focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
Says eventually we hope to make the flow test ourselves!
Very much agree with this view. It is Cytiva who produced a test which turned out to be non scale able that is the major issue and it was left to BBI with HMG guidance that have produced a more workable test. Alastair can be criticised for unrealistic timescales but I don’t accept he has deliberately mislead shareholders
Boris hopefully will float the idea today of ending the 14 day isolation period by introducing daily tests over a 7 day period for those who would previously have had to self isolate. If they test negative they don’t need to isolate. The issue at the moment is there isn’t a test that is sufficiently accurate to allow this to happen. If they are talking about starting such a scheme in the New Year that should fit AVCT’s timescale. A Boris bounce will happen this pm if he makes reference to this
Second top up for the day for me. Yes the change to swab test may have delayed things but it makes the test more practical for personal use and anyone who thinks testing will not be profitable in the medium term is not listening to the majority opinion in the science world. AVCT with its affimer programme will still be the best test around
For any medium to long term holder this is a great RNS derisking the diagnostic programme and providing the basis for multiple revenue streams through 2021 and beyond. Buy the dips as the traders have their fun
Aiming to get the test into Mass Spec labs in the next month. Interesting
Encouraging start but the big moves will be next year with the publication of the JORC and the movement to a more liquid exchange
Unless I am missing something an AVCT LFD which can detect infectious people whether asymptotic or not would get Boris and anyone else who is isolating back to work pending another test 3 days later to confirm the first negative test. As the article points out Track and Trace condemns tens of thousands of people many in key jobs to an unnecessary 14 day quarantine that could be avoided with an accurate POC test. No wonder AVCT will sell all they can produce if they can get it right. Having said that getting Boris out of the way for 14 days maybe no bad thing!
Many thanks for the explanation as to why arbitrage doesn’t work with I3E
Rig now on site and the drilling is planned to start tomorrow. I think I read somewhere that drilling was planned to take 2 to 3 weeks with initial findings to be announced shortly after that
We again seem to be fixated with the UK market. This is one of those rare occasions when there is immediate access to a global market with the right product. Al has repeatedly said we will sell everything we make which is why building up manufacturing capacity worldwide in tandem with tech transfer has been the priority over the last few months. Failure to be included in the 6 for a product which hasn’t started clinical validation may well lead to a response from the gloom and doom merchants but not those who can see the bigger picture
He may elaborate on the new test that will become available from December 2nd. He will certainly be pressed on what will be different from that date to make the 4 week lockdown worthwhile
https://uk.reuters.com/article/us-health-coronavirus-britain-johnson-idUKKBN27K1L5
New tests rolled out after December 2nd. Could it be us !!!
https://t.co/yPJIQsR3jv?amp=1
Interesting comments from her
Boris updating MP’s in the Commons shortly. Someone read his speech ??
Refused authorisation for its antigen test, deemed not a priority. Cytiva even more likely now to prioritise its partnership with AVCT
If anything Alistair’s comments have been understated in the past which is why some of his quotes in the Sharebuyers article stood out so much:
- Avct in a position to shape the future of medicine
- Avct WILL become a multi billion dollar life science company
These are highly ambitious statements that are almost out of character and would only have been made if he was 100% confident of a LFD outcome and ultimately the whole affimer programme.
Never known Alastair to be so bullish in the Sharebuyers article published today. He knows the positive news flow in the next few days and weeks and investors are responding accordingly. If he is so optimistic about AVCT becoming a multi billion dollar company why shouldn’t we be and is the dollar rather than the pound a nod to a NASDAQ entry next year?
This bit was new to me. The app is to be launched at the same time as the LFD. Another reason to take their time before launch as we all know some of the potential difficulties that that could involve. A very reassuring Q and A
Can’t remember the exact number but GB did talk about needing to order millions of affimers to meet the potential orders but maybe that was for his breathalyser which is still undergoing trials. Another revenue stream anyway