Member Info for PL75

Starting to think we need to get enough manufacturing partners to get to around £12.5Bn profit. £50 a share. Where’s JR when you need him?

Let’s not suggest RK was talking sense, he said 1.4Bn per month. But anyway, it’s Friday, it’s sunny, let’s treat ourselves by flinging some huge numbers around...

The current ambition in the UK is 500,000 a day, so 3.5m a week. Not unreasonable to assume a net profit of a quid, given gross margins of about £10, if we go use Sir Al’s $15 high volume price and COGS of £2. So, for a year that’s £180m or so pure profit, cash in the bank. Just from the UK.

The US are suggesting 6m tests a day. That’s £2.1Bn. We won’t get 100% of those markets, but those are just two countries. We’ve got to save the world...

If we get manufacturing partners chucking out 8m per day for global demand, that’s £2.9Bn.

That’s all assuming net profit of just a quid. How’s about £3? £9Bn and £36 / share?

BOOOOOM! The train is still sat in the station fuelling up! All Aboard! Toot toot!

Could get that link to work, but here’s a report on the report that seems to report the contents of the original report....

It’s pretty damning of the attempts at testing to date.

https://leaderpost.com/pmn/business-pmn/uks-home-testing-dogged-by-delays-undermining-push-to-reduce-virus-transmission/wcm/5e0310a3-d63e-443d-9b05-71b14dd4e139/

Nope, nothing other than they’re aiming for September

Yeah, they received funding and the Canadian govt has first dibs.

Sona are producing a POC test, not a mass screening test. So, yes.

He’s wrong though isn’t he? Straight from the horses mouth in the Q&A. Sir Al has said it’s not something they’re considering at the moment. Myles is on a ramp, his carefully considered thorough detailed analysis has been thrown out of the window and replaced with suggestions of a tenner, which undermines the hard work.

Yeah, just after he said that he couldn’t mention any specifics for commercial reasons, having just been very specific about a saliva LFD for home use. Recorded on the 15th, a week before Sir Al’s little snippet.

No worries Skylark

I’m a little disappointed in myself as despite some great research by Milcait, Jaylarc has just won my post of the day

Response from Integumen CEO:

‘Just wanted to say that this is for a good idea and no doubt there are some interesting ideas out there, but we had this idea 4 years ago and spent that time to get it to work. With Avacta and Aptamer Diagnostics we have the last part of the conversion to capture pathogenic targets. This is tweaking, not a concept or idea, but a unit that is near completion with testing underway’

Seems like the RADx funding is for fresh ideas, not established ones, so it doesn’t sound like it’s a route that’d help with validation in the states for the LFD. Hopefully Cytiva have the necessary contacts. One thing is certain, there are plenty samples in the states.

Yup, up another 28%. So that’s 5 times the price of a month ago. Nice...

A generic example of a saliva LFD. Very generic indeed :-D

He couldn’t possibly mention any particular company. Well, not to worry, Sir Al told us :-) It’s great he mentioned that you can use Condor for self testing, I was concerned they might only get us sorted for POC, but this definitely suggests that we’re now firmly on a fast track for validation.

Milcait, I commend your research talents, thank you

Thanks, I’ve had a look through, looks promising and there’s also a section for the sh.t scanner. I’ve asked on the Skin board if it’s something that’s being pursued

Good thought process CO. I think the advantages you’ve listed, plus the specificity gives the competitive advantage needed. The main one is the use of saliva for the sample. I think that will take care of any concerns over being over sensitive. The virus heads towards the lungs, so at that point i.e. the tail the chances are that it wouldn’t be picked up by our LFD. I’m sure the blend we have allows us to cover as much as possible of the chart within the orange section which maximises reducing the r value whilst also maximising the opportunity for as many people to have the confidence to truth to normal daily life. Here’s hoping...

Fair point, he probably gave her a good spanking (at chess)

Watch 20-30 seconds. ‘We had a lot of fun’.

Klaus, you dirty dog.

Afternoon, does anyone know of Integumen have submitted their wastewater monitoring for Covid to RADx Radical?

https://www.nih.gov/research-training/medical-research-initiatives/radx/radx-programs#radx-tech

Indeed! Spike, Superdry find! Michael Ball amigo!

Great post Spike, mainly because it was just after mine, so it looks like you’ve just lamely copied my post.