Member Info for RorkesDrift

Spread widening - no volume. MMs might not be able to get volume.

Makes sense. Thanks.

Google market access, health economics, clinical pathways.

When you say for free do you mean without all the chemical, preclinical, clinical and regulatory costs.

That said the point about increasing the "therapeutic window" for previously unusable candidates is a great one. Suspect we will hear of at least one in next 12 months cause their will be companies with IP on such molecules which will want to move quickly. Ain't biotech great - make people healthier and earn returns doing it.

What if they have the virus at time of vaccine?

If someone had corona virus would you want to give them the vaccine. Must have happened. Could be avoided by testing them as they came in plus would give you a good handle of disease prevelance in every area.

Bump

Would be good to see your valuation analysis - £10 sounds great but perhaps something a little more substantial to get our teeth in to. Otherwise please quote £200 ex-Jina

So these camel antibodies are similar to affirmers and aptamers in that they have recognition regions and are small

The use of biosensors is something Avacta should be familiar with - couple of groups out of the university of Leeds have already developed similar tests. Advantage is they can also measure levels of a molecule. The **** device by Deep verge is also similar. Use a binding reaction to change an output signal be this impedance, light etc.

So the question then becomes do came lid antibodies offer advantages - given how difficult they are to produce and the ability of the virus to change maybe not.

Article about tech in Guardian by potential inferior competitor suggests that avacta comes strategy probably needs some attention - Huff post included

Awesome - I love the way lse forces debate into a tiny little bix and then punishes a press of the pist massage botton

Remember that across the pond...

https://www.nytimes.com/interactive/2020/us/covid-19-vaccine-doses.html

In future please start your post with at least an indication that you are privy to some private information and never reference any claim you made akong with multiple others less than six months.

Tsk. If you want cu*t status ....

That's an l by the way.

Love it - talk about charts and then switch to news. Which one is it?

But they don't

They have an idea as yet unvalidated.

I wish them luck (trust me) but their sewage test will hit market first.

Those things are all great if true but not sure what evidence you have?

Some yes but others ......

Insert quizzical yellow head

Wyndrum initial assessment is a valid and fairly logical opinion. To think otherwise is to suggest vaccines are invalid and/or testing will be here for ever. That may also be true but hey that's a fair debate.

I don't think there is another company with a five minute test though. Even if the market is time limited with decreasing demand over time, it is still huge. Maybe calculate a declining demand in 1st world markets for next 12 months and we are back to the limit on profits is supply not demand.

I'll take 12 months for now.

Who passes virus on - people who mix with other people.

Requirement to go to testing centre / have one at work.

Work place testing - think shop staff, warehouse, merchant banker tower blocks

Then self test school kids, university students. Twice weekly

Then combine it with deep verge sewage monitoring and surge test anywhere with rising prdbelance.

Its population testing not individuals. Talk about nightclubs is just to give the masses hope at moment. Can you see the govt slendi g money so load of people can go get drunk, end up in A&E and mix bodily fluids. No but if you suggest they do this then that will follow they will be much more compliant.

Supervised test to begin with.

The key is to differentiate individuals from populations. Getting the R number down. Lock down can be lifted where r is low - different from testing individuals.

So areas with very low prevelance - open local pubs. Pubs stayed closed in area with r above 0.5

In those areas > 0.5 surge testing
Any visit to GP
Door to door

Work place testing - health and safety requirement.

Larger events - social distancing maintained. Even if 60k wanted to watch spurs it starts with 10000 all of whom asked to test at home with reimbursement / new ticket. The lowest common denominator will still cheat but hey its about the r number

Plus I mean rugby football not american football

Ladies and Gentlemen of the Q. This of you happy to wait 30 minutes for your test result before entering the theatre/ football ground / nightclub / place of work, please take one these low accuracy American tests and stand over there 2m apart.

The rest of you who can only contain your eagerness for 5-10 minutes please take one of these highly accurate UK (indeed Yorkshire / Cambridge) tests.