Member Info for RorkesDrift

OK I'll leave it there

I keep seeing other company sold first £2.8b but that company had other products

Tils CEO stated current market segment is £350m. So from that need to decide market share.

If they gain 10% no price competition and we assume a valuation of 5x revenue = £175M.

Play with numbers from there - 10% would seem low in long run but hospitals don't swap out kit that often.

Says hey why the big spread

I guess my concern is one of impact - if the scientic faculty thought it was huge wouldnt they ask for oral presentation?

I get its poster on ppt but you get my point?

But we all check just in case ??

So we are in a different place than we were going into lock down.

Part of that is better resources are in place but also I think that govts are confident that solutions will arrive in the order of

0. Isolate the vunerable, change behavour
1. Rapid tests
2. Treatments
3. Vaccines

Avacta well placed on testing - whilst we have limited news ive not seen anyone seriously push ahead.

Look who's back
Doggy's back

Have you bought in or just stopped for natter.

There might be, there might not be.

It depends.

I can confidently predict the share price will continue to go up and then down a bit or the other way round.

I'm loving this split company in two. Many pharma companies dont want to venture into diagnostics and vice versa. Makes sense to put one in the shop window all nicely wrapped and drive the valuation on the other.

Why has this been accepted as a poster and not an oral presentation. Has anything been formally published / peer reviewed?

https://avacta.com/avacta-ceo-alastair-smith-provides-update-on-covid-19-collaboration-with-cytiva/

Lol. I'm working on anti rhyme as well

Has anyone not not got a rhyme for duck.

I'm going with roundabout.

Wow CO - thanks for the post. I hadn't considered the spike protein - could do ratio - virus vs spike protein.
If an institution had to choose between a PCR and a MS test which would they choose - I'm thinking we couid start with tbise numbers. If not how many tests are we not doing due to PCR constraints. Must be lots of university types doing nowt at moment

Oh hang on.....

I don't believe it. What can this possibly mean.

Discuss

Interesting parallels.

I'm thinking a vaccine might help though.

Hi. I understand it can be a quantative technique but i dont know how much viral particles are in a sample helps in treatment options. At moment my understanding was the advantage affimer brings is that suddenly a lot of high throughput, readily available (perhaps not) generic MS kit could be utilised as a are you +/- Cv19. As I say I'm the living embodiment of a little knowledge is a dangerous thing. Perhaps enjoying learning some science too much as well - just been reading teach yourself A level MS.

In terms if the commercials what are the inputs looking like for this particular test.

Volumes, pricing, margins?

Good spot - thank you

Hi all. I'm already in.

I don't know if the recent sales related to Covid are in. Looking at reports it doesn't look like it is. Given top line was growing healthy and bottom line held back by exveptionals the next update should be very positive. Any idea when it might be - don't seem to do a lot of trading updates.

You disagree - why that's worse than insulting my family. I'm going to retaliate by filtering you and sitting in my camper van with a pipe. It does mean you are free to take the **** as much as you like and I won't know but that's your loss.

Oh hang on....

Sounds like Perdita is talking about biomarkers. For example CRP (marker of sepsis) E2 (marker of ovulation), sRAGE (marker of COPD). So mass spec can do +/- on viral presence I think. It can also quantify (from what lord professor monkshood said i think this is approach specific). I'm not sure Perdita is talking about MS on virus but more our bodies response. The interviewer was like me - no tricking idea.