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BBC News: Covid: Antibodies 'fall rapidly after infection'
Covid: Antibodies 'fall rapidly after infection'
https://www.bbc.co.uk/news/health-54696873
#novacyt #ncyt
Accurate testing only way forward.
“If you're pinning your hopes on a Covid vaccine, here's a dose of realism”
https://amp.theguardian.com/commentisfree/2020/oct/21/covid-vaccine-immunisation-protection
Maybe if you do a load more research you’d be more confident - great place to start
https://novacytinsider.com/the-insiders-view-on-other-covid-companies-lamp-epcr-lfts-vaccines/
https://novacytinsider.com/the-insiders-view-on-other-covid-companies-lamp-epcr-lfts-vaccines/
Essential reading
#novacyt #ncyt $alnov
Anyone serious about investing in NCYT should read
novacytinsider.com
Best research on any share I have come across in over 20 years of investing.
There’s too much rubbish spouted about NCYT - take time to research fully and be confident in your investment.
If you read this you might start to appreciate just how undervalued NCYT is and open your eyes to the incredible opportunity you have buying or holding at this level.
You can also take the Quiz - if you don’t get min 8/10 - more research needed!
As I posted a few weeks ago - Head of UK Vaccines was on Radio 5 and they were hoping for 50% efficacy (similar to the flu virus) meaning only 50% people will produce antibodies after taking the vaccine.
Given that these antibodies only last 2-8 months in people even with an effective vaccine testing will be needed for years if not for ever.
Key point - worth remembering
https://bidstats.uk/tenders/?q=primer+design#736821247-736296992-41
£469.3 million Gov contracts for NCYT / Primer Design in October.
RNS only stated minimum £150 million so market still valuing NCYT on only £150 million contract!!
All broker notes just based on £150 million so up to 3 times undervalued IMO.
Https://twitter.com/routy731/status/1319941233960226819?s=10
Share price prediction end of Jan (after Q3 and possibly Q4 results).
Over 150 votes so far - over 50% saying more than £23
Anyone selling out at the moment just doesn’t realise the potential - do some research.
Top slicing is fine but completely selling out when Funds like Blackrock are just starting to buy in - have a word with yourself!
No - think will keep rising with a few natural pullbacks along the way.
So much news due and on so many more people’s radars including Funds now buying.
If rises too fast will have to have a breather at some point though
Well worth a listen from about 30 minutes in.
Very bullish about NCYT.
https://www.piworld.co.uk/2020/10/23/piworld-interview-an-hour-with-andy-brough-richard-leonard/
Note from Fund Manager meeting - note links to Glaxo as potential buyer
Dec 2019 – NCYT went to wealth managers to raise finance, close to insolvency.
Couldn’t help but had good management team and position within the market.
Now ‘best in it’s class’.
Built scale since January.
Contracts with 132 countries, from Zimbabwe to Hungary.
Two approved tests in the world, one is NCYTs.
Next year – game changer.
Winter Plex Product = tells difference between common cold and Covid.
If this wins contracts ‘cannot begin to estimate a company value’.
Get the Q16 and Q32 machines into care homes and GPs ‘cannot begin to estimate value’
Where will the share price be in 2 – 3 years? Who knows. The only way to estimate value of company is off of cash at the moment. If the above two things happen… (could be anything)
All of this will mean someone like GSK will take this over.
£400m cash by the end of this year, £600m cash by end of next year (I think?)
This will be a prime listing – NCYT to FTSE 250. Probably wont have chance because of cash, market position or Winter Plex will mean takeover.
Competitive threats are already there and NCYT has its test and market position.
Winter Plex is the game changer.
NCYT special webinar next week as so much to discuss.
Big interview please share - discussing NCYT 1pm today
https://twitter.com/TaylorQuant/status/1319200912192266241?s=19
From podcast - essential listening 4 mins in.
https://www.**********.co.uk/articles/vadim-alexandre-on-novacyt-john-meyer-on-commodities-and-4-resource-companies-0fec93a/
"The market still hasn't fully priced in phase 1 of the NHS contract ..."
"Gov has already setup Novacyt to be the the technology of choice for respiratory testing in the NHS ..."
"There is a big distinction now between Novacyt and its peers - a reckoning is coming for some of these competitors ..."