Member Info for Muck165

Yep - should note as well that some of these listings are for multiple positions. So they’re not, for example, looking for one quality control or production operatives, but a “number” of them.

I noticed that Abingdon LinkedIn posts were being liked by a company called Cubed Talent Management. Here are some ads Cubed have placed just in the last couple of weeks, all of which I think have a very good chance of being with Abingdon. If they are, then Abingdon are clearly building scaled up warehousing, production, quality mgmt and reg affairs, IT etc, and must clearly think they’re going to need all that to make and distribute a test for someone.

tps://jobs.cubedresourcing.co.uk/vacancies/2277/production-laboratory-technician.html

https://jobs.cubedresourcing.co.uk/vacancies/2275/head-of-qara.html

https://jobs.cubedresourcing.co.uk/vacancies/2208/technical-manager.html

https://jobs.cubedresourcing.co.uk/vacancies/1906/quality-control-officers.html

https://jobs.cubedresourcing.co.uk/vacancies/2221/project-manager-it-bias.html

https://jobs.cubedresourcing.co.uk/vacancies/1861/primary-production-operative--machine-operative.html

https://jobs.cubedresourcing.co.uk/vacancies/2045/production--assembly-operatives.html

https://jobs.cubedresourcing.co.uk/vacancies/2221/project-manager-it-bias.html

https://jobs.cubedresourcing.co.uk/vacancies/2245/weekends-production--assembly-operatives.html

https://jobs.cubedresourcing.co.uk/vacancies/2063/manufacturing-scheduler.html

https://jobs.cubedresourcing.co.uk/vacancies/2082/warehouse--flt-operative.html

No problem, but don’t think the article really says Vatic are the govts preferred test...

Pt2

The start-up has been trialling its technology at Edinburgh Airport and is working with Hearts Football Club on a test programme.

Dr Mona Kab Omir, chief technology officer at Vatic, said, “The more we can encourage and enable regular testing across the population - giving people clarity about whether they are infected, and, critically, infectious) - the quicker our lives will start to look more ‘normal’.”

Because Vatic’s test spots when cells are being infiltrated by coronavirus, it can also detect mutations with similar accuracy.

With the mutations, Mr Sheppard said vaccines would be “part of a trident of solutions with vaccines, testing and mask wearing and handwashing.”

For now, the test will be available for professional use, but could ultimately become a self-test.

Governments have been the biggest procurers of tests, but Mr Sheppard said he expected more companies would start buying test kits as the private sector took over. “It was important for us to do as much work in the UK as we could,” he said.

While the UK’s Test and Trace system has been criticised, it has now conducted more than 125 million tests and last week averaged 1.2 million tests per day.

There is a pipeline of trials to use the test in care homes, hotels and businesses.

At the moment, its tests are being made in the UK with the aim for 1 to 2 million tests per month by the end of summer, with a view to roll them out in the autumn. He said the company had to start on a “small scale” before opening into other markets.

“The need for these tests is enormous,” he said. “But this is a big opportunity to have a wide social impact and move really quickly.”

Pt1

The Government has backed a 15-minute test that uses only saliva to detect Covid-19 in the hope of speeding up economic recovery and reopening clubs and stadiums.

The test, created by Oxford start-up Vatic, does away with the invasive nasal swabs currently used in lateral flow tests, which are uncomfortable and particularly difficult with young children.

Vatic’s “KnowNow” test can detect coronavirus using only saliva by monitoring for when Covid spike proteins are present on the outside of cells.

“Every other test detects the nuclear protein at the centre of the cell,” said Alex Sheppard, chief executive of Vatic. “What we detect is the cell entry mechanism - the way it infects cells. This is the only way to delineate between infectious virus and non-infectious virus.”

The use of a saliva swab is also easier for schools than current tests. “A problem we have seen with the schools programme is that uptake of testing is challenging when it is uncomfortable to do,” he said. “It is not conducive to regular use.”

The test does not pick up viral fragments, meaning it will not react when a person only has dead Covid cells in their body. This could make it more accurate for use with an app for entering venues, since people who are not infectious would still be able to enter. Vatic is also working on a testing app to accompany its swab.

Last week, the test received a European CE mark and was registered with the UK’s Medicines and Healthcare products Regulatory Agency (MHRA). It received some funding through the Government's Innovate UK scheme. It is also taking part in clinical trials with 650 patients in the US and Brazil to reach FDA requirements for its test.

Mr Sheppard said new types of rapid tests could help with the safe re-opening of the economy.

I wonder....
https://www.telegraph.co.uk/technology/2021/04/03/government-backs-15-min-covid-test-reopen-clubs-sports-stadiums/amp/

Just to add that some of the recent listings are for multiple roles, ie they want a “number” of production lab technicians, quality control officers and machine operatives, not just one of each...

Some more highly likely ABDX vacancies being listed by Cubed just in this last week;

https://jobs.cubedresourcing.co.uk/vacancies/2277/production-laboratory-technician.html

https://jobs.cubedresourcing.co.uk/vacancies/2275/head-of-qara.html

https://jobs.cubedresourcing.co.uk/vacancies/2208/technical-manager.html

https://jobs.cubedresourcing.co.uk/vacancies/1906/quality-control-officers.html

https://jobs.cubedresourcing.co.uk/vacancies/2221/project-manager-it-bias.html

https://jobs.cubedresourcing.co.uk/vacancies/1861/primary-production-operative--machine-operative.html

Just to repeat my view that these are all very highly likely to be with ABDX given the description of the employer, their location, the job specs, and the fact that Cubed have been regularly liking ABDX LinkedIn posts.

