Member Info for RorkesDrift

That would be a £4B company. I'm struggling with how long will the world need mass testing and what competition on the way. That said if they succeed in their other endeavours AND achieve Nasdaq listing then 2023. Phase 3 study in oncology will trigger rather then revenue

I know I look like I'm replying to myself but I invested before test became the big thing. Just reminding myself.

Over the last few years, several new highly multiplexed imaging methods have been developed. These visualize proteins and their modifications. Primarily use antibodies that flouresce. Antibodies because they bind to specific shapes. So do affimers. Now I believe 2+2........

I'm thinking a tube train is essentially a long metal.... Oh hang on ??????

Lol. So all these other diagnostics are primarily application techniques. People have been developing antibody based diagnostics with incredible sensitivity - for example when they bind an antigen they change shape and perhaps absorb or scatter light in a different way (there are other ways). The advantage these tests have is the response is proportional to the amount of antigen that binds and that is dependent on concentration (say I'm blood). Avacta already working on this type of test for sepsis - measuring LEVELS of biomarkers. Affimers have numerous advantages over antibodies. Not a doctor.

How many of those flights are internal return flights?

Been doing some reading. During operations or trauma blood loss can be a problem. The body creates a clot to stop blood loss but also produces molecules to break this clot down - it is a balance. Issues with current products - expense and side effects.

Affimers were developed in Leeds. Same guys published last year on using affirmers to block the enzymes that break clots down. In vitro but I'd be surprised if this couldn't now go into mass screening to select best candidates and then at least into preclinical. This took four weeks for the covid ones. Given compotences and resources of Avacta partnering would be a logical and low risk approach. I wonder if they have the partner already -(Mo.....)

Visainn - that made me laugh (looks for tgumbs up emoji)

Can I just say I'm not kicking myself.....

Thank you Mr Speculator

I cannot even hear the fat lady tunning up

Agree with dryland plus someone shared a link yesterday for live prices - yesterday it was better than a ladies Wimbledon final but with more grunting

i think not. In the UK the MHRA and in Europe

https://ec.europa.eu/growth/sectors/medical-devices_en

That said requirements are similar and likely to be done at same time. CE marking key.

Flying machine. Following up - curative website states "To support the fight against COVID-19, Curative has developed a simple oral fluid swab test that is self-administered by the patient, eliminating the need for PPE or a healthcare worker.

Our testing capabilities allow us to receive swabs and return results in about 24 hours, even as we work to process thousands of tests every day."

So a send it in the post test. Phew ;-)

At home. The article describes more than one type of test. It talks about saliva tests being superior to nasal swabs. No-one mentioned selling Avacta. Enjoy the bike ride - mine is out of the shed but my shorts haven't turned up.

Credit to the journo - Josh Halliday

1.Elliott said that “clinical experiences” suggested that as many as 30% of nasal swab tests result in a false negative, where people are wrongly told they do not have the virus.

2.The Guardian has also learned that the government is in advanced discussions with one of the biggest saliva test companies in the US about getting approval for its product to be used in the UK.

3.The California-based firm, Curative, which is run by an award-winning UK scientist, has told officials it can provide 100,000 tests a week immediately, with the potential for capacity to be massively expanded if it gets the go-ahead. The company is providing tests for the US air force and said it had carried out more than 300,000 tests in five states including Texas and California.

4.Beales said his team had found that saliva samples were “superior” to nasopharyngeal swabs for detecting Covid-19 because they remove almost all possibility of “operator failure”.

Thoughts

https://www.theguardian.com/world/2020/may/22/uk-covid-19-saliva-test-trialled-5000-key-workers

https://assets.kpmg.com › pdfPDF
The healthcare diagnostics value game - KPMG International

Pricing has been alluded to by CEO in last couple of weeks. Stated CoGs of £2, retail benchmark of £30 but acknowledged that bulk would be discounted. The benchmark given the absolute need to test is other covid tests eg Soma are suggesting <$50 even for people in Bingley.

Jim Jones learnt his craft here - I'm thinking multiple personality disorder might be a possibility

13thmonkey. £10 might be gross profit but not sure how this would translate to earnings (which is what PE is derived from). Could bench mark of other diagnostic companies but given pipeline R&D costs would distort things.