Member Info for Matml74

Albert, It is pretty easy to download all the trades for the day and re-sort the trade times to work out whether the late trades are buys or sells. I do this occasionally if there is downward movement on the SP just to see if there is a large seller in the background. More often than not the large buys/sells are in the 50:50 range. Back in December though when there was large downward pressure there was large buying in the background which turned out to be Polar increasing by 5 million shares.

Over the past month though volume has been tiny and on the odd occasion I have looked buys and sells/buys pretty much are 50:50.

SuperAl, that is Morningstar and looks like old data as Polar bought those 5 million back in December.

Partnerships like these clearly show why it was important Avacta didn't rush out an inferior LFD. Prove up the technology by ensuring you develop the most sensitive and specific Sars-Cov-2 LFD's available.

It has been a long wait but what will follow will be immense!

Take a look at Werfren's 2019 annual report. This is a serious player with over a billion euros in sales in the IVD market in 2019. The report is a good read and shown affirmers and the diagnostic arm going from strength to strength.

The LFD will come in the next few weeks. I am surprised anyone is still trying to deramp that because of some minnow's interim results. Molgoic/GAD (Boris's chums) is where manufacturing is 'immediately accessible'.

https://werfen.com/sites/default/files/annual-report/2019/index-new.html

Great interview. Thanks for sharing that.

Thanks for this Jvtech. So stifel calc £36m profit on £100m lfd revenue in 2021 yet we know there is an £8 tender for lfd’s just for UK giv and the UK gov has recently spent £2.5 billion on innova tests.

I think they might be slightly out In their calls!

I highly doubt many will watch this but for those wanting to understand the interferon response and relevance to coronaviruses here is a video high on science.

https://www.youtube.com/watch?v=hHGJ6krJ59w

Spot on Eric. Can come any day now. What is apparent is that everything is lining up for April roll out to coincide with the latest gov tender.

“Who am I - I am a banker not a builder and I am very thankful for the money GGP has made me but the difference is that I knew when to get out. ”

I have heard it all now. So you have sold out but you spend all weekend trying to talk down a share on a bulletin board aaaaand your a banker.

The bankers I know certainly don’t spend their time doing that! Hopefully you haven’t sucked too many into believing your bull****!

More science .....

https://www.nature.com/articles/s41392-021-00526-2

“ The concentration of interferon-a (IFN-a) in the serum of patients with COVID-19 increased significantly compared with that of the controls in an additional cohort of 215 patients with COVID-19 and 106 controls, further suggesting the important role of the IFN-I pathway in the immune response of COVID-19.”

“IFN-I is crucial for promoting antiviral defenses through the induction of antiviral effectors.33 The production of the multifunctional cytokines IFN-I (IFN-a and IFN-ß) is one of the earliest innate responses induced by viral infections.33,34,35,36,37 MAPK pathways have roles in IFN-I production, viral replication, mucus production, and T cell responses, all of which are important processes in infection airway disease.38 We found the serum IFN-a levels of patients with COVID-19 are higher than that of normal controls, and the highest elevation was found in moderate and mild patients, which may suggest that an increase of IFN-a in the blood is beneficial for killing SARS-CoV-2.”

Kenneth,

I would suggest getting your information around interferons from scientific papers rather than twitter!

That post probably relates to the WHO solidarity trial.

HC, regarding interferon talk there’s has been new scientific papers out on interferons and their role in Sars 2 covid everyday day this week and most days last week and the week before that and the week before that. If you look further than twitter the scientific community is talking plenty about interferons and covid. It might not impact the SP but for more it underpins my investment in SNG more than a twitter exchange.

Covid cases are actually rising again worldwide so there is a long way to run yet.

Yep you don't need to do two P3 hospital trials.

Not too much longer to wait Hew!

Its old news. Morningstar always behind the times.

https://www.ft.com/content/fba558ff-94a5-4c6c-b848-c8fd91b13c16?segmentId=c841d669-8dab-e460-26f0-30ea79c2a1d0

SNG will help deal with the respiratory ones!

Valuation will come down to orders for stockpiling in preparation for next winter. If the P3 proves efficacious for hospitalised patients most western economies will ensure they have adequate supply for next few winter in case of a big resurgence in cases. Most health authorities are expecting and will be preparing for this despite current vaccination. If the home trial proves a success in the UK/US and there is statistically significant evidence of reduction in long covid from any of the trials then there is large potential here for future home use for both sympotmatic and asymptomatic cases. That is where the bull case becomes feasible.

The message however is clear however. Covid is now endemic. It's mutations are effective at getting around current vaccinations and MABS and hence there will always be a need for treatments and reworking of vaccines to ensure what happened in 2020/21 does not happen again.

That’s why most European biotech stocks move across to the Nasdaq.

Nice one Scinv. All very positive.

relevance?