Member Info for Richob

Having established that we have partnered with our main LFT competitor (Mologic), I thought I would look at the manufacturing capability we have in the UK (initially).

Seems that we have:

ENGLAND Abingdon Health and Mologic
WALES BBI Solutions
SCOTLAND Can we mention Omega DX without MB needing to get the coffees in?
N IRELAND This could be CIGA (not mentioned previously but now that we have EU border issues might make sense).

Will continue to look for Asia and beyond.

PS Infinis - agree with what you said.

Somebody asked earlier about tests in South Korea. Initially these were PCR but they have now gone with lateral flow.

Onwards Avacta.

... around the £2 mark, I have been reading through our competitors and have come to the conclusion that the biggest competitor is Mologic.

Oh, we are now partnered with them ....

"The partnership between Avacta and Mologic also provides a framework agreement for the future development of a pipeline of tests in a range of disease areas. The possibility of combining Avacta's spike antigen test with Mologic's nucleocapsid antigen-based technology[2] in a single lateral flow device is already being explored. A hybrid antigen test such as this is expected to be a world first and has the potential to deliver an extremely sensitive lateral flow coronavirus antigen test."

Phew.

Onwards Avacta.

Been reading up on this collaboration given that Moderna now have a vaccine.

There are a few articles available if you Google avacta-moderna-mrna about combining the mrna tech with the affimer tech.

I had forgotten about this collaboration which has actually been for quite some time.

Onwards Avacta.

Well spotted, muck.

Whist MDSAP wasn't mentioned in the RNS, this may have been because of the UK expectation but the RNS did notably say not currently for sale in the US.

Currently is an interesting word in this context.

Onwards Avacta.

Beret. It seems that MDSAP is accepted in five markets.

https://blog.sierralabs.com/medical-device-single-audit-program-mdsap-explained

Beret. Thanks. Just checking I had read it correctly. Sounds interesting.

Onwards Avacta.

Do Mologic cover Canada, Australia and the US through MDSAP?

https://mologic.co.uk/our-capabilities/quality/

Agree, PL.

Key takes from the article:

32 million per week (UK)
Rapid antigen tests

Alistair has said all along that we will sell as many as we can make and manufacturing is key.

Looks like governments are finally seeing the potential of testing.

Onwards Avacta.

If I am understanding the expected news flow over the next twenty eight days it is:

BAMS update from Bruker
CE update from Mologic
ISO accreditation for Avacta

Plus, potentially:

Additional manufacturing partners
An update from Affyxell on a therapy

Not a lot not to like and twenty eight days left on a long journey really doesn't seem that long.

Ahead of the green box crew arriving after this post, the bus company will be putting on a "Deramper Special" which has the following attractions:

Background sound featuring the latest interview
A full reading of the latest RNS news
Pastor Smith taking confessions along the lines of:

I (insert name) am a deramper and I have tried to get others to sell their shares so that I could buy in cheaper. I wish to atone for my behaviour ( round of applause from other passengers).

(Pastor Smith) Be blessed (insert name) and worry no more. If you make your first purchase of shares now you will not have missed the boat/bus/rocket that is due to leave and all you then need to do is say sorry to those that you have tried to deceive, not that you actually succeeded.

Please don't worry if you are one of my numerous green boxes and miss the first bus. The bus company has more than one bus, though these will all shortly be required for "The Executive Shareholder trip to The Wetherby Whaler".

Onwards Avacta.

They've probably clicked on the share trades button, Ndn. Tells a story I think.

Onwards Avacta.

Good week with the interview being particularly positive and highlighting the numerous avenues for success.

Going to start the weekend having a pint with my friend:

https://youtu.be/dsj29y7URNk

I'm expecting sooner, LDA.

Not sure the study needs to be that big:

https://www.gov.uk/guidance/ce-marking

Seems more about other things and obviously having the ISO, which Mologic do.

Onwards Avacta.

LDA. I believe they send end of March but also think they have learned a lot about missing dates so would think have allowed some leeway.

Onwards Avacta.

The Avacta website was updated on the 3rd Feb.

Premier Miton 4.66%
Baillie Gifford 4.63%
Conifer 3.54%

These will only change if they go below 3% or above 5% or if someone new hits 3% or the total number of shares changes.

Wish I had 1% never mind 3%.

Onwards Avacta

Apologies we didn't get a BAMS update this morning, I got that wrong.

Even though this is still to come it looks like the penny is dropping with regard to everything in the pipeline here.

They will need pliers in a strategic place to get any shares from me.

Onwards Avacta.

Thanks Luke et al,

https://youtu.be/Mr8glaM4ruM

https://youtu.be/Mr8glaM4ruM

Onwards Avacta.

Luke, it said:

BAMS™ SARS-CoV-2 Antigen Test clinical evaluation underway at a UK NHS hospital site. Initial performance data are encouraging and work is continuing to refine the assay protocol for use in the clinical workflow on hospital-based MALDI-TOF instruments. On 28 January 2021 we entered a collaboration agreement with Bruker Corporation to evaluate the clinical utility and commercial potential of this test.

Think this should be about there.

Onwards Avacta.

Don't recall anything about BAMS today.

Can't believe that the well researched interviewer hasn't heard about and clearly Alistair knows all about it.

Timescale wise, if CE marking by Mologic is anything to go by, the timing must be close.

Onwards Avacta.

I'm fairly sure it is another one.