Member Info for Okehurst1

Flashy,

Mu appears to be the one worrying the scientists, let’s hope the LFT’s can pick it up.

Agree the days of mass PCR are over, we are going to have to live with Covid 19, cheap accurate testing and no booster for under 50’s seems to be the latest plan.

https://www.dailypioneer.com/2021/sunday-edition/mu-tation-worry.html

Apologies - large file

https://assets.publishing.service.gov.uk/government/uploads/system/uploads/attachment_data/file/1018547/Technical_Briefing_23_21_09_16.pdf

Published yesterday

Wee bit heavy but does highlight the complexities monitoring the various strains and by association testing.

file:///var/mobile/Library/SMS/Attachments/53/03/FF0EF0A3-0359-488A-A03F-FB7C286174AA/Technical_Briefing_23_21_09_16.pdf

Blubutton, fully agree we need sales.

Interesting that FDA have voted against the Booster for under 65’s except vulnerable even though the current vaccines appear to wane after 6 month.

Mologic having the best home antigen test in the market place is extremely exciting news for Omega this week - via a comprehensive independent study - it’s going to be interesting to see if DHSC have accepted them to be presented to Phase 3/ 3a at Porton Down ?
Coupled with Bill Gates influence I wouldn’t back against it,
then it’s down to PD analysis

More twists and turns to come for Omega but they are poised to enjoy an upside rerate, feel it’s coming at last.

Guessing Mologic are pushing for emergency Home Use
USA

340M people market
Best LFT antigen test in the world - based on independent studies
Bill Gates your business partner

We piggy back on the above, Colin brings in EU/U.K. Home Use and DHSC £374M contract
100M LFT a year capacity

https://twitter.com/horseinvestor/status/1439138643038380032?s=10

BJ, fair reflection of the last 24hr news, plus late night changes below

BREAKING: Instead the @US_FDA vaccine advisory committee unanimously recommends use of the @pfizer #covid19 vaccine booster be approved for emergency use in adults 65 and older along with people at high risk of developing severe illness

BBC quote

‘Under the new plans, fully vaccinated travellers will instead be able to pay for a cheaper, but less sensitive, lateral flow test which can be taken quickly at home’

We clear EU, this is a huge market especially if EU goes same way - private sales as well

Hi Big Bangs

Trying to find source , maybe speculation Tbf

https://twitter.com/investo1209/status/1438885239447773193?s=10

‘ give test providers time to scale up’

Washington post - 2 days ago

‘More than 15 studies have demonstrated the power of immunity acquired by previously having the virus. A 700,000-person study from Israel two weeks ago found that those who had experienced prior infections were 27 times less likely to get a second symptomatic covid infection than those who were vaccinated’

https://www.washingtonpost.com/outlook/2021/09/15/natural-immunity-vaccine-mandate/

Antibody tests? Have a roll to play as well

Cautious / GMCC / Poirot / PAH00

Thank you very much for your research and time spent then sharing information - much appreciated

Looks that way

Canada heading same way - vaccination or regular testing

https://www.zerohedge.com/geopolitical/albertas-health-minister-says-unvaccinated-will-not-be-permitted-attend-indoor-private

Italy following France

Vaccine or Regular Test - 65% vaccinated in Italy

The market for LFT’s in EU is huge, much bigger than I think anyone could have imagined.

Home use testing in EU will be massive market, just to go to work if your one of the 35% who refuse the vaccine
Maybe higher % once the 3rd jab is included

https://www.zerohedge.com/covid-19/covid-19-vaccine-passport-mandatory-italy-all-private-sector-workers-officials

Suggest the clinical review of the worlds most high profile antigen LFT’s including Mologic - which came out on top for performance - has been somewhat overlooked by the market

The fact Omega now have the capability to produce 100M of what is arguably the best DIY Home test in the world is good news.

As Tom says below, so many opportunities for Omega , yes it’s took longer than expected but no one saw Delta / the variants either, which moved the goal posts for the diagnostic & vaccine industry.

Exciting times for Omega

Pretty fair overview of the opportunity for Omega

https://twitter.com/tom_the_bomb__/status/1438749650715095044?s=10

Just released study.

https://trialsitenews.com/major-icmr-study-of-indian-healthcare-workers-reveals-covid-19-vaccine-antibodies-wane-within-2-months-for-covaxin-3-months-for-covishield-astrazeneca/

Ha! Thanks Wagogara, only me.
In Avacta as well btw

Fingers crossed for Omega

Don’t think it’s sensitivity anymore as the main target
Ct values / viral load - check out the report published today and the FIND , Welcome Trust trials, Liverpool Trop as well

We only have a small trial for Avacta that they themselves commissioned so until peer reviewed we can’t really measure

Both look decent tests mind - on paper

Hi DP

On paper Avacta looks better from CT 27 to Ct 31

However it’s not been peer reviewed like Mologic - as Senza pointed out Mologic is one of the most tested in the world

Personally I don’t think the regulators are targeting over Ct27, look at the report below.

It’s win win for Omega ,IF Avacta is the chosen biotech then we get the £374M contract underway , or its Mologic
and there will still be a market for Visitect in EU / USA

Read this review on the Mologic / Omega antigen test just published, it’s there in black & white, all things considered for Home DIY test it looks the best antigen LFT in the world

https://www.nature.com/articles/s41598-021-97489-9

Consider the same test is under EU review for Home Use across EU (446M people )
It’s currently in the USA being reviewed by the FDA - professional use (328M )
Ditto there has to be a fair chance with this evaluation that the test is back at Porton Down for the U.K. Government and this market as well

It makes no odds to an LTH if you sell or hold , but ask yourself why anyone who was a Holder of the stock would dump down the opportunity that Omega offers today ?

To be able to manufacture and sell into an 800M person market place with arguably the best Home antigen Covid 19 test in the world and a capacity to make 100M a year LFT’s to service same?

Yes there is risk but this is now tilting towards 80% it’s coming off , everything is in place, there is a very good chance of a serious rerate to the upside here over the coming weeks.

Check out my posting history, yes am long on Omega but am also critical of the opportunity in a balanced way, I enjoy a debate on the data from either prospective( shorts or longs ) and I get questioned by LTH holders same time but unless your a trader consider leaving the trading to them, consider how long you have held the share and look at the data before you make a decision to trade, we are very close to that upside rerate.

Good luck