Member Info for marik

Amazing. Very happy to read this.

I would see sales in the region of £4-6Bn per year starting end of 2022. Assume that stockpiling continues till 2027 to 2028 (both for future pandemics and current use) anyone buying the company I would assume would take this into account. End of 2028 potential sales from covid would be approx. £20-30Bn. (Note. the £4-6Bn from finnCap is conservative).

Anyone buying would have the potential to run phase 3 COPD and push for broad anti-viral stock-piling. The market size for COPD is substantial and considering the current treatments, SNG001 should take a good share possibly first line. Total sales in the next 10 years would be somewhere between £45-55Bn. As most of the heavy lifting has been done on phase 3 covid and phase COPD, I would assume it would be quite a good acquisition.

Acquisition of Synairgen I would see as:

1. <£4Bn very cheap (£20/s)
2. £4-8Bn cheap (£30/s)
3. £8-12Bn reasonable (£50/s)
4. £12-18Bn good (£75/s)

Obviously whoever acquires Synairgen would have a fair amount of work still to do. If they leave it for 5 years, I think a big chunk of the opportunity will have gone for acquirer (and quite a bit in the coffers for Synairgen). However, if they buy it by the end of this year, it would make the most sense.

GLA

"Spring 2020. Then 2021"

Now I get the comment, it was Al's previous comments that it was referring to. I was under the impression we were talking about antibody replacement for the LFT test this year.

Aye that it does @Doc. It's good to refresh some old topics and this one is the peoples favourite.

"quality of the readout"

@ndn, I know, you've said it before *many* times.

@Brand finally someone talking sense. I have it at £12-18B but am happy with it higher.

When did Al say mid-summer?

@sperenza as always.

@MrRipley, no one was directing the question at you or anyone else. The question to PL75 is an innocuous and is in relation to his comment. I've assumed you were friends because you've responded on his behalf. Clearly it's upset you and a few others, I'm sorry you feel that way. The same goes to anyone else reading, please don't take the comments as personal.

If I've made comments about the LFT antibody replacement that you disagree with, then let me know, I'm happy to talk it through with you. However, if you think it's ramping I will have to question why. It's a natural flow of conversation.

In any case. Let's get back to what we came here to discuss. Avacta.

GL

That's very important, thankfully the Biden admin. has taken this seriously. There is a strong drive for these tests in the US, which is testament to the need for them in the long term.

It was a polite question to PL75 it's all very nice and easy. Here it is again:

"@PL75, seems TL the person whose answers you are relying on in his own words has "no idea". Happy to hear your standing on this as you seem to have a lot to say on the subject?"

MrRipley, I appreciate you are friends with all the people above, last time I checked you don't own the LSE. If you do, let me know and we can talk.

@ndn,

rxdav just found you out having answered from your coolfree account. Adding 30% to it won't change much.

Thanks for your concern @BitL I was responding to a comment made to me by PL75. It's a perfectly legitimate and polite question?

ATB

"TL has given an answer - mid summer. Oh dear."

@PL75, seems TL the person whose answers you are relying on in his own words has "no idea". Happy to hear your standing on this as you seem to have a lot to say on the subject?

It's like Spartacus in here. Are there others?

Oh dear. Coolfree = NDN.

I gave you clue to help you. Even offered to hear why you thought it was ramping. You now say you don't "have no idea" and transpires you have no clue about lateral flow test development. However, you were eager to accuse me of making the numbers up.

Don't worry about it. Let's leave it here.

It was a basic question about lateral flow test development: how to confirm suitable antibody pairs and might help you to the numbers. It's okay if you don't know that either, I prefer not to spoon feed you.

GL

oops