Member Info for RorkesDrift

Can someone ring IT and ask them to come up

And you join us here at the vox awacta handicap stakes. The favorite is looking good with a starting price of £1.45. Starter has raised her gun, the kettle is on and the excitement builds

https://giphy.com/gifs/michael-jackson-comments-popcorn-pUeXcg80cO8I8

At the risk of mentioning that bloody cat again there are too possibilities

1. They don't get a test
2. They do get a test
4. Its back again

So the risk bit is how you factor in that unknown - at some point in the future someone will open the box. If it were a coin toss then 50:50 chance. Do you think their chances are more or less than a coin toss in the timescales you require. Adjust your risk factor accordingly.

If the get a test and sell £10M I'm suggesting you value that as a cash on the balance sheet rather than earnings since they are unlikely to be reoccurring over the timescales used for a PE type of approach.

Furthermore, it ignores the other projects that do aim to deliver over medium to long term

https://www.facebook.com/1239373626/posts/10223012740047157/?extid=zS3DBFA1T2LQ49Mk&d=null&vh=i

Most guys in the lab would love to have enough money to buy stocks

Tastes horrible and the flour is not much better

In short term

1. Calculate how much profit they make from covid
2. Treat it like a balance sheet asset rather than a forward earnings
3. Multiply by a risk factor - if you think chance are 50:50 multiply by 0.5
4. Divide by number of shares
5. Recognise approach is easy but flawed
6. Tell us what you come up with - best case and worst case

What will happen to wider market

I'm off to panic buy toilet roll, cereal and Jaffa cakes

4. Ah there it is

I'm going to ask if they intend to raise any more money.

Be good to find out

1. Who will make the test for the Boo Boo mates
2. What does he mean by strategic investor
3. What does he mean by middle of summer
5. What happened to 4
6. What are the projected timescales for a covid 19 and are they in my lifetime

My understanding is Awacta have exclusive commercial rights.

In terms of research Leeds university can do what they like

There are similar molecules such as Darpins and those little Abs from camels.

Im still going for my body weight in ice-cream at next years AGM whatever the price.

Vertex are a one trick pony in a small therapeutic space, worth about $20B. To get there we need to be safe in humans and more effective then Mabs. That journey is at least five years - the therapy is new in humans (its not precision) and likely to go for unmet need in orphan disease - the strategy of partnering gets us there but its catch 22 - without the first big pharma sticks with tried and tested. Awacta do have a secret project and I'm hoping its a mab competitor. TILS have two unproven MABs and they are Mk cap at £100M - shows how much risk there is

Phew - I hate it when info is of page 2 of the board.

Whatever you do don't bump messages back to the top

PL75 - you have a website?

Now we find out?

Are there pictures of cats and drooling (write your own joke and insert)

I noticed they actively mentioned Omega at which point a load of hearts went up.

When they talk about LFDs I think it is the rapid test consortium they are discussing. I believe everything else is reliant on industry getting it to a point ready for validation. The Dan bloke laid out the pathway very well but the sense I got is no one has reached that point.

The AHSN bloke mentioned LFDs but the fact they need to use something to deactivate the virus for posting got more discussion and a whole slide.

My take is really good to watch (with pillars and workflows it could be a innovate UK meeting) but UK is backing the consortium with plan B being to piggyback if someone else makes the breakthrough.

LAMP seems to be getting more attention than I think it deserves - friends in high places.

Brilliant brilliant find. Thank you.

Yep. He is the one with all the beads

Could you not have an affimer for each of the different bugs. So E.Coli channel lights up if its that?

Not sure if you could determine resistance but surveillance data from microbiology would shape choice of antibiotic once you know what bug it is.

Group B strep strikes me as obvious target. GDR have just developed gentamicin susceptibility test which will be close to bedside.

Adeptrix

On basis that we know there is a significant risk of a second wave towards winter we know this could coincide with flu season.

A test that can discriminate between the two would then be a second second wave of tests. PL75.

However, I'm also guessing if we cannot yet vaccinate for covid we can vaccinate for flu.

Ergo which companies would benefit.....

GSK must new kicking themselves for dropping out of that space.