Member Info for Monkshood

It is the new(ish) CEO and the integration of Digital Decisions that makes me think that this could be a good longer term investment. It should be a very attractive package once the software is fully rolled out.
They also seem to be successful in moving into the space that Ascential vacated.

I had reached my limit having topped up just before the results. I am going to let it run now for a year as I think it will take this as a minimum to start to see the full benefits of the changes being implemented.
Very pleased with the reaction of the market so far.

I have also had my excess funds returned now.

The sampling method was neither stated nor relevant.
The results were just a comparison of rtPCR ct numbers and the ability to detect S1 proteins in these samples.
'Clinical samples' typically means in viral transport media, although this was not specified.

If you are wondering about tonight's FTSE rns -
After the secondary placing there are now more shares which are deemed 'tradable', the investability weighting for the company changes with regards the FTSE indexes so that trackers will need to hold slightly more.

Doze- They did not do rtPCR on the captured proteins this is done on a small amount of the sample run in parallel. You cannot do PCR on proteins you need RNA/DNA for this.
The only way this would be possible would be to pulldown intact virions first then do PCR on these - and this is not what they have done.

'what if giant turkeys rise up and take over the world'
That is a very random statement- have you been watching Zoo on Netflix!

Yep, straight down to the secondary placing price.... It is not like it was a capital raise and he still has a very significant holding so it should recover fairly quickly. This quarter will be poor but expecting a very strong rebound in the last quarter.

He got them away for 1280. It will be interesting to see what, if any effect it has on the price.

A very astutely timed secondary placing. It will be interesting to see what price he gets.
It is done when the price is up after the results but not so high that there is no room for some reasonable midterm profits for those picking them up.

Save it for a couple of weeks. By then they will have presented their results and it will be clear what the markets think.
It is hard to see that anything they say will change the longer term case but it may colour the short term movement.

It looks like the US is seeing a similar trend to us re -falling cases , the talk is also all about getting schools back means that things will quickly start to return to normal (ish) with regards school buses. Looking forward this should underpin sentiment even if some other aspects (eg transit) may take longer to recover.

Edison had been predicting debt higher, so perhaps I am being a bit tough on them.
' The performance on net debt was better than our modelling, with the group ending the year with net debt of £7.7m (Edison estimate £8.8m). '
They also say for parity with its peers the sp would need to be 54p.

TU was as expected. Moved back in to profit in H2.
Net debt has crept up a bit - I was hoping that they would have bounced back enough to have pegged this at H1 level. They had/have payments for their two acquisitions. They also have been busy reorganising things and developing new products. There could have been some unwinding of covid support as well. So, without more details it is hard to put this into context.
The key is that now they are back to profitability they are going to be in a good place going forward.
Initially, I I thought of this as a turn around covid recovery trade , the more I have looked into the company the more I think that it has the potential as a longer term investment.

My platform changed the annotation from open offer to 'open offer rejected line' (or I need new reading glasses).So what I originally assumed I was getting were the ones I did not...
Ended up with entitlement + 38% of this amount.

Spot the N501 in the semi conserved...

It was serendipity, but because one set of Thermos' primers to the S1 used the 69-70 as a binding site , they were able to follow progression of the B 1.1.7 (Kent) variant form early on.
There are variant in the other proteins including N (there is one in the N protein in B1.1.7). There are sites on S1 that have not changed and are the same as in Sars Cov so there is clearly very strong requirement for conservation at these sites .
The point is that the potential for mutation at all sites is not equal. It is a matter of choosing your binding sites wisely...

''In the case of SARS-CoV binding to hACE2, structural work identified 14 positions in RBD that are key for that binding: T402, R426,Y436,Y440, Y442, L472, N473, Y475, N479, Y484, T486, T487, G488 and Y491 Analysis of the 144 SARS-CoV-2 genome sequences, done by Walls and co-workers, revealed that 8 out of these 14 positions are strictly conserved, whereas the other 6; R426, Y442, L472, N479, Y484 and T487 (in SARS-CoV) are (semi)conservatively substituted with N439, L455, F486, Q493, Q498 and N501, respectively (in SARS-CoV-2) ''

It is possible that freezing could affect secondary /tertiary protein structure. They have not released enough information to know if this would impact on the two binding sites.
It is easy to test before/after freezing (it is one of the first things I would check if freezing samples), so I think that if the companies felt this was an issue they would flag it.
S1 should 'wet ' very easily due to all of the sugar groups on it.
If the method requires just adding buffer and sampling from this then any loss of spikes should not matter. The only time it would is if there is any step to enrich for intact virions such as a filtration step or a centrifugation step where smaller more soluble component would be lost. I don't think that either of these are being used though.
Analysis is always easy with pure standards - it is when you start using real samples that things get a lot more tricky.
With PCR they are doing a type of a affinity purification using magnetic beads and then amplifying the signal. This is more akin to BAMS although there is no amplification step with this.

Doze, why do you say that S1 will not go through a freeze cycle?

From Bloomberg- The U.S. Centers for Disease Control and Prevention will present a plan tomorrow to help U.S. schools open despite coronavirus.
It is this and the infection rate in Morocco and Spain that ultimately matter to Nex.
Interestingly Spain are saying that if you are under 55 and have had covid you will not get the vaccine for six months. This strategy will help get thing running quicker even with lower vaccination rates.
In Morocco the rate has fallen quickly and is now quite low. It will be a while before their tourist passengers pick up though.

The rule of inverse share price to broker rating....
today -BERENBERG RAISES NATIONAL EXPRESS PRICE TARGET TO 360 (280) PENCE - 'BUY'

Going by Joboys ratio compared to mine they do seem to have scaled it according to holding size.