RE: Cytiva12 Dec 2020 14:03
It does make you wonder if we have all been massively overreacting to the 23rd Nov RNS. I feel that the main purpose of that RNS was to 'gently' introduce the idea of swab samples for the LFT. Anticipating an adverse market reaction, they tried to make this as palatable as possible, by putting in the sweetener of "The development of an Affimer-based lateral flow antigen test that can be manufactured at scale being carried out in partnership with BBI Solutions has made substantial progress".
Now, if the above accurately describes the thought processes that went into that RNS, then it's not so difficult to see how the focus on getting this slightly awkward news out as delicately as possible, could have distracted AS and his team from giving the more meticulous update on the LFT that we might have expected. For example, no news on Abingdon TT, no mention of Cytiva etc. So, it could just be that this kind of tunnel-vision thought process, along with a slight sense of panic, led to an RNS that was poorly constructed, left unanswered questions and contained some gaps. Questions and gaps that we have all been construing in an overly negative way, over the last couple of weeks. It could very well be that the situation is much more positive than has been reflected in all pessimistic speculation over this recent period.