Member Info for PL75

Quite right! Why not use a shoebox instead and find people that had the virus last month?

Simpleton.

Nothing. It’s a cross ramp

Futility testing? Blimey - that's phase 2. It's beyond madness that they're sat in PD gatekeeping and potentially locking out the best of british from procurement. The real life CVs that have now happened - independently - and enabled CE marking, thankfully now means that all options are open. If the govt can't sort themselves out, then they'll miss out. It's up to them...

Completely agree. The initial share price reaction hasn't been great, but I prefer this honesty. In the past the distribution agreement would have been put in a separate RNS with some nonsense about incoming sales to pump the share price for dodgy Trev to offload a few. The price is now creeping back as people realise progress has been made and there's now a clear runway to sales. The agreement with Volz and the machine in its current limping form is enough to progress a sales pipeline. Not the huge boom that holders were hoping for, but some steps in the right direction.

An app can help with reading LFDs. It might that because of the advantages of affimers you've described, it's not likely to be strictly necessary and becomes a nice to have - and it would be nice, as it could then be use for reporting (usual privacy concerns apply) and to store a QR code with the test result.

They've announced today they want to get vaccines ready for variants. RD posted about the US not achieving herd immunity. Chile have had rising rates despite a good vaccine rollout. They've suggested that vaccines stop passing the virus on by about 50%, but that means it will continue to circulate and eventually mutate and escape the vaccine. Testing simply can't stop and we're likely to end up like pin cushions getting regular variant boosters

Then why guide 5-30? You’d suggest 5-17.5. It might be 5m only and we’ll only get the remainder once they’ve got their stockpile and the govt scale back. Mologic might be cheap enough and good enough to get the contract. Perhaps PresAl has played hardball on price and wants capacity elsewhere to guarantee higher priced sales in Europe.

Nervy? With an affidx 100/100 at ct < 27? :-D

ODX need to stop the work experience kid desperately pumping their price, it’s embarrassing #InClassicColinWeTrust

Maybe just because it’s all part of a beautiful collaboration to produce the best of British test? Which they have, it’s called affidx. ODX have got the scraps to sell abroad

Did you notice that their RNS mentioned Find as working on behalf of lower and middle income countries? Mologic always said that was their target market, so will the visitect test only make it outside the U.K. anyway? Or do ODX sell their branded version wherever, Mologic manufacturer it to help fund Bill Gates’ divorce and then within this wicked web both end up manufacturing our test?

If they’re not to be relied upon, why bother suggesting when you think it’ll be, based on what he said? Just be patient, Mologic know what they’re doing

PresAl also said that he wants to keep manufacturing in the U.K. but it might not be possible to meet the significant demand in Europe. So, if it’s potentially possible with U.K. capacity then European demand so far is about 30m. So equates to annualised revenues of £2.5bn. If that’s arranged separately and the U.K. decide they want 30m too, then we’re on for over £5bn in sales.

I hope this happens. £420m is lovely, but oh my, £5bn sounds delightful... it would take some time to get there with tech transfers but it’s a nice ambition. Here’s hoping for licensing to Innova for 50m tests a day :-D

Wouldn’t that be 5m or 30m and nothing between? I.e. not a U.K. demand led range? Why would we be first in the queue to pick it up? We’ve no contract with ODX for example. Why mention it without confidence of getting it at some point? He makes explicit mention that the upper limit is determined by govt investment and that they’re focussing primarily in the U.K. to meet demand (yup, I just listened to it yet again....)

DYOR, focus on apimer technology

Here’s a scenario/thought. The whole ‘we’ll take whatever spare the govt stumps up’ comment makes me think that 5m is what is 100% nailed on and contracted for Abakta. The other 25m is govt owned/contracted. So, if all goes swell with the continued vaccine roll out and the govt feel like they’ve got enough game changers* piled up for test and trace they’ll allow Abakta to take supply for their own commercial sales. Why would the govt give up their own capacity? In exchange for being able to produce the best test. Proper team work, complicated for costings, but ensuring that the U.K. get what they need and Abakta get a commercial advantage when it’s eventually possible - with the govt getting a slice of sales outside of the U.K. back in their coffers for manufacturing.

Where does that leave us? Needing more capacity in the short term. So we’ll need OEM/licensing to guarantee ramping up further than 5m for sales beyond the U.K. even if it’s likely we’ll at some point be able to get to 30m. Worth noting 5m is £420m revenue so the absolute worst case in terms of capacity is still transformational.

What do you reckon? I just found it an extremely odd thing to say that we’d have a range of capacity based on govt decisions if we’re not central to it.

*real game changers, not second best visitect rubbish. They’ll produce their odx home bargains branded tests with their original capacity

You think it matter that we have a debate on when early May is? I'm just not sure that if we all agree that it's prior to the 9th that our agreement will have any influence on what is going on elsewhere.

Maybe you're right, power of positivity and all that... we all remember Uri Gellar - https://www.urigeller.com/uri-moves-football-with-his-mind-in-crucial-match/

If he's buys in bulk he'll get a decent price from this seller....

https://bit.ly/3vGj3mh

Yup, that’s why it doesn’t matter and constant guesswork is a waste of energy. One day shortly, in due course, that magic red dot will turn up. Then another, and another, and another....

Thanks. I was tempted.... because nothing screams good investment than someone shouting in caps on another board.

Don't worry, there aren't any years on the Presalian calendar