Member Info for SneakySimon

wow, that is pretty good business for like you say, a poor spec test - easy money!

need those Mologic tests out there quick...............

As someone who has been in tier 3 and had my kid off school several weeks in 2 week isolation, frustrating that we didn't have these tests.......

Innova must me making a fortune from UKGOV!!

I am similar position Tony - I am happy with ODX - no, I am not happy being thousands down and gutted I didn't sell a couple of months ago but hey ho.

What I have to ask myself, if I had some back 2 months ago, would I have bought back in? yes, I would have done.

So no, not happy at being heavily down, but happy that I won't realise that loss and just need to sit tight.....

ha - probably about the vaccines for a wild guess - hope he doesn't do a fake cry again, that was embaressing!

Zenagh - chill mate, it was just a light hearted statement!

They are currently undervalued - oversold - and hence I have not sold if that is ok with you!!

ha - don't take my advice - I am about £30k down on ODX so maybe not the best person to take advice from!!

The spread is pretty big most of the day - 6% this puts buyers off - the Ask gets dropped sometimes for a short period but only for say 20 mins like it just had (went to 47 from 49 where it has been most of the day)

There are number of off-book trades which can be seen (they will post after hours).

I suspect some are jumping ship - we will have a % of traders who jump in and out of shares - we know that realistically, ODX won't have any substantial news for a few more days so why not punt elsewhere and avoid the drops and maybe make some cash elsewhere.

I have no proof, but I would suspect that some of the charities that Sneller donated shares too could be selling them too which will make selling fairly relentless.

Ok Maqqureshi, I am going to bite:

Coverage
- the volume of the vaccine is not there yet - won't be for sometime
- there are groups that can't have it - largest being children, but also people with strong allergies, pregnant etc etc
- 90% coverage - so 10% won't be protected
- don't know if it stops transmission / you getting covid or just becoming very ill with covid
- don't know how long the antibodies last
- a chunk of people won't take the vaccines - polls I have seen here and US show between 25-40% are not convinced

Testing
- developed world will be first I am sure - but you would not stop testing for sometime based on the above impacts to the vaccine roll-out
- other nations won't have vaccines for sometime or maybe even ever - they will need testing as well as testing at airports and other points of people coming into the UK as you don't know if that are carrying or not

Listen - imagine you work for ODX - what info can you release?

UKRTC - NDA - we can't share anything until govt issues the orders and until we get the MHRA approval, not much will happen on that front (frustratingly!)

Mologic test - in the presentation, Colin said that the TT was in progress (I think that should have been a separate RNS but hey ho) - the Mologic test is being assessed as part of the govt process they have - again, I suspect that is some kind of NDA

Coupled with the fact that we are 'just' a factory essentially - unlike say AVCT who can talk more freely about there tests and promote them, we are a bit more tied.

It is frustrating - but that is how it is. Since vaccine news, the covid stocks now are not as upward moving without substantiated news. Lets face it, even FINNCAP isn't 100% sure how to value us with regards to covid and this is exactly the above - on both points we are at the mercy of the govt and agencies.....

Wish I only had £5k even at 107 vs my 40k at 81p!

Astra vaccine not been approved in India yet - they want more test data.

See some news outlets calling it a rejection which is not 100% accuracte, but suggests that Azt may be in Q1 2021 for some countries. Will be interesting to see what the UK does.

I wonder if this will pave the way for MHRA approval of the AZN vaccine for under 55's and then the re-run of the phase 3 with the smaller dose on the over 55's - once that is complete, then extend the usage to that group?

"Stand by for the funny half hour....... Sell, no, buy, no sell, erm...... :-)" - since we are already down 6.59% will be an interesting close!

(about NCYT) "They akso have switched on management and OR company who give a feckk about their shareholders"

FourFiguresBull - I held NCYT for quite a bit of Summer this year - SP went down from about 600 to 300ish and no news for a long time - lot of shareholder frustration and loss of patience - its just what happens I am afraid........

Mr India "with mologic, it there a real pipeline of sales? where is it going to be sold? Is is the one through RTC"

- no official sales or info on where it will be sold but as the UK govt is reviewing several LFT's and I would expect this to be better than the Innova test that the govt has bought millions of!
- it is nothing to do with the RTC
-

Lets not lose focus that as Colin has show, the UKRTC element of our production will be 200k per week - or @10% of our production - I don't get the impression it will drastically increase above that in H2 next year.

I guess until the UKRTC part is formally advised by govt they can’t say too much?

So when is it delayed until, does it say?

would be a good strategy, but UK has orders for enough vaccines for 6 per person so assume they will just roll out and vaccinate everyone regardless of whether they already have antibodies or not - presume testing will be done afterward.

The fact that ODX are planning to switch in 2021 to the antibody test being 10% of production does not reflect either the CIGA claim of billions of tests or the assumption that everyone will get an antibody test - on that level, the consortium for UKRTC are producing @3.6mn per month

I keep saying - this government keeps making a rod for its own back - over promising and under delivering but not just that, the arrogance is breathtaking

millions vaccinated by Xmas - was always going to be a huge challenge
UK back to close to normal by Easter.............based on manufacturing etc, I would say unlikely
We were able to to approve the Pfizer vaccine because we are not in the EU - arrogance that will kick them where it hurts if it proves to be rushed through

Interesting, thanks trilla - I would agree on the drift - wonder if they will try again early next year?