Member Info for Muck165

Agree benbenbenben (what’s your name again?)

Abingdon and Omega would both be great partners. I’ve also seen comment on Sona chat forums about the potential for them to use Abingdon. And whilst on Sona, notice they are down some way again today even though they’re expecting field test results tomorrow, and apparently EUA approval Friday or Monday. Doesn’t smack of market confidence in a so called AVCT competitor.

https://www.ons.gov.uk/peoplepopulationandcommunity/healthandsocialcare/conditionsanddiseases/bulletins/coronaviruscovid19infectionsurveypilot/englandandwales14august2020#test-sensitivity-and-specificity

It won’t be the ODX antigen test. For what it’s worth, I think that this new govt ramp up in testing will include rapid antigen (AVCT) and rapid antibody (UK-Rtc)

https://twitter.com/BigBiteNow/status/1296007092743151616

LFT in Condor, and at a stage where procurement conversations will be happening (and may indeed be at an advanced stage)
LSTM collaboration to expedite clinical validation, remembering of course that AVCT have been working with LSTM for a while
BBI appointed - excellent manufacturing partner with additional Novarum offering
“Leak” that BBI are assisting Avacta with govt contracts
Mass ramp up of rapid saliva testing reported by BBC, and by Han****
A “very good” test with very high demand expected
US crying out for rapid tests

And then there’s BAMS and many other strings to the bow.

Give me one of molecatchers “I love Avacta” t-shirts!

https://www.bbc.co.uk/news/health-53806117

Posted just for info.

https://www.the-scientist.com/news-opinion/the-push-to-deploy-at-home-antigen-tests-for-covid-19-67831

A very interesting interview with Ex FDA chief, Scott Gottlieb, which I think is new (apologies if not). Sounds very enthusiastic about LFT’s due to come out very soon

https://www.youtube.com/watch?v=3V7KcRc3NW8

Thought this was a useful site to see what else is out there..

https://chs.asu.edu/diagnostics-commons/testing-commons

Also interesting that if you apply filters to search for a self administered saliva based LFT then only one name comes up....

Still can’t buy anything but can sell everything. Can only think a big buy order Is being worked through and the MMs need shares to fill it. They’re not getting mine - I think when Miton are out this may well pop.

D2C I think, and no, M19 cannot market another Antigen test.

If I remember correctly from the Condor programme work flows, and where our tests currently sit within them, it is highly likely that govt procurement discussions are already underway

Just on the trading history tab - on reflection and looking at the prices, may not all be buys...

13-Aug-20 16:36:53 147.65 250,000 Buy* 369.13k O
13-Aug-20 16:27:36 144.738 66,000 Buy* 95.53k O
13-Aug-20 16:43:13 147.50 67,458 Buy* 99.50k O
13-Aug-20 15:46:47 145.00 40,000 Buy* 58.00k O
13-Aug-20 16:37:00 147.65 250,000 Buy* 369.13k

See that c£1m of buys from yesterday have just been reported, across 5 trades

Not surprised to see that Russia’s leading respiratory doctor has resigned over ethics violations

https://www.fr24news.com/a/2020/08/top-russian-doctor-resigns-following-blatant-ethics-violations-rushed-through-covid-19-vaccine.html

Updated today

https://www.gov.uk/government/publications/assessment-and-procurement-of-coronavirus-covid-19-tests/coronavirus-covid-19-serology-and-viral-detection-testing-uk-procurement-overview

So we’ve had sales worth c£10m from a distressed seller, all of which appears to have been bought into given the SP movement. Could they still be selling (am not up to speed on TR1 notification requirements)?

Are Milton the fund with liquidity issues at the mo, similar to those Woodford faced?

Interesting to see Neil was at Teva for a while - according to its website, Teva are “one of the top 5 global suppliers of oncology treatments on the WHO Essential Medicines List.”

Thought this was interesting;

https://www.express.co.uk/life-style/health/1320424/Coronavirus-cure-vaccine-breakthrough-latest-found

More detail here - https://www.news-medical.net/news/20200809/Cutting-edge-synthetic-peptides-block-SARS-CoV-2-(COVID-19).aspx

I’m no scientist but there does seem to be a lot of similarity between the way this synthetic tech neutralises the virus, and the way Affimers have been shown to do so. Happy to be told otherwise by those more in the know!

Notable that the Daily Express article suggests it could be delivered by nasal spray.