Member Info for Quickdraw18

Maybe check out the FT or Prof Jon Deeks. Personally i like my testing companies to be selling £277m and earing cash £92m, not fighting professors and lawyers

https://www.ft.com/content/67224550-7b18-45c9-9923-c45bdaec546e

RegulatorUK

Suppose your unaware the UK gov did not buy more than the minimum terms of the initial anybody order placed with Abingdon with whom Omega were due to make 25% of?

That fluffed antibody LFT was baselines v a substandard antibody test which inaccurately inflated results from 85% to above the uk govs minimum threshold.

Other sources. Happy?
https://www.theguardian.com/world/2020/nov/12/covid-antibody-test-bought-uk-government-less-accurate-than-makers-claim

Good Law Project. Do you like to invest in companies with failed contracts and legal issues?

https://twitter.com/JolyonMaugham/status/1357968129914253312?s=19

Can't see wolfs invite to join him at ODX board. I did warn folk. So I will accept his invite

Why Omega with:
. one sale in 12 months
. canceled gov contract
. test that failed to meet minimum UK standards
. pivoted from antibodies to Antigen when they found out their LFT was garbage (tried to bend test results by using sub standard comparative test)
. Antigen LFT yet to complete tech transfer
. Spend much of their twitter time tweeting about cardboard boxes and unused machinery
. Window blinds cap ex plans
. Where are they in Validation process? Hard to tell as they ain't competed tech transfer
. Do you know if they are targeting N gene or S gene? If S gene like another UK company I'd imagine they are toast. Abbott agree with me, check their Q4 call.

I suggest you exit this BB. Though I will take you up on your invite. Will see you over there in a bit.

y away from companies with legal irregularities and just one off COVID sales.

I go for £277m sales, £92m cash, CEO £500k buy at above today's price, 10 COVID products in 12 months, more to come, embedded in UK's national infrastructure"

"An incredible story. Leaked documents seem to show Matt Han**** and John Bell ignored process and legal advice, and just took a punt on antibody tests.

That punt failed. And once again it's the taxpayer who is left to pick up the tab."
https://t.co/Q8cTkR8WSa

I stay away from companies with legal irregularities and just one off COVID sales.

I go for £277m sales, £92m cash, CEO £500k buy at above today's price, 10 COVID products in 12 months, more to come, embedded in UK's national infrastructure"

"An incredible story. Leaked documents seem to show Matt Han**** and John Bell ignored process and legal advice, and just took a punt on antibody tests.

That punt failed. And once again it's the taxpayer who is left to pick up the tab."
https://t.co/Q8cTkR8WSa

When you find a massive hole in your roof and foundations have subsidence sometimes it's best to move homes. Just saying

"Results for the test at the laboratory validation stage show sensitivity against HIGH viral loads was 97.1% and specificity was 99.9%"

HIGH pretty much makes these useless. Those with high load will likely have symptoms and thus would be sick and get PCR test.

"now in their final stage of validation in clinical trials" so awarded contract prior to approvals. Lessons learnt, none!!

20m bits of plastic, what are the good for?
Absolutely nothing

I'll wait to see the contract award. Just unnamed sources in FT

This kid in school with me saw the real santa when he was little

https://bidstats.uk/tenders/?q=surescreen+diagnostics

Completely agree K. I've read the UK gov is running a trail for a mix and match vax strategy with existing vaccines.

Hopefully the results of this study can inform how any future amended vaccines can be incorporated into immunisation plans.

We really need to control our boarders (never thought I'd say that 13 months ago). Copy the smart counties

PCR = Pretty Consistent Revenue

Think that's what it stands for

#NCYT #ALNOV https://t.co/PXbCAZGwEa

High global prevalence = high levels of viral drift, shift & with vaccines in play viral escape

It's looks as though South Africa won't use the AstraZeneca vax due to reduced effectivenes

South African variant is loose in UK = Probability of ongoing testing high

https://t.co/bBiLh68DDV

Meant forum, but maybe the spelling mistake works as well ;-)

PS quickdraw was also a meaningless name, I'm a uber long in general. 3 to 5 yr type of fella

Hi Karen sorry for the confusion. I'm changing my twitter handle soon. Dopeink was a pun on Organic Light Emitting Diodes (OLED's)

Company i was invested in made Dopent inks. If you own a OLED mobile or TV, thank you I made £0.00001 off your purchase.

Never intended anyone to read my twitter before COVID. Was just my research tool. But things have changed, I've changed and I would like to project a more professional image going forward.

As for the rest, my true firm will blossom soon enough :-) haha

Beware of unnamed sources too

"We note the article published today by the @FT:

https://t.co/yF89ZjSaSm

We continue to modify our Alva facility to upscale Lateral Flow Test production capacity.
When contracts or supply agreements are signed, we will announce in line with AIM disclosure obligations"

Van wasn't a dig to the many great contributors on LSE, more a plug of what i am to become.
Such a shame good research is so easily lost on here. Which is why some migrated to twitter, but that isn't ideal either, hopefully a new vehicle comes into sight soon :-) something modern, something electric

Shaun my understanding is PCR is required anyway as no vaccine will be 100% and it only takes one person to slip through

My view on antibodies, Mirriad by Roche and Colin CEO of Omega, antibody testing ain't a monte maker

Good for studying vaccine effectiveness. But not something you do on the masses. Sample of vaccinated.

Will go into detail in near future, keep an eye out for those with Vision on twitter ;-)

MrDribbles while it's true its in the viruses best interest to become less deadly, there a equation at play:
Increased ransmission v Severity

If transmission increases at greater rate then virus severity weaken the net effect is more hospitalisations, adding furher strain on quality of care which can result in increased mortality even the the actual strain on the singular may be less deadly.

The number crushers are figuring this out, would expect data on this over the next month

Shaun P Abbott sold just 15m of their 100m antibody capacity.

Looks like the antibody market has been over hyped industry wide. PCR is where its at. Looks like there's room for a good antigen LFT. Check out the TNI soon for 2020 diagnostics recap and our 2021 insights :-)

Awfully smell from Abingdon, BBI, Omega and Sir John Bell. Avacta by proxy as BBI and Abingdon are developing and due to manufacture their test
May i suggest investors of those companies migrate their cash over to a company who have released 10 COVID Tests in a year, £277m 2020 sales, £213.7m H2 rev, compared £63.3m H1 2020.
80% gross margin
· EBITDA profitability for the full year £187m, with H2 2020 EBITDA above £143m. £91.8 million cash. Better option than possible bankruptcy

Porky sadly too much info gets lost on here and isn't a great format for sharing visuals. Hit me up, I avoid the pump and dump crew as much as. Mostly simplify scientific views as best i can

https://twitter.com/DopeinkInvest?s=09

Thanks for the info on sequencing Harvey. I was quoting Dido on the 8 days, this is the UK's experience right now.

They hope to half this in the coming weeks, with process improvements, maybe improved test. Nova said they are looking to improve on current speeds

Possible post COVID potential markets.

300,000 women that die every year of cervical cancer. 80 million people in the world have hepatitis C. Many people are dying every year. There is a cure for hepatitis C. Tuberculosis, one fifth of the population has infection of the bacteria of tuberculosis worldwide.

Part of the problem is upfront cost, benefits in the longer term. Typically a political hurdle, linked to election cycles. Should give a bit of momentum is that now the investments have been made, so these molecular diagnostic (PCR) platforms are out there. Novacyt will soon have a decentralised platform installed accross parts of the country. 300 units, maybe 1,000 units, cash generators