Member Info for PL75

Me too. There’s only one place to be. I’m currently out of Boo, too much potential here, but I’m keeping an eye on it, it’d be nice to get your returns and then chuck them over there to double up...

Soz ST. You’ll do well either way :o)

Google is usually pretty good. I’d even stretch to say they’re spot on.

Jay, you're really getting the hang of this ramping lark. You've come on leaps and bounds. Just a quick top tip, always convert the amounts in to a share price. $6Bn is about £4.6Bn which is £18.

Then, even though that's ramptastic, go for it by layering more on top...

Don't forget that amount would only account for half of Awacta, how much is the diagnostics half going to be worth after it's proven it can save the world from Covid?

Maybe even throw an outlandish figure and you're fully fledged... £100 exc China anyone?

and just like that, the circle was complete and he disappeared...

You do you, get as emotional as you want you ****** ****, still love you xx

How unfortunately naive. BBs are full of nonsense and speculation. They’re also full of excellent research, the key is to do your own research then you can better determine what’s what. When you fall in to the latter category we’ll catch up again xx

I agree, some very good links shared and discussed. Well done to everyone involved. As for the sideline sneering brigade...

I agree, look at this pile of pointless guesswork... when in doubt, say nowt.

‘If no news then we are looking at a big fall (120p?) obviously if there is news then the SP I think it could go to between 300p-350p on Tuesday. Further financial calculations will be made on various timescales and I don't know where the SP will end up. (Accept it will get ahead of itself, that's for sure.)
If the news is as good as it can be which means the US will embrace it quickly, which means the UK and most of the rest of the world will, then I don't know, is £10 per share (realistically) feasible by xmas? (is £5?) imo only of course’

PS £100 exc China

I don’t think it’s as intelligent as that, it just matches his trading position and he’s a bit of a bell. It’s all a bit odd, who cares about a PCR testing company? Until they whip out an LFD, which they won’t as they lack affimers and a Klaus, leave them to it.

This thread is going well

Sooner than instantly, wow! I knew Klaus was good, but...

I take your point PAH, but isn’t there an argument for a presentation of results in a real world context? Ultimately, that’s what’s needed to manage the outbreak, we’ve seen the real world results from the gold standard PCR and they’re not good due to people not bothering to return tests or only tickling their noses.

We know they don’t, but they certainly should. Despite poor sampling, PCR is the current gold standard for testing (until BAMS). The reality will be that the gold standard should be our LFD due to ease and frequency of use to isolate people with peak viral loads. This is what needs to be validated and the message that the world needs to hear.

I think it’s a very important consideration TL, it was ignored last time I posted it. If we’re measured against PCR, there’s a risk we’ll look not look good, even though we all know swabbing is poor and PCR will pick up people way beyond the time they’re infective. It’s a new type of test that could be hugely beneficial to have in use, I hope all everyone involved, in approvals and getting it to market, work together. It’s related to the same original question I posed months ago that his Lordship couldn’t answer, will our test pick people up when they’re infectious. The Rockefeller fella has answered it. We need Fauci and Handjob to properly understand why these tests need to be evaluated differently and given full support to reach the market quickly and with huge stamps of approval.

I’m going to repost in here as we’re talking about S&S... Our published sensitivity might be lower than anticipated. Not because the test will be poor at what it does, but that Condor might come up with people that are beyond the most useful period when the test should be deployed. We need them to come up with folks within a week of infection and test them very regularly to understand how it’ll perform in the real world. If they drag out a random bunch of samples, including those beyond the first week, then we could end up looking like Abbott Now.

Going back to the great graph from the Rockefeller fella we need to be demonstrating that we’re extremely good at finding positive cases in that sweet spot. I hope they publish the Ct figures and then communicate this well, something like 75% sensitivity overall, but 98% in the peak infectious period. After all, that’s what matters. Sir Al is a very good communicator, so I would hope this is being considered. Only presenting blunt figures might pose a risk of misinterpretation. Again, we have the luxury of Sona blazing a trail so we can learn from any mistakes.

That’s in old money, we’ve now got 250m shares in issue, so, £8 for £2Bn. Still, it’s not difficult to imagine them raking in that much when you hear the number of tests per day being spoken about. £2 a test gets you £100 exc China :o)

Just to add, I’d imagine the market might not see it that way and might continue to bumble along a bit longer. However, I think that’s the prime chance for PIs to jump in with both feet before Klaus reveals his big money balls with the S&S numbers written on them. For me it’s derisked though. The approvals, manufacturing and sales will come very easily and no matter what they are, they’ll command many multiples of the current price. Hmmm, what could be the word for them... I know... ‘astronomical’

jdt, that’s not the way pointless wild speculation works and you know it. Just pick a number somewhere between a £5 and £500.

I’m not expecting much from the next RNS, we know from BAMS how this works... It’ll probably just say something nice and generic like optimisation complete and that they’re passing the design over to the manufacturing partners for validation via Condor. That’s enough for me, as soon as Klaus says we’re good to go we know we have ‘the best’.

£100/share exc China