Member Info for Quickdraw18

I'll eat my shorts if Novacyt are linked. Tea leaves indicate ****ty Chinese test.

Can't find peer reviewed data, MHRA data, company employee dodged my questions....

"Excalibur UK and its partner Xiamen Boson are able to manufacture over 2 million kits per day. The test is CE- marked and MHRA-registered in the UK"

MHRA registered is not the same as approved.

All very suspicious

Excalibur UK and its partner Xiamen Boson are able to manufacture over 2 million kits per day. The test is CE- marked and MHRA-registered in the UK.

B2HS2L i have some serious suspicions as to credibility of this new Chinese repackaged test.

No peer reviewed data, can't find MHRA approvals, web site saying it has approval was set up in 2021 by media company. I'll share by findings as soon as I've finished digging.
Every stone I've look under has had poo on it so far :-)

Week of 25th would seem, Tuesdays and wed have been popular days

Tuesdays 2020 (28th)
Tuesday 2019 (22nd)
Wednesday 2018 (24th)
Tuesday 2017 (24th)
Wednesday 2016 13th (curve ball)
Monday 2015 26th

B2hs2l the NHS Q contract included provision of exsig Direct, standard test and Winterplex. Promate wasn't originally included, though this could be added with a contract change which we wouldn't need to be notified of

North West London pathology complete their 400,000 COVID PCR test. Jacob Barratt UK South regional sales manger likes the news

https://www.linkedin.com/posts/saghar-missaghian-cully-99807710_expert-collaborative-teamwork-ugcPost-6754871624262131713-RrN6

NHS staff were awaiting roll out of Workflow version 1.5. Had seen a comment saying they would have preferred to delay implementation and none straight to v1.5. I assume ProMate is part of workflow 1.5 and is gradually being introduced.

On a side note in reference to the original £62m contract for Central labs, its my understanding gov is using emergency measures to continue to book against contract in excess of original terms.
I've arranged such an agreement twice while working on critical government infrastructure. Was much harder to do then when procurement law meant something :-(

Thanks for the share Wilson. Geneme also flip flopped with offering PCR. They had it on website, at the time i had thought they patented with Novacyt. Know they under they have a patented LAMP test, I guess not their patent. Quick Google showed nothing.

If they do make a go of it at least they will be buying MyGo units from Novacyt :-)

Looking at Geneme UK on LinkedIn Geneme staff are mostly marketeers.

Geneme Poland, look like a two bit operation. Their LinkedIn says they have 2 to 10 employees and not that long ago their factory was making nickers.

Hence I'm not concerned. Let's see what Novacyt's LAMP test is all about

Stevev it's a bit convoluted.

First capacity RNS said capacity had increased ten fold to 2m a month. So starting production was 200k.

Then in interview Graham says capacity has increased a 100 fold, so 100 x 200,000 = 20m

"We are immensely proud that we have scaled-up our manufacturing capacity by over 100 times in less than six months and can scale-up further as we add new products and as the market increases"

The initial capacity RNS is from Feb/March. I'm too lazy to refind sorry

https://www.sharebuyers.co.uk/shares/novacyt-shares-going-for-growth-poised-for-mid-cap-stardom/

300m Abbot tests, if Novacyt could do 50m they will fly. With 20m monthly capacity since around September this should be doable.

Broker 2020 Estimate:
Numis Target - £13.6 (€300m)
SP Angel - £14.63 (€287m)
Me - €440m > €660m

(July made £23.3m x 12 months = €313m)

2021
Numis - €380m > €600m
Me - €1b > €2b

* UK Gov PCR testing has increased 15 fold since June, when Nova had sold £40m tests. £40m x 15 = £600m (€660m)
. I reached a similar number forecasting sales using Novacyt's capacity.
. 620k UK Gov PCR tests a day, (excludes private labs) = 18.6m tests a month. This is due to increase to 1.1m daily test.
https://twitter.com/DopeinkInvest/status/1346267754685411328?s=19

300m Abbot tests! With around 20m capacity since November surely Novacyt will have sold 50m tests or so.

