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Hi all, I was just wondering what everyone's thoughts are on what might potentially come up at the EGM? Would be interesting to hear ideas.

Just seen a new £633 million tender for Covid-19 related services on bidstats. The tender " shall recruit on average approximately 30,000 participants per month throughout the period until May 2022. During this time, the number of active participants will typically be approximately 450,000, although we will only be testing at peak effort approximately 100,000 a week. All participants shall be swab tested and up to 20% of participants shall also receive blood tests for antibodies."

http://bidstats.uk/tenders/2020/W39/735641695

Perfect timing for the launch of our antibody test imo.

I think Bladesharp's excellent research may prompt the company into releasing the info today. It's been a while since we've had an Intra-day RNS!

Just a reminder that we not only have the launch of the antibody test to look forward to by month's end, but also the results for the Care Home Trials. Study completion date on 28th September to evaluate the effectiveness of our Nasal Swabs & Near Patient Testing system.

https://clinicaltrials.gov/ct2/show/NCT04453553

We already have Pathflow Devices for Influenza A&B and RSV. It's highly unlikely that that resources haven't been dedicated to implementing the same style test for Covid-19. 15 minute tests would be a game changer and put us in a position where our product portfolio would meet every kind of testing need for the market. We will essentially become a one-stop shop for all testing requirements for Covid-19.

https://microgenbioproducts.com/pathflow/#1568996087520-8a95c379-6ba4

Good morning all, just wanted to recap what news we might be expecting to hear about in the coming weeks. Please feel free to add to this if I've missed anything!

- Sales update (potentially a product & regional sales update too).
- Possible UK tender award, or extension of current PHE contract.
- Other possible new contract awards (especially in new markets using 2 gene test).
- An update on US sales and possibly our strategic US partner?
- Regulatory update to summarise all new regions where we have won approval for our products.
- News from the Care Home Trials using our NPT testing system (expected by the end of this month).
- An expanded capacity announcement, including details of how any Winterplex tests we will be able to produce.
- The release of our antibody test and details of who we are partnering on this project.
- New R&D projects (rumoured Nucleic Acid Amplification Technology, faster tests).
- Potential acquisitions, which might make sense given the new visibility over the demand for testing.
- A 3-year plan update of some kind. Graham keeps on re-iterating that we are well on track to become a mid-cap company, but it would be great to see a more elaborate plan of how we are going to get there.

Great update today, the company has done exceptionally well at re-investing capital to develop an R&D stream that will reap rewards for the years to come. I'm sure some non-Covid work is also going on behind the scenes to prepare the company for the future. Even if the company doesn't get bought out, it looks like we could become a serious global leader in the diagnostics & infectious diseases field.

Surely the launch of the winter tests is worthy of an RNS? Looks to be ahead of schedule. Not sure why Twitter has become the primary source of company info.

https://twitter.com/PrimerdesignLtd/status/1297778834968846336

Up over 6% in France now.

Thermo Fisher has just ended its purchase proposal for Qiagen...

Hopefully in the next sales update we'll get a breakdown of sales by product and region as well. Would be great to see how many of the saliva tests we are currently selling, q16 and q32 sales, and how big the US market sales really are.

We must be getting bought out, or are at least currently in talks. There is so much to update on, which is seemingly being held back. Maybe Thermo Fisher have an offer waiting for us if the Qiagen deal falls through? Everything just seems to be a bit too quiet.

It looks like the UK gov is considering a 2 test strategy for arrivals, which would enable individuals to avoid having to quarantine for an extended period of time. One test would be carried out upon arrival, with another test a few days later.

https://www.bbc.co.uk/news/business-53573404

I believe we'll hear about the July sales figures early next week, possibly alongside a US sales update and potential new contracts with Spanish speaking countries after our webinar last Wednesday.

The UK tender news could arrive soon thereafter and I'd expect the company to announce a new increase in production capacity to circa 15 million tests per month, to cater for the on-going needs not just for the UK but globally. The company seems to be re-investing the majority of its cash flows back into growing operations and R&D so I think the benefits should translate to a substantial cash position from September time.

Fantastic update today though, everything seems to be heading in the right direction.

It looks as though DnaNudge relies on cheek swabs for the analysis. So the independent article could still be referring to our non-invasive nose swab test?

https://www.dnanudge.com/en/how-it-works

Looks like this one may have gone under the radar. PHE launched a tender for a 'Quantitative polymerase chain reaction (qPCR) machine' which ended on the 16th July. I'm sure our new q32 will have been in the running. Could potentially get an update on both the £5bn tender and this. Throw in the launch of a saliva test and news on the US market and this could be the RNS to take us back to our previous heights.

https://phe.bravosolution.co.uk/esop/toolkit/opportunity/opportunityDetail.do?opportunityId=49308&oppList=PAST

It seems as though the systematic routine testing of individuals in the workplace, in sports, or in care homes hasn't been accurately reflected in the sp yet.

It looks like staff in care homes will be receiving weekly tests moving forward and residents in the care homes receving monthly tests. All point towards a significant need for testing over the longer-term.

https://www.bbc.co.uk/news/uk-53272489

It looks like Attogene are already distributing our Genesig Q32 Real-Time PCR Instrument all over the world, selling for $20,060 each.

https://attogene.com/shop/genesig-q32-real-time-pcr-instrument/

"Since its launch in 2015, Primerdesign has sold over 450 q16 instruments, which lists at €5,500 per unit, and has generated more than €2.0 million in revenues. During 2018, q16 instrument sales grew 39% compared to 2017."

Can easily see significant uptake of the instrument, with tests results available within an hour.

https://www.businesswire.com/news/home/20190512005015/en/Novacyt-S.A.-Launch-Next-Generation-qPCR-Instrument

It looks like the company has managed to fill the majority of vacancies over the past 2 weeks. Last time I checked was just under 2 weeks ago and there were 16 vacancies across the group, most of which for Primerdesign. There remain just 6 vacancies today. The stage seems to be set for the next growth phase.

https://novacyt.com/careers/

GLA

Cases have shot up in India over the past few days and they are expected to reach half a million by the end of next month. Glad that we already have 3 distribution partners in place.

https://www.reuters.com/article/us-health-coronavirus-india-idUSKBN23G1NA?taid=5edfa62f68fa860001afd868&utm_campaign=trueAnthem:+Trending+Content&utm_medium=trueAnthem&utm_source=twitter