Member Info for Retireby40

Sorry Bella but for full year results most PLCs get the results out within 4 months, the annual report tends to come a week or two after and the AGM a month after.

Anything Abbingdon mentions about us will not likely be material or we would have an RNS. Just tempering expectations for tomo at 7am!

NU agreed although that doesn’t include MWG.

Anyway, here’s hoping we have China Resources news as that’ll break us higher and hopefully back into the 40s or more.

Saying momentum continues from our biggest month in Q4 to the next year may not but fanciful. We have decent visibility with the framework agreements so we should good idea what labskin will produce H2 2021 and beyond (from Dec). We did £2.4m Q4 so really to continue momentum into 2021 (growth) you’d expect Q1 to be say £2.6m (less than 10% growth) so Q2 would’ve been £0.7m which is frightening. Anyway, he needs to stop exaggerating. So yes I expect £13.5m+ FY21 (for treble digit growth) ir it’s the same old pumping from GB.

The most disappointing thing for me is labskin (excluding skintrustclub) not seemingly growing. Bearing in mind it has one off agreements but with the large top 20 cosmetic cos framework agreements so there is visibility. SKIN produced some £4m last year and let’s say £2m was in Q4 (£2.4m today) and GB said momentum had continued into 2021 yet we only did £3.3m in H1 so suggesting the momentum continued is a lie and with 6 months of MWG it’s going backwards. Yes H2 always stronger but GB said momentum continued from Q4 into Q1 2021. Also, we haven’t had a revised guidance and given we’ve had nearly £6m in MWG orders to be shipped this year and with last years SKIN (not MWG) revenue we would be over £10m.

We’ve guided £10m which is 50% growth on last year (6.7m for SKIN and MWG) so no I don’t think GB is going a superb job. I think he’s doing okay and needs to stop exaggerating and start delivering. Treble digit growth on last year would be over £13m so some £10m in H2. I hope he has delivered this and I hope H2 is cash generative.

Fti is a specialist financial PR consultancy, they therefore get involved in financial PR, not product stuff and the like.

Many thanks to the #COPD teams that have submitted data for the @NACAPaudit. Recognising how busy teams are we have extended the deadline by a week to November 19th. These data are fundamental to help us address the challenges facing us all. #COVID19 @RCPhysicians @BTSrespiratory

After some very good days but a little over 5% above discounted placing price. Yes I’m happier than I was last week but the market has proved this is and there is no increase in guidance hence a little muted. Great to see but we need news on China resources and that’ll get this moving.

The sooner the better as another delay into next year will be frustrating.

Hope you’re right Bella. Makes sense given the recently published study. Hopefully positive news soon.

That could be for professional use. Why mention the EU HUA and not UK in the interim report of 31 Sept.

It’s weird not to go for the UK too but why only mention the EU?

The regulatory approval of a self-test version of the AffiDX(R) SARS-CoV-2 antigen lateral flow test is a critical milestone because self-administered testing represents a significantly larger commercial opportunity than professional use testing. Avacta is working closely with its partner Medusa19 to support Medusa19's application for a CE mark for an AffiDX(R) SARS-CoV-2 antigen self-test. Good progress is being made in this regard with the submission of the regulatory documentation to a notified body in Europe. Medusa19 and Avacta are currently awaiting the response of the notified body and will update the market when a response is received.

We submitted to a body in the EU for self-test not the UK so I suspect it‘a another supplier.

Was decent enough and a decent number of campaigns under negotiation etc. I will be topping up before the end of the year when funds become available and will leave them for a gold while. Potential here is massive. Somewhat disappointed another Tier 1 US provider hasn’t partnered but suspect it’ll be soon enough.

2.30pm

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Event: Consumer Goods & Digital Services Virtual Investor Conference
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Anyone know if a new study would be considered material news so should be subject to an RNS?

From waterloo01 on the ADVFN guild (which I highly recommend).
Seems someone has answered the variant question on our behalf SARS-CoV-2 Alpha, Beta, and Delta variants displayenhanced Spike-mediated syncyt ia formation As the variants did not show any major difference in replicationunder basal conditions, we next investigated whether they were differently sensitive to the interferon response. To this aim, we pre-treated Vero cells or U2OS-ACE2 (S-Fuse) cells with increasing doses of IFN-b1 and infected them with the different variants. IFN-b1 was equally effective at reducing viral replication of D614G, Alpha, and Beta variants in Vero cells (Fig EV3A). Preincubation of S-Fuse cellswith IFN-b1 also abrogated infection and syncytia formation to thesame extent for the different variants (Fig EV3B). Therefore, IFN-b1similarly inhibited viral replication and reduced syncytia formationby D614G, Alpha, and Beta variants htTps://www.embopress.org/doi/epdf/10.15252/embj.2021108944

Freedosh’s take -
Nobby, waterloo01 highlighted the key piece of text. Inhibition of syncytial formation is the critical function, IMO, given the relationship to lung pathology and also cytokine release and hyper inflammation - all in addition to replication inhibition amongst the variants.
“ As the variants did not show any major difference in replicationunder basal conditions, we next investigated whether they were dif-ferently sensitive to the interferon response. To this aim, we pre-treated Vero cells or U2OS-ACE2 (S-Fuse) cells with increasing dosesof IFN-b1 and infected them with the different variants. IFN-b1 wasequally effective at reducing viral replication of D614G, Alpha, andBeta variants in Vero cells (Fig EV3A). Preincubation of S-Fuse cellswith IFN-b1 also abrogated infection and syncytia formation to thesame extent for the different variants (Fig EV3B). Therefore, IFN-b1similarly inhibited viral replication and reduced syncytia formationby D614G, Alpha, and Beta variants.
As good as it gets.

Morning, Where did that info come from?

From today -

https://mcusercontent.com/d9ebd7c1aa0f3dbc5fab42eca/files/e7d3523b-2788-3e02-472e-d68d90d83069/Deepvergeplc_Research_Update_28October2021__FINAL_BGv2.pdf

Great news. Do we take from this no gov’s were involved in the £2.2m shipment?

Chesh - Would they be signing deals without a China resources deal signed? I cannot see it. We are expected to sign a deal while this trial runs, surely not?!

12.913 % voting rights through ordinary shares snd a further 1.309 % through CFDs so a total of 14.222%

https://shorttracker.co.uk/company/GB00B0381Z20/