Member Info for Safy

Ethio

99% of the chartists on Twitter just plain ol bull ****.

GDR was supposed to be hitting 170's two weeks ago and instead we hit 65p.

The charts work, but you have to be very very experienced to do anything meaningful. AIM is driven on sentiment. No chart in the world can factor that in.

https://www.proactiveinvestors.co.uk/companies/amp/news/924736?__twitter_impression=true

We're top of the list, the closest to market

Ethio

Our 1m orders are for the current PCR test, not POC which is to come later this year.

Antony

Thats not how it works. We tried it too with herd immunity. Millions will die if they try that stunt.

I think you will see a point in the not so far future where governments will give us free money, the economy will be shattered. And when the vaccine guy says its here forever....

https://www.bbc.co.uk/news/uk-53488142

At the rate the yanks are churning through tests, GDR could sell everything they have and it still wouldnt be anywhere near enough.

Thats the potential, and as each day passes the US infection rate, hospitalisation, testing rate, deaths, ICU occupancy is on the rise. And its not autumn yet, they need to plan for the winter like we are doing now, but instead they are stuck dealing with wave 1. Unfortunately their wave 1 is just starting for the wider USA.

Some bought in high and are stuck, if your even thinking of deramping ODX in favour of SNG then read this.

Expert in emergency medicine Prof Steve Goodacre, from the University of Sheffield, said: "These results are not interpretable. We need the full details and, perhaps more importantly, the trial protocol. The trial should have been registered and a protocol made available before any analysis was undertaken."

Prof Naveed Sattar, professor of metabolic medicine at the University of Glasgow, said: "The results seem very impressive, and although accepted that the trial is small with just over 100 participants, a 79% reduction in disease severity could be a game changer.

"It would be good to see the full results once presented and peer-reviewed to make sure they are robust and the trial conduct was rigorous. Also, with small numbers comes less certainty on the true level of benefit, or whether benefits vary between people with differing risk characteristics. Such work would require a larger trial but, even so, these results are very exciting."

Im NOT saying there isnt potential in SNG, but given that barely anybody apart from SNG know of the potential for this drug and the research has not been validated there is an element of risk there.

Whereas ODX has been validated with 3000 people not 100, and our test has been validated INDEPENDENTLY. Big difference.
And IF they roll out the test to the whole of the UK, thats 65m people. Do the math. And we are ahead of anyone else in Antibody testing, we have no competition. If the UK realise value in antibody tests just to map the population, others will want to do it too. Our test also costs peanuts to produce.

https://www.ft.com/content/4c9b4ae0-0559-4fe2-8806-53c6a8e3ab3a

"Mr Davis said that Quest, which charges $100 per test, had “no lack of moral or economic imperative to do more testing”, suggesting extra government funding to expand PCR capacity will not solve the problem.

Instead, academic institutions and the industry needed to find new solutions to the testing crunch. A blood test that detects a type of antibody produced in the early stages of the disease could help detect positive patients" he said.

When there is a shortage of tests, one way to rule out if its the Covid could be an antibody test. It could mean a lot of tests wasted but it could relieve the pressure on the bottle neck if even 3-5% of all people were found to have antibodies, they then dont need to have their covid test. Quest charge $100 for a Covid test, our Antibody test could be as cheap as £2 each.

Ethio

Im good mate thanks - Where is our next buy?

Samy

Either GDR or ODX will break i think, can see it going higher. Its still early morning. What helps ODX is their massive volume. They churned 8.5% of the company yesterday. So very quickly the placing shares will go.

Our advantage is similar in that surely our placing shares will have been sold by now. I for one dont want any RNS to fall this week. You guys may think im nuts, but we need to be as high as we can to be catapulted us onto the next level. Now is not the right time.

This pressure will hopefully build up.

1) I think sentiment has returned into this sector
2) ODX has helped
3) SNG has helped massively
4) Could NCYT have reached their ceiling
5) Mid term test shortage in the USA, Trump re-starting the White House daily briefings
6) Wave 2 seems inevitable, everywhere they reopen, within a few weeks they are seeing spikes
7) Boris saying vaccine is a long shot and really played it down

Number 4 is the interesting one, the rest are pretty unanimous that they would give us a boost. Now given our rise, and the rise of ODX.... with NCYT being the market leader, one would have expected a significant rise there towards £4 but its not happened.