If I’m right ( and I really am betting my shirt on it) then all of these (and those from last week) demonstrate real scale up of capacity and, of particular note, a beefing up in their regulatory affairs division through recruitment of a Head of Quality and Reg Affairs on £70kp/a.

I really can’t believe how under the radar we are....

For anyone wanting to read the DM article - https://www.dailymail.co.uk/sport/sportsnews/article-9430339/Football-rugby-talks-firms-20-vaccine-passports-allow-crowds-return.html

Sounds v positive to me and could explain the stockpiling as well as Colin Kings recent comment about exciting opportunities with ABC-19, “potentially as part of an immunity passport solution”

Latest FDA Virtual Town Hall event transcript -

https://www.fda.gov/media/147211/download

Always useful to read, but for ABDX purposes the question and answer on p14-15 is interesting, because the FDA is clearly looking at serology tests and how they can be used with vaccine response.

Watched the presentation;

Very clear that if you’ve had natural infection then just one vaccine dose is enough, so Abc19 seems very useful to see if people should have one jab or two. Good for efficient vaccine roll outs I would have thought?

Good to see the app!

Apologies if already posted.

https://www.gov.uk/government/news/government-reintroduces-confirmatory-pcr-testing

Would he have been particularly helpful in getting the ESIA approval before becoming dead wood?

Great news! Any thoughts on the Mahede leaving the board at this point in time?

Not looking good in the US - https://www.bbc.co.uk/news/world-us-canada-56572452

Nice we seem to be focussing effort in that geography....

Sona investors are expecting it to release its financials this week, and hoping for details of sales since they CE marked last year. Despite what I said earlier in this thread, any news over there might well be worth watching out for.

I’m sure this is likely to have already been posted, knowing the research quality of this board (if so apologies) - https://www.linkedin.com/company/british-in-vitro-diagnostics-association/posts/?feedView=all

Interesting because it describes next gen Ag LFT work (perhaps N and S protein?), has a chap from PA Consulting as the contact (so they are still heavily involved it seems), and the post has been liked by People at Ginolis, BBI. Doesn’t suggest demand for Ag LFT is going down - quite the opposite!

“Open call - BIVDA is helping to raise awareness of this call to UK manufacturers. (Please note the information here is abbreviated due to space limitations)
Next Generation Covid Antigen lateral flow test – Prototype Demonstrator Development
Phase 2. Development of a prototype demonstrator device for U.K. Government clinical evaluation

This programme, (Phase 2, Prototype Demonstrator Development) aims to optimise the antigen detection chemistry to provide a device(s) which meets the DHSC performance requirements to submit for Phase 2 Futility and laboratory sensitivity and specificity testing.

The final device may then be largely based on this prototype product to meet short term requirements and/or developed further into a next generation device to increase product performance through enhanced usability towards a true self-test device. The decision on which design to pursue will be made a later date depending on forecast of testing needs and the type of test for it to be deployed in at which point a further call(s) will be made.

For further details on the above and a detailed requirement specification please contact david.simson@paconsulting.com.”

GLA - re the lock ins...

Touchstone were regular investors into ABDX prior to the listing, and on listing were the only major shareholder to agree just a 3 month lock in (all the others were 12). That lock in expired on 15 March.

We were at a quid then, but have dropped slowly since.

Could Touchstone be the seller? Wouldn’t blame them for utilising liquidity and their agreement to a shorter lock in than others perhaps signalled their intention from the start.

Even if they are, I suppose it doesn’t explain the regular block selling prior to 15 March, unless it was possible for them to forward sell to the MM’s, particularly Singer?

Just on Singer, it’s noticeable that they regularly like ABDX LinkedIn posts. Not sure if that has any relevance, but others with more experience on here might!

Have to admit I’m quite excited by the potential here. Looks like a very solid business with fantastic markets (particularly with focus on the US), and the expertise and scale to serve them.

So confused about how under the radar we seem to be here..

-AVCT tie up, with their CE marking expected this week
-More manufacturing capacity than ODX, but half its MCAP
-1m unit sale of PCRD to a customer going through eua process for its Ag test, so potential for much more. Based on c£150 for 50 units, that’s a £3m order. Not insignificant, and surely to a larger player?
-ABC19 stockpiled, more talk of its use, and CK very recently saying there is an exciting opportunity for it.
Increased recruitment, warehousing etc in the last 2 weeks
Low free float and II lock ins
Other Ag manufacturing agreements
-Heavily promoted webinar next week, to detail the benefit of Abc19 with vaccine roll out
-Stuttering vaccine roll outs across the world
- on track with FDA approval and registrations with 30 other countries for Abc19

So am I missing something?

They’re heavily promoting this event, taking place on 1 April. I’m assuming this will present the results of wider studies as signposted in the 24/2 RNS.

Why would you stage a webinar, and promote it heavily, unless you only had good things to say?

It’s also worth highlighting this from CK at ODX during his recent Sharebuyers interview, which should I think be considered in light of all the talk about antibody tests playing a part in Goves potential “threedom” passport.

“There is also an exciting opportunity with the AbC-19 ™ COVID-19 Rapid Antibody Test (“AbC-19 ™”), which can be used to test the immune response from vaccines and natural infections, or as part of an immune passport. Solution. The UK RTC is on track to approve tests in the United States and more than 30 other countries, and we look forward to more news about these approvals.”