Member Info for PL75

There was a recent takeover based on 5x revenue. Your total sales - with the same selling prices and production schedule equals £1bn. Suggests a takeover value of £5bn = £20 and ignores the rest of the business.

I think there will be additional OEM partners in Europe that will take us over those production figures. Plenty upside available.

Ok. I’ll believe you rather than slide 20.

Thanks Bein. Bottom right.. it’s the Healgen test

NDN, they’re in parallel

Ok, we’ll all agree with you. Now what?

Think about solutions, not problems for a change - who cares why. The innova test currently has better clinical specificity and targets the N protein. Keep a box spare at home. If you get a positive on your twice weekly 1 in 100 S protein AffiDx test, confirm it with a 1 in 1000 false positive innova N protein test. All done quickly at home. If you’re falsely isolating by then, you’re really unlucky as that’s 1 in 100,000. At that point you’d get a confirmatory PCR test anyway. The additional costs would be tiny - providing an Innova test for every 100 AffiDx tests on average. This cost will reduce if the 99% improves to 99.x%.

With the above, the use case for the exceptionally sensitive AffiDx test remains the same - full confidence to mix socially as you’re not infectious and the Innova tests are there to provide confidence you’re not isolating for no reason - which wouldn’t happen with PCR testing being used to confirm anyway. Problem solved.

We may have dropped a succession of C bombs (sans asterisks) related to a particular share discussion website that happily allows trolling whilst handing out bans to people that call them what they are :-D

Turns out you can get temporary bans from twatter too, every day is a school day

He mentioned adding to the results to improve the 99% to 99.x%. I would imagine they can rattle through the negative sample testing much faster so they’ll add as many as they can before Mologic complete the CE declaration. Could be, who knows what PD are up to...

Toaster, I don’t think it’s a coincidence that we got the board back at precisely 16:30

You’re about 6 months too late for that post. We’ve been there and done it multiple times before. There’s a key difference, this time we actually have a test and it’s one that’s smashed the CV. In addition, they have ‘inked’ multiple deals this year and there will be progress on the therapeutic side with AVA6k and the bonus that AffyXell will move in to the clinic.

So, yes, it was a great presentation.

Pampers for Dan! Down and down? Scroll out a bit... the 6 month chart is nice, try that one.

Wait until May? You do realise that’s just a matter of days away? No one will admit to being disappointed? Did anyone predict the price? How phenomenally stupid are your questions? Yes, Dan. I knew exactly what would happen but decided not to bother using my superhero skills for financial gain and spent the day rescuing people from perilous situations. No one is pleased with the price falling as the chart looks nicer when it’s blue. However, I’m not selling so it makes zero difference to my finances so I’ll not cry about it on here, unlike you, baby.

Why is there a wait for CE marking? Because there’s more to do Dan, it was in the presentation, try paying attention.

Richob, is it broken down and every single one of them has escaped?

BUMP - thanks for the excellent post Celtics. I complete agree that a 100% sensitive test for the infectious is perfect for Ready, Test, Go. As suggested, the use of testing stations ahead of events will ensure compliance and allow events to go head with full confidence and without any social distancing. The same can be said ahead of flights.

A green box and boring gkp repeating the same moans. This thread has become a joy. Logging off...

Gkb, more moaning. Will we be able to sell? The 20 distributors covering 25 European territories suggests yes. As for comparing performance, what do you think the CV is for? Find another AN test with better performance and let us all know... twat

Again... the Deepverge test is owned by them, the contract was to supply affimers if they want some, so there's nothing to report at all and never will be, so head over and moan on their board.

Followed by more repeated moaning. You're not changing anything by repeating the same whinges...

Yes, would you like to join? It's really good. All you need to do is buy some Abakta shares and wait

'inked' :-)

12th May 21

We've made it to the promised land Mikey :-D Pay day next week, I think another 'top up' might be on the cards...

Oh Ray.... you keep posting this stuff and it's horrendously naïve, bless your cotton socks. Do you genuinely believe yesterday's analyst presentation has anything to do with ongoing commercial negotiations? FML...

There are a few simple explanations...

Perhaps he turned all zen? 'ohmmmm'
Perhaps he was about to say OMG they collaborated with Mologic but stopped as that would have been unprofessional

Or perhaps he's just confirmed one of the undisclosed partners and they're pretty much as ready to go as the other UK manufacturers :-)