Broker 2020 Estimate:
Numis Target - £13.6 (€300m)
SP Angel - £14.63 (€287m)
Me - €440m > €660m

(July made £23.3m x 12 months = €313m)

2021
Numis - €380m > €600m
Me - €1b > €2b

* UK Gov PCR testing has increased 15 fold since June, when Nova had sold £40m tests. £40m x 15 = £600m (€660m)
. reached a similar number forecasting sales using Novacyt's know capacity data e.g. 4m June tests, 10m from August and close to 20m by December.

. 620k UK Gov PCR tests a day, (excludes private labs) = 18.6m tests a month. This is due to increase to 1.1m daily test.

https://twitter.com/DopeinkInvest/status/1346267754685411328?s=19

As we look forward to exciting in-content opportunities in 2021, thank you to everyone who supported us though an extraordinary year - here are our 2020 highlights???? https://t.co/yO29Th893C

assume we don't know the results date as we are 2 days into working year, so they likely have all calculators crunching away.

Must be quite an ordeal for accountants going from $13m to somewhere between £300m and £700m. We'll know not long after Primer know

Agree it's been frustrating waiting 6 months for sales. I'm used to NASDAQ quarterly reporting, that said im also used to large NASDAQ companies not hand holding shareholders. Nova have no need to Micro manage with RNS's like most on AIM (in the post #RMS, et al)

There's so much data out there for investors to utilise. For example UK Gov PCR testing rising 15 times since june, if Nova sales track £40m becomes £600m

Just yesterday Boris confirmed PCR test before entering UK and on entering UK. The new strain may have killed off LFT competition. Gap of 740k PCR tests between 1.1m planned daily capacity and 360k daily PCR tests. The truth is out there

https://twitter.com/DopeinkInvest/status/1346267754685411328?s=19

I'm very comforted that Novacyt is targeting ORF1 which gene and not the S gene where UK and SA mutations occurred. Wouldn't want LFT targeting S gene. Prof Alan McNally who runs Birmingham Lighthouse Labs says the Thermo 3 gene test missed the S gene mutation (link) which incidentally is how they Idendified variation.

https://www.theguardian.com/commentisfree/2020/dec/22/new-coronavirus-variant-b117-transmitting

There are some vaccine links, maybe small chance Nova have meaningful involvement in Vaccine production.

There's this advertised job, found by Larry on Twitter:

"Prepare materials, intermediates & bulk reagents to support production or for direct customer supply,.. include the preparation of VACCINES and other biological materials"
1/6 https://t.co/MbvCYcHQ7Z

And

Novacyt share non exec director with Oxford Biomedica who are helping manufacture the AstraZeneca vaccine:

"Dr Heath is a healthcare and biopharmaceutical executive with in-depth knowledge of US and UK capital markets with international experience in marketing, sales, R&D and business development.
He is currently Deputy Chairman and SID of Oxford BioMedica plc"

https://www.oxb.com/news-media/press-release/oxford-biomedica-signs-supply-agreement-astrazeneca-expand-manufacturing

In 2018 Novacyt were earing pennies now hundreds of millions, while Randox is outputting garbage

https://www.independent.co.uk/news/uk/politics/coronavirus-test-swabs-nhs-matt-han****-a9623186.html

Shaun P would seem Randox need to do PR as they have covered themselves in the brown stuff ao far.

Multiple accusations accusations of corruption (dido Harding, Jockey club, Cheltenham races, husband), faulty COVID test (see print and Newsnight), don't seem to be involved in key testing pillars

Track record of mishaps dating pre COVID with suspicions previously raised. IMO The Good Law Project will set the truth free

https://www.bbc.co.uk/news/amp/uk-england-manchester-46466710

Jason Sutherland doesn't seem to understand what Closed Platform means or White Label product.

Received confirmation in August from Inventor of MyGo/Genesig Q16 and former CEO of IT-IS CEO. Prior to IT-IS buy out:

"Novacyt have global distribution via a network of distributors and, for some markets e.g. UK, FR direct sales.

We make a number of different systems, under a variety of different liveries, our own brand "MyGo", white label and branded for Value Added Resellers e.g. Genesig q16 for Novacyt"

750 unit monthly capacity up from 150 in August. Don't see comoany chucking money and staff at a product that isn't selling or being used

30th June SP £2.65 and 6.3m UK gov PCR tests

4th July 63m UK Gov tests SP £8.51

Such demand for numbers by investors and so easily missed if you don't pay attention ;-)