Member Info for nlondon1234

NT to buy.Could sell all.

Odd movement in sp.In relatively unloved shares that might mean somebody knows something.

That must demonstrate the antibody market's potential as nobody can deny novacyt know what they are doing.They have manufacturing capacity for more than3 million tests a month initially, increasing on demand with their manufacturing partners.They must have recognised a big commercial market opportunity globally too.Their CEO : '"We believe an antibody test plays an important role in aiding the diagnosis of COVID-19, as well as increasing our understanding of the disease through screening of populations for infection rates and immunity ."'

.. monoclonal antibodies along with remdesivir from the WHO solidarity trials.Regeneron's antibodies would be a bestseller for the company.

It isn't.The government hasn't backed the airline industry so far, a much more important industry in terms of international trade and GDP than cinema goers.

Read about the company.Check the fundamentals and revenue already generated this year.This is KEY!Read about the company's assets and potential revenue pipeline.Plenty of info out there.

Tight spread.Cathal is delivering.Positive interims and pipeline.

.. for their monoclonal antibody, that is also in the uk RECOVERY trial now.
https://edition.cnn.com/2020/09/29/health/regeneron-covid-19-early-antibody-treatment-results/index.html

Hopefully the current comparative valuation of stemPrintER on the private market will be caught onto by the public market in a tax efficient non-sale waay when the new listing comes online!

https://www.nytimes.com/2020/09/16/health/coronavirus-drug-eli-lilly.html

Nice find.Regeneron's monoclonal antibody trial should be reporting end of September sort of time.It has also been added to the uk's RECOVERY trial now.
https://www.reuters.com/article/health-coronavirus-regeneron-antibody/regenerons-antibody-drug-added-to-uk-recovery-trial-of-covid-treatments-idUSL8N2GB188
https://www.fiercepharma.com/pharma/regeneron-roche-s-covid-19-antibody-****tail-could-net-6b-sales-next-year-analyst

and even being bid up especially in the last month, however illiquid.This could possibly be seen as a proxy for lockdowns\release of lockdowns in the target regions including India.This is definitely more an institution share though.Where is everyone?!?!

over just the next few months\year and all the phase 3 trials cost a huge amount obviously, much more than challenge studies.Definitely a decent place to be for the company just on the challenge study part of the business.

The Regeneron first monoclonal antibody trial should be bringing out their results end of September time.

Good point Paul.I am discounting a bit the fact that the wastewater stuff is going on still and all the progress took alot of effort and time and skill and they wanted to show off and explain new developments, which i do think was quite novel for an agm (even an online one).

It is.Plus it's a big market potentially water monitoring, even excluding covid monitoring.Ofwat recently found that most owners of big water companies (pension funds etc...) have failed in and manipulated any data they have taken themselves on water quality and water quality is at an all time low.It is EU legislation supposedly regulating this and any targets admittedly!Even got a mention on radio 2 jeremy vine!;).Apparently the enivornmental agency hardly ever send people out to test it and the minimal improvements in the waterways, which should happen by 2027 are way off.The government need to enforce this more!Southern Water will be pleaded guilty to dumping a load of chemicals in the rivers.Check out the EU's water framework directive.Shame we're brexiting i suppose!!

Next Apple?Where's our Woz then?;)Although admittedly the scientists at integumen seem pretty hot and at avacta, aptamer etc..

Thanks for the reply pilgrim.I do appreciate vision and wasn't a fan of the modern water merger so early.However i saw the value of it later and trust in gb.I also realise the importance of innovation, research and development.Companies like amazon have realised this for a long time and their margins were not big for a while if you excluded research and development.I am worried we are a bit too small for that strategy though and would have preferred sticking to where we have the advantage tech\ip wise.However you have to believe in the ceo i believe and i do and small caps fluctuate alot anyway in the best of times.

Cash burn does worry me a little with the breathyser test, but gb hasn't mention edany extra costs, but i do really like the company and the vision and we have a clear front-runner position in wastewater based epidemiology with modern water ip and rinoclouds previous studies.The breathalyser test i like the idea of but i have no idea about really i guess like others and although it differentiates itself from other covid tests clearly, it concerbed me when gb said we needed mass adoption to be able to get the price point down , i guess to compete with other testing methods.Also does anybody know if induviduals or companies would have to pay for their own machine(s) (sorry i don't know the name) to breathe into before it is analysed?I'm not sure if people would unless mandated by government and events\theatres\ footie etc... wouldn't want to make people have to pay more to attend?

I still believe in all the tech and gb's vision and how hard it is to please everybody.I wish the main focus had been on watewater epidemiology, although i appreciate the value of scientific and tech vision as that seemed where the company's main ip, business offices and contact from modern water is i thought and integumen has had previous published success with e coli bateria study and rinocloud.I don't think there was enough time to cover it all unfortunately.I think gb did a good job as building a company and a new line of business (even using tried and tested company tech) in a short time period is hard work.Also i'm not totally sure but there are rumours (on twitter admittedly) helium rising stars dumped alot of shares in no time.