Member Info for Mars1

Roughly 900k buys and 390k sells price is lower most pharma seem to be lower generally but sp does not reflect today’s activity although so slow. Even with the mystery buyer price drifting, corporate or pi, U.K. or overseas? If overseas more like corporate?

We have finished lambing. Trading day 3 so either a miscreant U.K. investor or an overseas investor with one day left to report the 18m trade.

Discussions still at 22nd Dec, for NXP002 in Asia in the half yearly report, so the deal is still a possibility, the fact it has changed from negotiations suggests the price has been agreed and it is other issues that are being resolved.

We know care homes and their visitors are testing, schools and parents are testing, workplaces are also testing, there is not a huge gap the unemployed, and the retired. So loads of tests required. When venues open and sport entertainment start it will grow.

The only company in both the antibody and antigen rapid test consortiums

From the Guardian article “ Two other Israeli measures were also highlighted by Bauld. Antibody tests – which will show if a person has Covid antibodies either from a vaccine or a previous infection – allow international travellers arriving in Israel to avoid quarantine. ”

Just ordered my free antigen tests
https://www.gov.uk/order-coronavirus-rapid-lateral-flow-tests

It will be interesting to see if that is a top up of a holding just below 3%, or just a straight buy from a zero holding. Looking at previous deals by Kissei they do like to take a holding in their contracting partners business.

This looks interesting lower nasal swab antigen test made in the U.K.
https://ukwholesales.co.uk/?utm_term=uk%20wholesales&utm_source=google&utm_medium=cpc&gclid=EAIaIQobChMImtDrpfjr7wIVB7LtCh1FzgKDEAAYASAAEgJQgfD_BwE

PS or both

CK said they were making all tests in his Q&A wonder if the Visitect Antigen had a ODX wrapper or NHS wrapper

Credit is due for taking every opportunity

Not a question of qualifying for the grant, these are competitive and competition is fierce so if a grant is awarded it is a bonus.

Despite the sells the bid is steady, so is an order being filled?

ODX will have millions of tests per week and it will not be enough

The new shares in issue following the placing will be 591,609,368, 3% is 17,748,281

Wonder how much is significant, from the Oxilio RNS ; “ · Should Oxilio exercise the option, Nuformix will licence its patent estate and know-how on NXP001 in return for a significant upfront payment and additional development milestones ”
NAV at this level is £12m and Oxilio is just a sideline (although not for them) and will add crucial cancer treatments.

Hard to believe price can go south with such a contract in the background. 2m tests a week next week.

Agreed whatever comes is a bonus and development and marketing a new product will take time although if they outsource manufacture it would speed the process up using an established co.

NFX do not have to change their strategy it is Ebers responsibility to design the product from the cannabinoid and market it, NFX role is now passive