Member Info for scardey_cat

@Okehurst
You state as a fact that Visitect/Mologic test is back with Porton Down. Not doubting you, but can I ask how you know this?

There are 3 separate routes to UK market:

1. The main govt procurement comes through the DHSC. The DHSC will not purchase tests that have not been validated at Porton Down.

2. The National Microbiology Framework is a completely separate procurement avenue. It allows an individual NHS hospital foundation, for instance, to purchase goods without going the centralised DHSC route. However, it's hard to see any demand coming through this separate framework given that the DHSC are still providing anybody and everybody with free Chinese tests.

3. The desktop review is in connection to the private testing market. It has nothing to do with govt procurement, it is private sector only. This desktop review has NOT replaced PD.

@Bella
The main govt procurement comes through the DHSC. The DHSC will not purchase tests that have not been validated at Porton Down. The National Micro Framework is a completely separate procurement avenue. It allows an NHS hospital foundation, for instance, to purchase goods without going the centralised DHSC route. However, it's hard to see any demand coming through this separate framework given that the DHSC are still providing anybody and everybody with free Chinese tests.

The desktop review is in connection to the private testing market. It has nothing to do with govt procurement, it is private sector only.

@Mars - The photo in the annual report is the Visitect Self-Test. Are you saying that this is what we'll now be making for the govt? If that were the case, why would we be having commercial discussions with other test developers?

US gearing up for a big push on rapid testing.

This Michael Mina tweet sums it up nicely:
https://twitter.com/michaelmina_lab/status/1436091722199707651?s=19

"This is tremendously good news! (Thread) @POTUS fully supporting scale up of rapid at-home tests"

"I've been arguing for this - the Defense Productions Act to be invoked since early last year to drive production of rapid tests"

Quoting Biden:
"I will use the Defense Production Act to increase production of rapid tests — including those you can use at home."

Michael Mina:
"While I am tremendously happy to hear the President say this, I do have my reservations. Time is of the essence. If we start the scaling process now, it will take a long time. Meanwhile many many tests exist globally. We could be using those for the time being. "

“many many tests exist globally” – (including Visitect)
Seems like a bit of an open goal for Omega when we get FDA approval.

If you look at Annex 3, it says they are testing various Mabs against S & N and testing aptamers against N.

So, it’s an antigen test they are looking to design. This whole story gets more and more bizarre.

Wrong board!

Trade Spread at Spread after Buy/Sell
Price trade Time Volume Trade Flag

135 11:56:57 134/136 35000 Unchanged until 14:23:04 - 134/135 Buy
135 12:37:41 134/136 50000 Unchanged until 14:23:04 - 134/135 Unknown
135 12:56:29 134/136 100000 Unchanged until 14:23:04 - 134/135 Unknown
135 14:26:35 134/135 115000 Immediate change to 133/136 Buy
300000

Wonder if I'll get some of my £97k back.
I've written it off, but you never know :-)

A couple of my postings from last Friday:
“Our man was in Dubai last week for meetings”
“If you thought the Aldebaron deal was good, watch this space...”

From the RNS
“Aldebaron is a Dubai based organisation focused on the distribution, delivery and implementation of consumer facing technology and next generation impactful digital solutions…”

I reiterate:
We have an NDA in play remember
If you thought the Aldebaron deal was good, much bigger fish on the horizon.
Can’t say more than that as I value my liberty :-)

@Okehurst
Why do you keep making these claims about 'made in UK', 'IP UK domiciled' etc. being mandatory?
These are not mandatory requirements, they are optional characteristics that may, or may not, be given preference.
The UK stuff all comes under 'Secondary' selection criteria. Are you not comprehending that, because what you are saying is misleading. For clarity:

Primary selection criteria
DHSC will only validate lateral flow devices that conform to all the primary selection criteria. The primary selection criteria are as follows:

Secondary selection criteria
To be considered for validation, a lateral flow device must conform to at least one of the secondary selection criteria. The secondary selection criteria are as follows:

https://www.gov.uk/guidance/lateral-flow-validation-prioritisation-criteria-for-rapid-diagnostic-assays-for-specific-sars-cov-2-antigens

Here is the new guidance for LFT’s. There are primary requirements (all of which have to be met) and secondary requirements (only one of which have to be met).

Made in the Uk is a secondary requirement, so it is not accurate to say all LFT’s have to be made in the UK going forward, since it is not a mandatory (primary) requirement.

@LivenLearn
Obviously, you have to be a bit circumspect about what you read on a BB and people can take this with a pinch of salt as they wish, but I assure you people selling down here will be kicking themselves within a couple of months. If you thought the Aldebaron deal was good, watch this space...

The 11:16:33 trade was my latest buy...it's showing as a sell (just below mid-price)
27/08/2021 B064459873 Dev Clever Holdings Plc ORD GBP0.01 66577 @ 29.74 66,577.00 -19908.95

A few of my recent purchase, the most recent being today.
Now is not the time to sell Dev.

06/08/2021 B043234993 Dev Clever Holdings Plc ORD GBP0.01 73529 @ 34 34 73,529.00 -25134.81
24/08/2021 B061651693 Dev Clever Holdings Plc ORD GBP0.01 30840 @ 32.425 32.425 30,840.00 -10058.82
24/08/2021 B061651023 Dev Clever Holdings Plc ORD GBP0.01 30864 @ 32.4 32.4 30,864.00 -10058.89
24/08/2021 B061603863 Dev Clever Holdings Plc ORD GBP0.01 31746 @ 31.5 31.5 31,746.00 -10058.94
24/08/2021 B061603463 Dev Clever Holdings Plc ORD GBP0.01 31796 @ 31.45 31.45 31,796.00 -10058.79
24/08/2021 B061846673 Dev Clever Holdings Plc ORD GBP0.01 60790 @ 32.9 32.9 60,790.00 -20109.86
26/08/2021 B063748543 Dev Clever Holdings Plc ORD GBP0.01 30129 @ 33.19 33.19 30,129.00 -10058.77
27/08/2021 B064403073 Dev Clever Holdings Plc ORD GBP0.01 66555 @ 29.8999 29.8999 66,555.00 -20009.33

"Once the markets settle down and confidence returns + some news / figures, I expect us to be pushing upwards of 70p by year end (less than initially hoped however still impressive should we reach that TP)"

Your year end target might be somewhat conservative.
Our man was in Dubai last week for meetings.
We have an NDA in place remember.
I'll leave it there.

Better link:
https://www.gov.uk/guidance/lateral-flow-validation-prioritisation-criteria-for-rapid-diagnostic-assays-for-specific-sars-cov-2-antigens

Updated guidelines for Lateral Flow Test validation updated today (posted on ODX).
Assume this only applies to PD.
Prioritises anterior nares swab.
https://www.gov.uk/guidance/lateral-flow-validation-prioritisation-criteria-for-rapid-diagnostic-assays-for-specific-sars-cov-2-antigens#history

"Work undertaken so far in 2021..."

Implies more work to be undertaken in 2021.

@JRDC
It's always been there.