Member Info for Retireby40

Ensure that rapid antigen testing is conducted by trained healthcare personnel or other trained operators WHERE appropriate, and in line with national specifications, and in strict accordance with MANUFACTURER’S INSTRUCTIONS and subject to quality control".

Hopefully Medusa gets positive data for home-use and we can provide instructions for it!

Yep. Good news is end of Q2 saw positive signs from the US and that really needs to continue. It should really with Pepsi Co snd Disney. Really hope they’re able to shorten the sales cycle and increase the number and size of these deals.

After raising at 40p and all the optimistic maybe rampy interviews after I hope the CEO is feeling some pressure. Still cannot get over H1 although get H2 and particularly Q4 the busiest time but seriously poor and less than double forecast for H2 and that is with a broader Tencent deal, Pepsi Co on board, Disney et al. Campaigns take time to plan but if these guys cannot concert their pitches or indeed scale this looks like it could be jam tomo for a while. I have not sold any FWIW but am kicking myself for my large top-ups a fair whack higher than the 40p raise. Stephan and team need to pull their fingers out.

Gruffell, you’re making stuff up! The entire SAB hasn’t resigned. Of course you’ve heard that. Absolute BS.

He said he’s reducing his portfolio and keeping 4 of which AVCT is one and he’s been adding to his position.

Firegazer, now there’s a blast from the past! At least one MM moved off the ask, now 3 v 1.

And very little share price move. Odd.

https://www.edisongroup.com/publication/ad-industry-game-changer/29812

Avacta sold its first batch quickly and one would think the next batch will be larger as production increases and I have no doubt that will sell quickly too. LFTs needed for another 12 months at least and I don’t believe Avacta will have any issues selling what is made.

Decent content but the last bit is a little redundant if an RNS drops. Activ-2 news and surely progression imminent so the current range immaterial. If we were just waiting on our own phase 3 I’d be tempted to slice some up here but given Actov-2 news any day I’ll hold as positive news on that and we’ll be back beyond our high.

Moving successfully from ACTIV-2 to 3 would surely see EUA applied for and likely granted.

The regulated RNS stated it was independently clinically validated. I don’t think they’re lying and the NOMAD has to check the RNSs for accuracy. Of course they didn’t have their people do it in Spain FFS.

I’m sure Alastair has asked the independent Spanish outfit to run some more samples to increase the number. No issue with that. Hopefully we get specificity higher still.

I’ll discuss this matter no more. I believe regulated RNSs rather than someone with a clear agenda. Cheerio.

I’m not gonna to discuss it further, thank ****. What a twat!

Anyway, when the CEO says it has shown by independent clinical evaluation (we know it was in Spain) I take his word for it. Most normal people assumed this to be the case but good to have it confirmed.

It was obvious to most it was independently evaluated. Are you calling Smith a liar, the NOMAD would be in trouble too.

The test has been shown by independent clinical evaluation to be 100% sensitive for patient samples with a PCR Ct value below 27 (high viral load), 98.0% sensitive across a much wider range of viral loads and with 99% specificity. The test has also been shown to detect all the major variants of the virus including the delta variant.

Glad that was confirmed. It seemed obvious to me but Ndn71 repeated many times it wasn’t. I’m sure they are getting more more carried out to get a decimal on the specificity as mentioned.

Recruiting isn’t material so not worthy of an RNS, first dosing will be though. They could have put out an RNS reach but looks a little desperate IMO.

No worries but agreed wassap talked rubbish on purpose or can’t read. They even forecast end of year cash. I hope/expect they get more than 70-90% more than H1.

Closing cash at the end of June 2021 of GBP29.8m

Cash and cash equivalents at 31 December 2020 up 85% to GBP35.4m

They burnt £5.6m so less than £1m/month and although they have added staff the increase in revenues should more than offset this so they have a large runway (3+ years).

Oh and for the record I believe the acquisitions of Rinocloud and MWG were both superb bits of business which is why I still hold. Truly great fits and should make DVRG into a much larger beast.

I’m relaxed and am not surprised the negotiations will take longer. Just saying there was no need to say a week ago all was on track. Brings credibility into question.

Anyway, I do believe the deal will be transformational and worth the wait. Better to get the best deal rather than rushing to sign and not getting the best terms/deal.

Not sure why we’re talking about another acquisition, pure speculation but if that was on the cards I’d be out like a shot too. Let’s get our current group in order first.