Are existing holders thinking they have reached the ceiling and now to make gains they need to invest in an up and coming covid stock? even if they have not thought of it yet, its a valid opinion and sooner or later it will happen.

Junior, sorry forgot to add that what I’ve written is only my opinion. I’m not a ramper but I’ve given it a lot of thought.

The antibody tests are linked to vaccine in my view. Yes there are other uses too. But the vaccine carries more weight and they would give us more orders with a vaccine in play imo. Please do not use my post as gospel. Would not want you or anyone else to lose money if it doesn’t go to plan based on my post.

Their order for antibody tests will be in the hundreds of millions. Plenty of work to keep busy.

Junior

They would be stupid to focus on anything other than antigen tests at the moment.

Our antibody test goes hand in hand with the vaccine. And the vaccine is certainly looking promising. There will come a point where the government will have to place their order for the antibody tests or else they will go to the next bidder. same way they are having to do for the vaccine. If they mess around and say no it isn’t a bad thing as our country is tiny and someone like the USA taking our tests would be more beneficial.

Last thing, PHE and the scientists will have given the consortium some people info on the types of tests they are looking for.

Fergus Walsh BBC wrote an article on a saliva test - https://www.bbc.co.uk/news/health-53437555

This is basically a less intrusive test than the one we have at the moment... however my objective isnt to highlight the test, but the cost to the economy. If a vaccine, coupled with an antibody test meant we could go back to some sort of normality. And it costs a billion on tests a year, its peanuts. Fergus is talking about it costing 1bn a week on Antigen tests.

"The way it would work is this: you do your spit test and send it off. Within 24 hours you get a text with the result. If it's positive then you and your family have to self-isolate. Restaurants and other public venues could ask for evidence of a recent negative test before allowing people entry. The hope is that early identification of those infected would rapidly bring the epidemic to a halt.

Of course it would be expensive, perhaps £1bn per month. But that is a tiny fraction of the impact of coronavirus on the economy. The Office for Budget Responsibility (OBR) suggests the crisis is likely to cost more than £300bn in this financial year, and perhaps even more.

Compliance would be an issue. How many of us would be prepared to spit in a tube every week? It would be a faff. But if the flip side was that all social distancing could be ended, wouldn't you jump at the chance?"

The alternative is maybe we dont need as many antibody tests, and that they can just do some random sampling and conclude that X age, Y race will need a higher dose (bit unscientific but who knows) they would need a few million tests to 'map' the population. Our test is cheap, the only upgrade that can be done is perhaps saliva instead of blood. If not the UK, then the rest of the world, especially if we keep the tests cheap we can market anywhere, there is almost no point producing own home grown tests if a perfectly working cheap alternative is available.

This is NOT a ramp, its my reason for staying in ODX, even though i dont rate their Covid test (there I said it), its this Antibody test why im invested. Big risk, but could pay off.

Not buying advice, DYOR.

Astrazeneca to win,

With the limited side effects that have been published by both institutions the Oxford vaccine is ahead.

Nearly 200m vaccine on order,

4 tests per person,

One before vaccine,
One after,
One after a few months,
One towards the end of the vaccine life,

I would never ever ramp a share or give a recommendation to buy on any stock to line my pockets. Please DYOR. This could end up being a billion tests just in the UK.

Prof Andrew Pollard, from the Oxford research group told the BBC: "We're really pleased with the results published today as we're seeing both neutralizing antibodies and T-cells.

"They're extremely promising and we believe the type of response that may be associated with protection.

"But the key question everyone wants to know is does the vaccine work, dose it offer protection... and we're in a waiting game."

The study showed 90% of people developed neutralising antibodies after one dose. Only ten people were given two doses and all of them produced neutralising antibodies.

"We don't know the level needed for protection, but we can maximise responses with a second dose," Prof Pollard told the BBC.

How did they know 90% developed neutralising antibodies after one dose?
How will they maximise responses with a second dose?

Antibody test!!

pmsl

He was in SNG too i think

I suspect after today he wont have a care in the world :-)

Bigbench

This rise is not on GDR credentials. It’s SNG and ODX who have helped us. Focus is back on Covid.