, or in general screening for undisclosed malignancy. It is necessary to have tumours at the metastatic stage - ie shedding cancer cells into the circulation, before Parsortix comes into use. IMMHO etc,.
Five weeks ago the preliminary findings of tests using bovine covid were released, and they very promising. Formal results were promised 'soon' after QC checks To take five weeks to do these is manaña on steroids for me, and reflects poorly on SYM. What might be the explanation? Could it be incompetence, or **** up - the original exciting result was wrong? I fear either are possible with SYM. Could it be that SYM has decided to extend the tests to packaging at low temperatures? Either way, i do not share others' patience/forbearance, and feel strongly that we should have heard results by now.
Toyota have recently announced - and it was in a recent issue of Hydrogen News - that they have developed their own source of hydrogen- and presumably will not need PHE to make it for them. We are somewhat behind the curve perhaps.
Heating and lighting using fuel cell.
https://www.hydrogenfuelnews.com/toshiba-hydrogen-fuel-cell-system-to-provide-heat-and-electricity/8540374/?mc_cid=861dbb4204&mc_eid=04de86c330
Shady
I do not recall any formal reports of problems, but it is certainly a concern. M in DMG means modular, but this does nor mean, multiple modules of a single system ie 35 x 1 tpd . As I see it the 35 tpd system is a simply a much larger version of the 1 tpd prototype. PHE did get an engineering assessment of their plans for 35tpd, and got some sort of approval. I have heard the word derisked being used in this context, but I will not be confident until the 35 tpd system has been thoroughly tested and proven in real life to do what it says on the tin.
There must be engineers on the board who can help more than I can!
"The official report is due soon, after completion of quality control checks, but Eurofins has advised Symphony that these positive results are not expected to change"
Come on SYM; more than 3 weeks and counting................ Where is the detailed report "due soon"? Does it include assessment of performance at low temperatures -which are implicated in several outbreaks in the food preparation chain, or had SYM not thought of that? Patience running thin.
"we are progressing the establishment of clinical laboratories so that we can offer laboratory developed tests. "
I was unaware (perhaps everyone else was) that AGL are setting up their own labs to provide CTC analyses. i had assumed that this was to be left to cancer entres around the world, with AGL making their money from selling the widget. So another source of income.....
It is just 3 weeks since the bovine covid surrogate results were announced. This seems to be a long time for qc checks. I sincerely hope this does not mean there is a problem. I also hope that testing has been done against untreated polyolefin plastic so that a true comparison can be made. For all we know at this stage bovine cv levels may have fallen by the same amount in the untreated sample.
And in the light of the recent reports of cv being found on frozen food (wrapping?) I would want to see results of tests carried out at -18C as well as room tempersture. If treated plastic showed antviral effects at freezing temperatures I reckon d2p should be mandatory for frozen food wrapping rather than just desirable.
Looks to me as if SENS caved in here. Nice money for SFA. What a shower, from chairman downwards. SP has fallen from IPO onwards, with only directors as beneficiaries. Or am I jaundiced?
I have been looking back through the RNSs to discover when PHE is going to start on site, and cannot find the announcement. I recall that the reason for delay was the nesting season, but was it 1st Aug or 1st Sept? Can anyone remind me please? One would hope that much of the engineering could be done off site, so that the cumulative delay would not be too great.