Member Info for Porky9

@Wilson63
Sorry, well spotted I mean Perkin Elmer in California $1.7bn Deal
Been a long day today, back to back zoom meetings
Will repost and tweet tomorrow - nothing to lose
Take care
Porks

Surge testing in Wandsworth after South African coronavirus variant detected
https://www.itv.com/news/2021-03-10/covid-surge-testing-in-wandsworth-after-south-african-coronavirus-variant-detected
"Any positive cases will be sequenced for genomic data to help increase understanding of Covid-19 variants and their spread"

Apologies its been covered to death here:-
https://www.bbc.co.uk/news/health-56349116
But you just couldn't make this up, not sure if i want to laugh or cry?
So the mother, after one of her three kids gets a "false positive" and they all have to isolate says to quote:-
"They have already been out of school for two months and now to miss more when there is no reason for it is incredibly frustrating and upsetting. It has ruined the return to school. I support the idea of testing but I have withdrawn consent for any more testing at school."

So there you have it, to ensure you don't get a positive test, just withdraw consent and pack them off to school anyway and give the virus to others...

https://twitter.com/SwazersC/status/1369702452870660096/photo/1

730p to 941p bounce that's + 29% tomorrow to the first line.

Well if we bounce 29% or more tomorrow i will take up and learn the art of charting like its a new religion....

GLA

@Oriens1
"Any news that can effect the sp, if it be negative or positive has to be made to the public via an RNS! GM has no say in this, it is a legal requirement."
.....................................................................................................................................................................................

Exactly
I can tell you now if the Thermo Fisher deal gets pulled in California next week, looking likely, that's $1.7bn there alone!! up for grabs we could go after.
Stateside there are significant deals, Japan there are massive deals in the private sector, in the UK we have DHSC Phase 2, there are deals in France, We have the UK Care Homes, the list is endless of major targets.
In fact, there are numerous deals that could come in that are worthy of being reported as they would materially affect the SP. Just one will do me for now.
GLA

IMO To fully resolve the School issue the answer is a PCR Saliva test carried out at home the previous day with the result sent by text to the parent.
The take up rate would be significantly higher, the accuracy significantly higher and the interruption level and spread of the virus significantly reduced.
However, this is not the policy and unfortunately we can only go by the idiots in charge doing the exact same things and expecting a different outcome. Writing is on the wall.

Berg Capital Markets, LLC is a strategic capital markets and investor relations firm serving public and private companies.
https://bergcapitalmarkets.com/

Just broken out of range
How long has this taken but onwards and upwards from here
GLA

@Ad4you
Now that really is fantasy Island :)

@Airlineboy (06.51)
Your post starts the day off perfectly....
Just read the BBC report, as you say £22bn this year £15bn next year confirmed
Bulk on PCR labs and Network of hundreds of local testing centres
Bring it on..... let’s see those contracts now and get this show on the road again...

@Wilson63
VERY concerning
Just trying to get it into perspective, that's 213m people in Brazil nearly four times the size of the UK
Absolutely horrendous

FYI Outline of the heads of Terms Here:-
14mth Contract from August 20 - "state have the ability to terminate the contract with 30-day notice for material breach of contract"
https://dof.ca.gov/budget/COVID-19/COVID-19_Allocations/documents/8-27-2020_COVID-19_Direct_Response_Update-Diagnostic_Testing.pdf

NB. Findings of the Report expected to be published Mid March

Tell you what, should Novacyt steal any of that 1.4bn contract from Perkin Elmer... oh now that would be nice, wouldn't that be something.... now that is left of field thinking....

California Continued...
Originally they wanted duel tests to protect for the winter flu season, this has Winterplex written all over it, then the lab issues followed.....
"In December, we reported that the COVID PCR tests “are being used incorrectly, resulting in the false appearance of widespread transmission,” according to Dr. Joseph Mercola.
Then, as the Globe reported Feb. 8, 2021, a whistleblower exposed thousands of inconclusive test results coming out of the lab. Now inspectors have found “significant deficiencies” at the coronavirus testing lab, blamed on the rapid ramp-up they required from the lab’s private operator under terms of a $1.4 billion contract, KTLA reported Monday.
https://californiaglobe.com/section-2/gov-newsoms-100-million-covid-lab-has-trouble-again-with-significant-deficiencies/

California:-
California man tests positive for Covid-19 weeks after getting second vaccine dose
https://www.mercurynews.com/2021/02/10/california-man-tests-positive-for-covid-19-weeks-after-getting-second-vaccine-dose/

NOTE - BIG BOOTS TO FILL
PerkinElmer’s $1.7 billion dollar COVID-testing contract with the California Department of Public Health specifies that the lab must use that test according to the instructions for use outlined in the FDA’s Emergency Use Authorization (EUA). CBS13 has learned the state lab deviated from the FDA authorization, which means the COVID test that is being used in the state’s lab is no longer authorized by the FDA.
https://sacramento.cbslocal.com/2021/02/19/fda-inconclusive-covid-results-positive/

8/02/21
SACRAMENTO (CBS13) — One day after a CBS13 investigation revealed shocking whistleblower allegations from inside California’s billion-dollar COVID testing lab, state regulators have launched an investigation of their own.
https://sacramento.cbslocal.com/2021/02/08/california-covid-lab-whistleblower-allegations/

Hmmmmm

One thing for sure
A material Change in Sentiment here can only be a good thing.
Using the surfing analogy, lets hope this change of the tide brings us the biggest wave to ride known to man!!
GLA

Any clues as to who the global pharma is...

AZK.....

@B2HS2l
So its AZK then....

Hopefully contract news lands first or something positive to move the SP up , so we are at least from a stronger starting position before anything like that kicks off.

Still don't know what happened to Black Rock??

More than likely what will happen is that the day before the RNS confirming the DHSC P2 extension lands the SP will rally as those in the know get to find out first and pile in, we see it every time.
The following day it will just Gap up 30% or more depending on what the deal looks like on open, watch this space.
Prefer to be in than out frankly irrespective of current price fluctuations
GLA

Ideally for us we want something over 1 years. That 4 year deal would be a great start....

@JRDC
I haven't seen any data to suggest what the size of any possible market is for a highly accurate Antibody Test so your point could well be valid. Also, no idea what the price point would be or margin for mass production of this sort of test either.

However, i do see it as an additional product line, something that can add to revenues going forwards on top of all other activity so i see this as a good thing a PLUS if you like.

If it turns out the product is "Next Gen" and better than anything else on the market then logic dictates that some will buy it. Personally i would buy one if it was accurate enough to tell me I had X percentage protection. Most of my family are the same. Ultimately i believe that the Covid jab will be like a constantly updated Flu jab required every so often so a test to know if your current levels are low and need topping up via a vaccine could be a great thing?
We will see.