Member Info for risehall1

If you receive a takeover offer that is too low you just vote against it. Quiagen shareholders voted against their takeover. It depends at what average value the majority of shareholders bought in at. Would they vote to crystalize a loss? Novacyt are also a French company, the French don't think so short term and will block a takeover if not in their long terms interests, commercial or national security.

You know the saying happy as larry comes from a boxer who won $10,000 in a competition in 1890 and a New Zealand newspaper ran the headline Happy as Larry?

The reason why no plan B is that the government cannot afford it and it will harm the economy. Marvellous how they suddenly produce research showing that although cases are rising, they will actually fall before winter.
https://www.dailymail.co.uk/news/article-10131417/Boris-Johnson-warned-Covid-Plan-B-cost-economy-18billion.html

Can you see covid testing ending in 2022 though? I can't. I think we will be battling it for a while. Can't see LFT winning out over PCR either because LFT can't detect emerging variants.

This article is hidden behind a paywall. Trying to achieve "herd immunity" will not work with covid.
https://www.thetimes.co.uk/article/risk-of-covid-19-reinfections-on-the-rise-9h2mcv3kw

You called it right bunsenburner. Be interesting to see what monday turns. Could the momentum be about to turn from negative to positive?

It is not so much a winter of discontent, it is the "new normal". The current generation of vaccines alone in themselves are not enough to keep covid at bay. Worse still covid is trying very hard to mutate to get around the vaccines as the growing proportion of delta plus cases shows. Masks, distancing, testing will be needed for quite some time.

The issue of a Nasdaq listing was previously dismissed - and for good reason. The company already has a dual listing structure with shares trading in the UK and France. About 2/3rds of the shares are traded in France. To list on Nasdaq as well that would mean an extremely complicated share structure which would be expensive to administer. I don't even know of any triple listed companies. You could delist from the UK or France and relist on Nasdaq but would French holders be happy with that? The French seem to look after their national interest unlike the UK.

Absolutely agree, it is odd. Where is the transition period though to ensure a smooth handover so perhaps we should allow some time for the new man to find out what is going on.

There is absolutely no chance of Novacyt merging or being taken over by Amryt. Completely different products, different area of speciality, different funding requirement. It is as crazy a suggestion as a merger with Easyjet or Boots with the intention of providing low cost tests for holidaymakers.

Unless they had an approach from Thermofisher. He wouldn't be able to remain in his post due to the potential conflict of interest. Thermofisher had tried to acquire Quiagen for $11.5bn but the deal fell apart. They have plenty of cash to fund acquisitions. Novacyt is undervalued and unloved. Only problem is we don't want a sale at a knockdown price. Funny Mullis leaving three days after Plummer as well. Coincidences, coincidences.

It is strange because he hasn't been in the job long. If it is the DHSC dispute settled we will find out soon enough as it would significantly affect the financial results. The other possibility is that a conflict of interest might have arisen. He previously worked for Thermofisher.

Mullis is old news. What matters in the near future is demand for covid testing. So what are the odds that this time next year as much testing will be taking place as now? It also rather makes a nonsense of any herd immunity approach. These new variants also appear to be getting stronger and fitter overtime not weaker. A local school has just shut purely because covid has run rampant very quickly and so many teachers are off sick at once, they don't have enough staff to stay open. They abandoned all measures and it doesn't work. Testing, masks, distancing, hygiene are all required on top of vaccines.

They have left it a bit late for the booster programme. I said before, they made a big mistake leaving it to a committee to decide when to do booster shots. With no consensus they wanted more data before making a decision. By the time the data was available, the decision is too late as it takes months to vaccinate millions of people. Additionally, the vaccination programme lost a bit of momentum after an initial surge. Dealing optimally with covid requires rapid decision making and the need to weigh up complex matters often with incomplete data.

Wish me luck as you wave me goodbye. Might have been appropriate for Mullis. Might even have garnered a smile.

Definitely. He's very popular with little old ladies, even moreso than Cliff Richards. They say he smells like cookie dough and vanilla chocolate.

I love your optimism. With your optimism and my good luck I believe this share can break free of the doldrums and will indeed surpass the meagre prediction of £19.15 and go on to blast through that eventual target of £54.

https://www.news.com.au/world/coronavirus/global/australia-urged-to-act-on-vaccine-inequality-as-experts-warn-covid19-could-mutate-within-a-year/news-story/752a3e3018caa43b8fb5b0f8500ce25d

https://www.theguardian.com/world/2021/oct/10/getting-flu-with-covid-makes-you-twice-as-likely-to-die-says-uk-health-chief. Multiplex!

A mutation would explain it. Remember that Breton variant? Fortunately Novacyt do a lot of surveillance to make sure their pcr tests remain effective.