Of the many things required to dominate the POC market, two items stand out as being critical:
1. Product is the best (or one of the best) on the market. 2. Manufacturing is able to keep up with demand.
You can have the best product in the world but if you can’t make it quick enough, you lose out.
We are pretty confident on product quality (see previous AS quotes). Think carefully about manufacturing though. Affimers are much easier to manufacture in volume. When the volumes become MASSIVE (think parabolic curve) it matters that you can turn manufacturing up to 11 and then way beyond. I think the manufacturability of the Avacta product is going to be a major contributor to our success.
RE: Mologic Rapid 10 Minute Test - Airports29 Aug 2020 10:43
Exactly ST. This is the airport naively attempting to turn the thumb screws on UK Gov. This from the Independent:
“ Heathrow bosses are examining the findings of the trials and will share the information with ministers in an attempt to persuade them to replace quarantine for “red list” country arrivals and increase passenger numbers again.”
RE: Avacta’s share price on Abbot type order???28 Aug 2020 07:56
AS is an extremely busy guy. Every day will be flat out. The bank holiday is the perfect time for him to sit down with some piece and quiet and write the mother of all RNS with no distractions. It is the sort of RNS that a CEO will take immense pleasure in crafting.
I don’t personally think you will need to wait for a vaccine. The 10 minute saliva / pregnancy style Antigen test from Avacta will be available in the next couple of months. I expect the Saga SP to start a significant uptrend once the market realises this. No need for a vaccine, just don’t let anyone on the ship who has Covid then keep testing during the cruise.
You get the biggest adulation when a new product is: 1. Brilliant 2. Preciously unknown about 3. Available immediately
Imagine the kudos Boris will achieve when he stands outside number 10 with the LFD and announces:
1. High performance saliva test, results in 10 mins, no equipment needed. 2. Developed by a UK business with string involvement of UK gov. 3. Teachers will all use it twice weekly when schools go back. 4. Available to all of us in due course.
Big round of applause, Tory party popularity rises 10 points.
RE: No RNS today Media stuck into Exams.20 Aug 2020 17:56
You can easily imagine BoJo will want the glory of announcing the LFT product to the world. Can just see him stood outside No.10. holding one up with Union Jacks left right and centre. He loves something visual to show off.
Al is northern though and may well tell BJ to do one. I would.
Could Al be planning to release figures for both BAMS and LFD in one monster RNS? Releasing BAMS figures alone would lead to rampant speculation regards what the LFD numbers might be, none of which is actually useful for the volatility of the sp.
First batch of post-trial tests are being issued to all shareholders plus staff of the Wetherby Whaler. This is to facilitate the upcoming “Pie, peas and a pint” event. Parking for Lambo’s is available at the rear.