Member Info for RorkesDrift

So if its via Cytiva then they will influence promotion, price, distribution (4Ps stuff) and likely to differentiate the two tests. The value proposition may be deliberately different

Next week is looking odd - two competitors both reliant on same developer.

I'm offering odds on an affimer gold nanorods uber product

This is a dumb question. I cannot think of a better place to ask it.

What is the commercialisation route

1. Avacta commission Cytiva to manufacture and Avacta sell it

2. Cytiva buy affirmers off Avacta and Cytiva sell the test

I'm going to risk a little knowledge is a dangerous thing.

Manufacturers are used to Abs as the binding reagents. They are used to a variety of signal molecules including gold particles

In terms of adopting new tech the jump from Ab to affimer would look small - both proteins

The gold nano particle maybe trickier.

Added to that affimer LFD has been shown to work in Zika and Crimean and Congo haemorrhoid fever

Its got to be the 2021 Annual Meeting. I'm booking my suite at the Weather by Hilton and reserving a camper van sized space for the Colonel.

From their website Jan 2020

ecause our present operations are in the research and development stage, we have no manufacturing facilities for
any new products which we may develop for commercial sale, and the design, development and establishment of
such facilities will entail significant costs and risks at all stages for the future commercialization of such products.

So will have to contract third parties (just like Awacta). I think Awacta already have manufacturing deals in place

Not sure at the pricing suggested by Sir A.

Companies are already testing workers and I suspect that employees will be given a stick Friday and asked to test Monday before coming to work.

In terms of capacity I think they suggest its modular. You just add more units as and when you need to.

Looking at the Investor pack most of the slides are relevant to Awacta.

I've seem multiple threads about "sensitivity" on here. They seem to be as twice as sensitive but use large Abs. I wonder if affirmers being smaller mean you can fit more into a given space thus lowering LoD

They are both working with Cytiva. Maybe someone will put 2+2 together. A soon/awacta test might just be the best think going. Maybe that's what they will announce next week - all on the same agenda.

Sir A suggested 100Ms yesterday. I'm presuming someone in the BD dept has run some numbers.

Assume 5M key workers and 6 months of weekly tests. Nearly 100M in UK alone.

Thx

Their MKT cap at £54M.

Their gentamycin test could generate revenue of 90k tests x £60 in UK.

However margin takes a hit cause through distributor.

But US would just send it orbital.

Difficulty is the test is worth shed loads or nothing. Makes putting a fair value on SP difficult

Scotland are saying they want to test all care home staff every week.

There are 1.6M adult social care jobs in the Uk

https://cancerres.aacrjournals.org/content/79/13_Supplement/2248

I think this is the project mentioned yesterday in presentations.

Only cause I refused to sleep over when you asked time meet up

I'm guessing you just used a word that you don't know what it means. That's what happens when you self isolate in a camper van.

James give me a hand. Point your least shti post out for me - I'm intrigued if there is anything more insightful than an excited seal clapping because someone waved a fish at it

Is MRSA screening done prior to admission or on admission. Genuinely asking but what is time from test to result. Would be good to have an idea of price to benchmark

Ooooh handbags

Before making such statements can I suggest that you do just a little research on side effects, particularly of medical solutions designed for political rather than medicinal reasons.

You think over 100 companies are researching vaccines for political reasons rather than medical. Yet you want a sensible discussion. Struggling to join those dots up but if you lend me your crayons I'll have a go

Anti-fax are the lot cutting the heads off statues

What do you make of their gentamycim test?