Member Info for PL75

RD, it can be that simple. I’ve got him on ignore, I’m just seeing the name mentioned a lot. That bin has worked wonders for me!

Here you go... enjoy!

https://www.lse.co.uk/profiles/global_2017/

Thanks Timster, I see you attended the Global school of price posting. Did you also attend his fantasy trading course? It’s excellent, today I bought and sold on every single peak and dip. I made literally nothing, incredible! To complete the set, I must recommend his communications course, that where the other two courses really come together. You learn how to spout absolute b0ll0cks that fits with whatever fantasy trade you’re currently in. 5 stars!

ST, indeed, I’ve got a fiver in mind for starters. Can’t be too long to wait. Sales will continue to roll in during the remainder of the year and there’s still other non-Covid news and sales to go on top. A decent re-rate just has to happen.

I know we do :-) Personally, I don’t think preferential treatment will ever be given to someone with antibodies due to the real risk of Covid parties, never underestimate the intelligence of the great unwashed. I only think antibody tests are of interest to the ONS. That’s why I’ve chosen here and avct. We’re all here to make money, hope it goes well for you.

Safy, my condolences, are you still holding odx? I think there’ll still be value from where the price is at, but I feel like the focus is very much moving away from antibody tests so it might be short lived. Hope you get a return.

ST, I’m one of them and I’m under no illusions. At the moment avct is priced as a Covid stock, without that, it’d be at around 50p, taking in to account the recent placing. The potential from their mass screening test strip is huge, once fully realised, I’ll be taking some money out, but will certainly keep some in as the results they’ve had on the cancer side (appreciate they aren’t from trials that are to come) are impressive. I don’t think anyone, other than the moronic cheerleaders over there, believe anything is imminent other than the test development.

Back on topic, the reason I also have cash here is that GDR have a unique test out there being sold right now (we all hope!) and that isn’t anywhere near reflected in the share price. I’ve never understood the rivalries, there’s plenty Covid to go around (unfortunately for society)

CO, that’s a really interesting paper, it concludes with the question it’d be great to have an answer to, but the study pretty much suggests that Awacta’s test would easily be able to identify the vast majority of carriers. Nicely fits with my virtual visualisation where my suggestion was that a larger proportion of infected people can be picked up by an LFD. Mainly due to the practical reasons of easier sampling and the wide population screening use case, but that paper for me confirms we’ve got the ultimate game changer on our hands.

RTB, that’s my main area of interest currently, the confidence exuded by Klaus and the presentation given by Sir Al were strong hints that the final product will be high quality and can be used the world over, so I’m relaxed on that front. I’m looking forward to the announcements regarding partners, their capacity and ultimately hearing about the commercials. Obviously negotiations continue so I understand why the ‘very good deals’ Sir Al has spoken about haven’t been shared. Not too long before the value here is unlocked.

Agreed, great post CO. I also interpreted it that way 13th and think Sir Al’s presentation was aimed at the former CO :-)

Bump

As this thread is rumbling on.... JJ, to answer your simple question, the original partnership announcement clearly stated Cytiva will be manufacturing. The latest RNS didn’t reference Cytiva as it was talking about transferring the design. It would be a bit odd to include a comment that Cytiva have passed their design to Cytiva. Why would Cytiva need to be transferring anything? They’re designing it. The good news is that designs will be passed to UK manufacturers. That’s plural, so hopefully we’ll get off to a great start in fulfilling the huge demand.

Chengdo, good to see you popping in, RDs link is excellent and lines up nicely with my thoughts on confirmation bias. That’s why I treat BBs in the way I do, a place for discussion (and a laugh god forbid), all my investment decisions are made independently. Hope to see you back regularly one day soon

Bump. Ignore one post wonders asking stupid questions in a lame attempt to introduce doubt. Cytiva don’t need anything transferring as a manufacturer, they’re developing the fecking test! Durrrrrr....

Bump, excellent (promotional, but valid) article

I’m not either, anyone know one? Pretty sure anyone bidding would have one and only consider a t/o if the patents were solid. Certainly not an immediate or short term consideration, but given the company is wholly reliant on those patents I’m sure Awacta has engaged some patent lawyers. It’s listed as a risk in their last set of results, but those risks include all kinds of crazy and unlikely events as they have to state them.

Covid is clearly a very nasty virus, especially due to the combination of its ease of spread and the damage it can do throughout the body and especially the lungs. However, we’ve no idea how consistent any of the reporting is and we don’t really understand the economic impact which might result in a higher number of excess deaths. Excess deaths is the only true measurement and that won’t be known for some time. It’s at that point, hopefully thanks to GDR and others in helping to track it, that we’ll be able to learn the necessary lessons for the next pandemic.

MFM, he’s not needed, we all know it’s going to be worth £50 next week, dyor, gla

Nope. But it’ll still be stinging.

TL, you’ve answered your own question. If they find any affimer, they own it as IP, just as they stated for the Covid affimers. That’s the beauty and why once proven in a successful application, the affimer tech has the potential to go after a huge market. It’s also why I’m sure a takeover bid will appear at some point.