Member Info for Matml74

Market manipulation at it’s finest. Can’t believe anyone fell for that ****e. Plenty large buys! FCA investigate...... not a chance!

Thanks.

AgentB, What page is that on in the annual report. Have been through the diagnostics part of the report and can't find it. Cheers.

Scardey, All of the contracts to GAD/ODX and the outstanding ones were all put in place after DC left so I think that highly unlikely and someone has got the project to this stage. There is a multi billion pound contract up for grabs here. Yes the UK bureaucracy (DHSC in this case) is slow, frustrating and actually a ****ing huge waste of all of our money, but if AS can pull off this contract it makes Avacta.

Matt, they are all very reasonable assumptions. There are tens of millions of people worldwide who can’t have the vaccine for various reasons and hundreds of millions more who will choose not to. Then there is the % of the population where the vaccine is not effective! I read a paper last night that showed a weak sars cov-2 antibody response for kidney transplant patients after mRNA vaccination. This is one example. 1.2m treatments per year if viewed on a worldwide basis will be soaked up very easily and for a very long time! The key here is not demand IMO but replicating the P2 dataset.

Agree Mark. First time I have seen people on SLP board try this. Don't know why you would bother really considering the fundamentals here. The Rh price is back to Q3 levels where SLP had record profits, so this is not the reason for SP drop despite what some might want to make you think. Rh has dropped back off it's high's each quarter and then consolidated and moved higher. The move in China yesterday to try and dampen commodity prices maybe scared a few but as you say Pt/Pd steady and gold even pushing towards $1900.

Agree totally Poirot. This is the second innova promotional piece in two months. They are pushing for new business now the UK gov money has dried up.

"They clearly have a quality product but need a strong individual to push manufacturing and supply"

They recruited heavily in this area in February and their new head of commercialisation is a very experienced individual so hopefully we will see this over the coming months.

Oak,

They have been targeting mid year for manufacturing to start. In my mind there are a couple of possible scenarios which will enable the company to start manufacturing the drug at risk, but with confidence of forthcoming approval.

1. Activ-2 progression enabling EUA discussions with the FDA.
2. Addition to the EMA short list

These are both near term events which would give the company the impetus to begin their manufacturing towards their 100k/month targets.

We also don't know where we stand with MHRA and either of the above bits of news might trigger an EUA discussion with them and potential pre-order.

Getting there Mike. I expect they will be aiming for approval by October to ensure the winter stockpiling business.

Seriously? I suggest you go and read their annual report and subsequent Quarterlies.

Paper on using INF I as a biomarker for severe disease as INF I underexpression is correlated with severe disease.

“The dysregulation of pulmonary responses, including decreased TH17 cells (and CD8+ T cells [10]) and IFN-I (the latter is associated with impaired TLR7 and TLR8 expres- sion), and the elevation of IgA, MMPs, MUC1, hyaluronic acid, and PAI-I (as well as my- eloid cells [4,5,10]), is correlated with the disease severity (see more discussion in Figure 3). Amongst the above-mentioned factors, IFN-I and PAI-1 are dysregulated in older age, male gender, and preexisting diseases that are associated with increased risk to develop severe disease, and we propose the underexpression of IFN-I (and TLR7/TLR8) and the hypersecretion of PAI-1 as potential biomarkers to predict the susceptibility to severe COVID-19 (and maybe also other lung infections).”

https://res.mdpi.com/d_attachment/viruses/viruses-13-00957/article_deploy/viruses-13-00957.pdf”

just gone into auction

Then Tikevah at 3.6% as next II.

UBS had 5% as per last BT terminal I saw.

It appears the sell of was impatient PI's not wanting to wait until H2 for the P3 results as the II's appear to not have reduced their holdings at all.

https://twitter.com/ArmadaleCapital/status/1395343091658379270

There are many ways to try and work out the value of a company but as far as I am aware that ain't one of them.

Field evaluation - https://www.medrxiv.org/content/10.1101/2020.10.16.20214189v1

"1367 and 208 subjects were enrolled in Utrecht and Aruba, respectively. SARS-CoV-2 prevalence, based on RT-qPCR, was 10.2% (n=139) and 30.3% (n=63) in Utrecht and Aruba respectively. Specificity of the Panbio™ COVID-19 Ag Rapid Test was 100% (95%CI: 99.7-100%) in both settings. Test sensitivity was 72.6% (95%CI: 64.5-79.9%) in the Netherlands and 81.0% (95% CI: 69.0–89.8%) in Aruba. Probability of false negative results was associated with RT-qPCR Ct-values, but not with duration of symptoms. Restricting RT-qPCR test positivity to Ct-values <32 yielded test sensitivities of 95.2% (95%CI: 89.3-98.5%) in the Netherlands and 98.0% (95%CI: 89.2–99.95%) in Aruba."

Jaffoon,

Regarding the following statement. “If this is correct could it be a clue as to why the recent SNG results were not as dramatic as envisaged ?”

The problem with the home trial is that not enough people got sick enough to test the drug not that the drug didn’t work. Only 2 people in the whole trial went to hospital both placebo. In fact, in breathless patients in the P2 trial the drug has shown a 3x (statistically significant aka dramatic) improvement.

Regarding the nature paper this is at the cellular level for a a particular cell type. The paper is suggesting that pre treatment with INF B of this cell blocks infection whereas post infection it doesn’t have the same effect. If we think of this in infected Covid patients whilst there is infection not all cells will be infected. So INF B treatment even after Covid infection will still provide this benefit to uninfected cells. We know that Covid is not just a lung infection and it eventually infects most organs so this may be why the P2 hospital results were better than expected.

IMO this finding/paper supports both early and later use of INF B.