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Chuggley - Thanks for digging this up. It does take into account increases in capacity at different utilisation models.

As things stand i think my expected scenario should be underpinned pretty quickly, and then the completion of the Antigen tests can add substantial value on top. My hope is we can get over 2m plus and exceed the top end. This is just valuation based on earnings, we should see a premium on top for UK RTC IMO.

Isn't the limiting factor that under the MOU the government have first dibs on supply. It's a clear message, MOU runs out in about 2 weeks. Gov order comes in this time. Gov wants x million over y period of time which is z % of capacity, then excess sold elsewhere. I imagine the order book will be off the chart on self test approval. CK mentioned it in the presentation that a UK government approved product would be in demand. Will get fast tracked through any other local approvals.

So much evidence out there this is like catch hing a killer in the act now. My worry is we should be more ambitious with capacity. Get that other site up and running. Get the existing one running 24/7. Make them and they will sell.

Nice one Safy! Cannot wait to see what they have achieved by end of the year.

2 weeks max before UK RTC supply agreement is in place. The Mologic test should be very quickly shipped around the globe too. If we can get the Elisa Antigen tests up and running and maximise the capacity there that could help tackle a lot of testing capacity shortfall problems.

Safy - everything doesn't have to go to plan to be really good for us, only about a fifth of what is planned for really good. Everything goes to plan, really good will be a massive understatement.

So much quality information out there to piece this together. All about timing.

Only 10% of our testing capacity and therefore revenues is committed to Government. Government order bigger we win, otherwise we sell more of the more profitable Mologic tests. It's win if we get a bigger gov order and it's win if we don't.

Good find by someone on twitter. Very interesting to hear the ABC-19 test is benefiting from Oxford's vaccine trials, using the same antigens. This is important for vaccine efficacy measurement through antibody testing. Dual purpose, test for previous infection and test of vaccine success.

“Have I been
exposed to the
virus in the past?”
“Have I been
successfully
been vaccinated
against the
virus?”

https://www.suresignprofessional.com/AbC-19.pdf

This is encouraging, this suggests to me that it could be more worthwhile than i thought doing mass antibody testing now as appose to 3 months down the line. Getting 1/5 of Londoners back to work would be a huge boost for the economy.

Per the Fincapp report they were looking at an additional facility in Dundee. Sop there must be another delivery of machines expected for the new site. It was £1.1m to get to £500k and then another £1.9m to get to 1m, so that must be just a third of the investment in that twitter picture.

This comment was in the Fundraise prospectus, confirming that a formal agreement will be in palce before the expiry of the MOU.

"The MOU is for an initial period of six months, during which the parties committed to setting a time limit for post-MOU negotiations. Under the MOU, the Parties agreed to collaborate to utilise their combined lateral flow test design and manufacturing expertise to optimise the design for potential accelerated scale-up to manufacturing of the COVID-19 Rapid Test"

They have done their very best to spell it out in all the communications from Omega and those of the consortium. It is clear as it can be.

This is not something that might happen, this is already happening. They are already in production for mass testing.

https://www.biodot.com/abingdon-health-antibody-test-manufacturing/

Quite simple, there will be a supply agreement in excess of 200k units per week, and they will be supplying to UK Gov and overseas for a bigger margin. It's only a matter of time and it will exceed the markets expectations.

They have the clinical data and the in field study was done over 2 weeks ago now.... the usability study should just be checking people aren't killing themselves with it and can drop a bit of blood into a hole, it shouldn't need too much time to review the results. It's absolutely being held back IMO

In the next calendar year, they will make more profit than the current MCAP once everything is up and running. Easy money to be made by holding. UK RTC is not the only big piece of news we are waiting on.

Can sum up the video in a sentence, save watching it.....

"ODX is going to be a cash cow delivering millions of tests at high margin into several markets with a product portfolio adaptable to demand".

But i really don't see these restrictions curbing the infection rate.

Should stabilize wider markets, but also drive home covid is long term and needs medical science to get us out of it

Doesn't seem to be much changing other than another statement that antibodies relates to immunity