Member Info for Muck165

Nice little snippet - “ We also have the space because we have 17 acres to do a lot of lateral flow volume testing and that is high on the Government's agenda and we are very keen to support that."

Thanks for that Luke - appreciated.

Behind a paywall but this “exclusive” telegraph piece looks interesting.

https://www.telegraph.co.uk/football/2021/02/23/government-considers-vaccine-passport-lateral-flow-test-pilots/

Apologies if this is somewhat ignorant or been discussed before.

Our application, made on 6/7/20, remains in the application stage, but 2 others made 2/3 months later by Tanzagraphite for neighbouring mines have been recommended. Is this because those applications were better made, or is it perhaps something about their being better connected with authorities in Tanzania.

Am not really concerned but if anyone could help me understand I'd appreciate it.

Thanks in advance

Isn’t the wide spread due in part to the fact that we only have three market makers? By comparison I think AVCT and ODX have 8 or 9

@ RMfatGB - took my numbers from https://explore-education-statistics.service.gov.uk/find-statistics/school-pupils-and-their-characteristics

Scroll down and expand the “pupil numbers” by clicking the +.

There are about 9m kids in school, but just over half a primary.

https://www.chemistanddruggist.co.uk/news/gphc-reviews-its-position-sale-covid-19-rapid-antibody-tests?utm_content=155036851&utm_medium=social&utm_source=twitter&hss_channel=tw-2194239800

Great news for our stockpile...hopefully!

Latest figures for 2020 show 3.41m kids in state secondary schools, and about another 500k in Independents.

https://www.bbc.co.uk/news/education-56153751

Haven’t been able to follow today so sorry if posted. But looks like a lot of tests to me...

Interesting there’s no correction to the claim of results in 5-10 mins.....

Apologies, looks like a one off payment not weekly. Still, show focus on TEST, trace and isolate.

https://www.tomorrowspapers.co.uk/

Unsurprisingly, all about when different aspects of life will return to “normal”. Reading between the lines the overall approach looks pretty cautious, with lockdown restrictions expected to last until the summer.

No “testing” headlines, but interesting to see the Times talking about the introduction of a £500 weekly payment to those isolating following a positive test.

Love it!

Yep, which was when I posted it.

Agree completely, and choices are our own. I go for the one that develops and owns IP for a test rather than the one who puts it together according to a manual.

Best of luck to all holders.

So some weird replies....! Can anyone help with my question? I suppose I’m just assuming the DHSC wouldn’t have picked the 4 companies they did without reason, and that there was some basis for wanting a comparison study done in the first place.

Am just wondering if the recent Ab test comparison report, published last week, was commissioned by the DHSC as part of a competitive tender exercise. Does anyone know and, if so, does anyone know what the specific use case behind the tender is (ie surveillance, mass screening, at home testing etc)?

Apologies if this has already been asked and GLA

Having a stock pile to sell on demand is great, assuming there is demand. The RTC clearly thinks there will be, and certainly ABDX continue to actively promote why.

But it seem to me the question about what type of Ab test will be useful is still being debated, and indeed it may be that different types of Ab test are more useful to meet different use cases. This was essentially what the recent PHE commissioned comparison of 4 tests found (of which ABC-19 was one), with both our test and Surescreen being most specific to IgG, and ours most accurate overall. Interestingly, that paper commented that high specificity is likely the most important measure when using tests for individual purposes rather than mass screening.

ABC-19 target the S protein rather than the N protein (unlike many other Ab tests), which is important because the N protein isn’t found in most vaccines. So on the face of it, ABC-19 seems to me to be in the right ball park.

https://www.imperial.ac.uk/news/215033/covid-19-vaccine-qa-latest-news-antibody/

Let’s face it, would be great if we start making massive amounts of Ag test to order now, whilst at the same time are able to sell stockpiles of ABC-19.

Ramping up rapid testing

https://www.thelocal.de/20210216/explained-how-germany-will-change-covid-19-strategy-and-ramp-up-testing

Glad we’ll have the CE mark and would be great to get any news on manufacturing expansion domestically and globally.

The current SP here is a bit surprising.

Both we and ODX are manufacturers, with I think similar current capacity. Both companies will therefore max profit buy selling 100% of what they can make, at the greatest margin.

ODX will, it seems, be making 2m AG tests per month for the govt, using loaned equipment. That’s max capacity, but at what I suspect will be low margins.

We on the other hand haven’t been named as a govt AG contract supplier, which is somewhat confusing given our presence in the U.K. market and that we led the RTC. Similar could be said for BBI. But of course both we and BBI are AVCT partners, and it appears that AVCT may well be the holy grail test, which we will make to the max of our available capacity and, crucially, at commercial margins.

Then there’s the ABC-19 test, which I think we will derive more benefit from than ODX given that its our test, with ODX simply being a contracted manufacturer.

So, even recognising the other irons in the fire both companies have, our current mcap of £93m seems very low when compared to the £160m at ODX.

The GLP, the seller, and the lower current govt enthusiasm for ABC-19 have kept us down I think. But if the stories in the HP about AVCT are true, and the seller is out (as some think), then I see little reason why our mcap shouldn’t be at least equivalent to ODX.

Add to that our very significant expansion plans and the current SP seems a bit of a joke.

Just my musings - GLA (both here, ODX and AVCT)