Member Info for PL75

Hi Tom,

The 3m test is in early stages of development, so as I said, that still leaves Awacta with a potential monopoly initially. We still don't know what sample it will use, again this could leave Awacta with a distinct competitive advantage. I agree at some point the competition will emerge, but it won't be easy if the FDA keep the bar high.

I'm not convinced by the BRH test at all, they started with the aptamer group then changed their mind. I'd be surprised to see it meet FDA approvals, but we'll see. As you've said, competition is genuinely needed to meet demand, I just feel a lot of that demand could swing towards Awacta as one of the first movers especially if it's high performing.

I wouldn't read too much into govt decision making, they're flapping at anything they can lay their hands on and if it's corrupt all the better. I'm confident that once approved and CE marked the govt will be ordering in large quantities.

Exciting times ahead, that's for sure

So on the one hand we’ve got Bill Gates and the Rockerfeller fella Michael Mina banging the drum very loudly at the FDA with templates for people to lobby with. They keep talking about $1 strips that can be made in the billions.

Where are they? In a recent YouTube (sorry can’t remember who posted it, but credit due), MM had a slide with a list of these cheap tests. Some needed bits of kit, others were nasal swabs. He’s pushing hard for a solution that simply currently doesn’t exist. (https://www.youtube.com/watch?v=3seIAs-73G8 - 25 mins in)

On the other hand you have the FDA. They’ve set out their requirements. If there’s currently no suitable high frequency test that fails them, then they’re under no pressure to buckle. There’s simply no alternative at the moment. Now consider they’ve been in communication with Cytiva during development. If they know tests can meet their requirements are on the way, again, they have simply no need to lower them.

The FDA might consider that if Sona can meet them for a POC test and Awacta can for a mass screening test then they’ve set the bar perfectly. Michael Mina would then be lobbying for greater manufacturing of Awacta’s tests instead, it would certainly be top of his list of cheap tests for frequent use.

Awacta meeting their guidelines then means that the barrier to entry for other developers/manufacturers remains high. Eventually the FDA might allow lower sensitivity tests like lower nasal tests to be used, who knows. Globally they might just take whatever they can get, as India have. So whilst it might change over time, but Awacta could initially find themselves in a monopoly and total market dominance. Plus, other countries would see the effectiveness and realise it’s a false economy to use alternatives with lower sensitivity, especially when you add in the ease of use due to the saliva sample. A lot of countries also look for FDA approval.

Everything points to this being incredible, world class as Sir Al has said, we’re hopefully on the home straight now.

Yeah, it is rubbish.

Sona have had one helluva ride... since mid July they’ve gone from 7 to 16 to 10 to 15 to 7 to 11.

Much easier to determine in hindsight eh, RD?

G-Man11, Sona are in a bit of a mess, I wouldn’t use them as a benchmark

And there was me about to give you post of the day, pipping RDs Cygnetiva typo in to a tragic second place

I copied and pasted it. If you’re going to accuse someone of incorrectly quoting you, make sure you do it correctly. Couldn’t care less about your gender. Anyone that says the following is definitely patronising...

‘this shouldn't be your main reason for holding this stock’.

I’ll make my own investment decisions, thanks.

He also said ‘this stock will go up substantially in the shorter term’. Which made all that a bit contradictory. In a nutshell, it’s a good company that will make you rich across all timeframes. Reckon most people in here knew that. Think I’ll pop that in the pointless and patronising box and move on.

Hmmm. Not sure, £2.07 looks nailed on

Still don’t know how people figured that out, goodness gracious me.

Anyone else worried this collaboration could end in tears now that Sir Al is involving those from the wrong side of the Pennines?

RD, cygnetiva. One consonant from greatness, but you deserve a lot of credit

Yeah, a global recession won’t help vanadium prices and the share price is clearly directly correlated. One to avoid for some time. Might be decent once Awacta have their test out and it helps the world get back to normality though - to keep it on topic.

Yeah, really weird, to the untrained eye you might be left thinking their negativity is completely unfounded nonsense designed to try and part you from your shares. Or they’re just incredibly thick. Tough call. Both?

‘Shortly’ Spike, ‘shortly’...

It’s had a head start, so shouldn’t be too far away.

Strong sell, only one exclamation mark!!!

Sona's leap (let's pretend they haven't got any current woes) started after the release of their S&S figures. So... Shouldn't be too long. I've always had a fiver in mind once we have those and then the ramp to over a tenner based on production / commercials. Given the seeming lack of competition, who knows where we could end up. Sign up all LFD global production Sir Al...

If we're ramping let's do this properly... £100 exc China, 100pc guarantee

Yeah, he's good at giving out not very subtle hints. We were told a long time before the sh.t test another collaboration was on the way. He told us in the Condor update there'd be another collab and here it is. He's a man of his word, even if sometimes that word is a bit vague. I completely agree, he already knows. Just a case of signing them up.

That's the kind of headline we should have on the beeb and all over the world. I'm amazed that this is being ignored. Still, payday next week, so best not grumble too much

?!