RE: Questions for the investor presentation18 Sep 2020 20:23
Hi Merchant Banker
Re your 18.13 post I have the following comments.
Your first point has at its root the following inferred faulty premises
a.The last six years have been a failure and commercial success instead of a deserved culmination of the amazing groundwork which has been done would in some way constitute something "different"
b.No evidence that affimers work has yet been tendered. However AVACTA tell us affimers work. So do CYTIVA. So do SKIN. So do Daewoong Pharmaceutical. So does LG Chem life sciences. So do ADC Therapeutics. So do Glasgow and Leeds Universities. So do Adeptrix . At least 5 of these (probably all of them) have gone beyond lab work.
3.Sensitivity will be disappointing (as opposed to absolutely spot on for mass testing which is what we are in fact being prepared for).
4. AS hasn't been talking about sensitivity (wrong look at his videos). He talks much more about it than your CEO.
5.The highest sensitivity to virus particles is important. No this is wrong. Whats important in a mass testing antigen test (and what we have not heard a peep from Mologic about) is ability to accurately detect infectivity.
You are cute Merchant Banker but of course you are biased and your thinly disguised attacks on AVACTA suggest a (justified imo) level of insecurity.