Member Info for Mars1

46000 tests are for Mologic in Cambridge they are Elisa tests, and only part of the plant facility cause they produce the food tolorence tests. the Poc tests are manufactured in Alva capacity previously was 100000 a week. But they have been up scaling

Lot of overthinking on L&G sells. All other holdings values in the portfolio have significantly reduced. Whereas ODX value has for them is potentially up 400%. Portfolio will now be overweight ODX every time price rises they will have to rebalance portfolio.

PS don’t like foxes they don’t just kill one chicken and come back they will kill them all in one go

Cannot afford to sell shares when they sell 500000 HIV tests.

Is now in the RNS list on lse just no red dot

Really? In the last 6 months we have had Nigeria HIV test and China food tolerance test and they are une the cue before Mologic and HMG

One thing for sure the Mologic deal is not priced in yet.

https://www.google.co.uk/amp/s/www.bbc.co.uk/news/amp/uk-52390970

Is to be discussed on itv peston at 10.45 now

Govt is committed to building an infrastructure in the UK to cope with current and future pandemics. ODX as part of the current task force seems to be part of those plans. As a result GB will be buying British.

This was from alwayznow earlier...... had a thought it was a bit odd the BBC doing this off the cuff. Is it possible it is govt coordinated for an announcement due this weekend.
Just seen BBI Solutions tweet this:

BBI Solutions
@bbi_solutions
·
49m
NEWSFLASH?? - The BBC visited our Crumlin HQ and spoke to our Group CEO, Dr Mario Gualano, about BBI Solutions critical work as part of the UK Rapid Test Consortium. Watch the interview on BBC Regional Wales News, Friday 24th April and the Sunday Politics Show, 26th April #UKRTC

Why testing matters
https://www.google.co.uk/amp/s/www.bbc.co.uk/news/amp/health-51943612

the Herald stated in an article that Mologic was worth £15m to £30m in revenue now this is interesting as it is a Scottish journal so one would expect good coms with a Scottish company. The co only has a NAV of £50m and has plenty of other irons and contracts on the go.

Do not think Mologic is priced in so wrong starting point before get to design freeze

The one for home use being developed by ODX will be based on HIV blood test not a pregnancy test

LFIA tests are more akin to pregnancy tests whereas HIV tests tend to use MICT probably why We have govt funding it will be a blood sample that will be used. One being developed for home use is not commercially available so would not have been compared against Elisa.

Hi the 46k daily production is in the Cambridge unit where they manufacture Elisa kits.

Uncrown not 46k a week it is 46k a day

Sweden’s infections has just gone through the stratosphere catch up

Dan also said in the interview that to date it had been a highly technical process