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Hopefully justifiably (Character count lied to me)...

Since character count forced a second post I'll add below. Nothing new, familiar to regulars. But if we have any new readers (We don't just trust company on faith alone...):

Wednesday 6 October 2021, 18:00 - 19:20

Data Bites #23: getting things done with data in government

Andrew Engeli, Deputy Director for Environmental Monitoring for Health Protection at the UK Health Security Agency, on the challenges of developing novel data sources in the context of the pandemic response

https://youtu.be/p6gIvh3Z6r0?t=2067

Q&A:

https://youtu.be/p6gIvh3Z6r0?t=2579

Wastewater monitoring during and
after a pandemic
Perspectives from the Environmental Monitoring for Health Protection programme

Dr Matthew Wade, Lead Scientist: Wastewater R&D, Environmental Monitoring for Health Protection

https://www.swig.org.uk/wp-content/uploads/2021/10/Matthew-Wade-2022.pdf

29 March 2022

Aqua Enviro WBE Conference Michael Dooley Presentation

Strathkelvin Instrument's Managing Director, Michael Dooley, presents Strathkelvin's enormous breakthroughs in innovation in the world of Wastewater Based Epidemology - sampling straight from the wastewater treatment plant to an automated qPCR robot - producing Covid-19 results in the local population in under an hour. A huge leap forward in capability for National & International Public Health, the same system being able to be used for Influenza, measles etc

https://m.youtube.com/watch?v=cKhSEIvdMAQ

Disagree that it's just market sentiment. Share price is in no small part a result of the failure of the company to deliver to timetables indicated and to satisfactorily update when delays occur. Issues exacerbated when company websites lack information... Any potential investor going to Modern Water site looking a listing for PD will end up empty handed (Investor Meet Q41). Likewise looking at BT site will be less than impressed. Small step from not impressed to not invested.

Investor Meet answer to Q20 (Can you please give some update on microtox BT):

The breath test is one extra step along the Microtox PD as to how we extract a sample. The Microtox PD remains part of the development process for miniaturisation, and we have provided updates on both improvements and installations where the PD units are. Once we are satisfied with the final project, we will apply for medical device classification, as it requires such application based on the final device that would be used for a single persons diagnosis. It remains a well advanced, but not yet public, development

###

And that's your lot...

Q36: RNS Number : 4721S, 17 March 2021, set out data requirements for Target Product Profile for Microtox BT. Can you confirm all necessary data have been successfully collected?

This was answered in Question 20

Q37: RNS Number : 2004V, 10 December 2021 advised "roll out of the breath test is subject to meeting the satisfactory requirements of EU Regulatory approvals which will be carried out on the latest version of the Microtox® BT units. Further information on this will be provided in H1 2022." To date has the company contracted a notified body to achieve CE marking? If yes when was this undertaken and what is the current expectation for the timeline for completion of approvals?

This was answered in Question 20

Q38: When is it anticipated that investors will first be shown Microtox BT? To date unit including PBM-HALE has not been shown. What plans do the company have for the microtoxbt.com domain?

This was answered in Question 20

##

The answer to Q20 does not address subsequent questions and the failure of company to address requested detail is unhelpful.

A failure to address data collection, despite RNS 4721S which noted " Additional supervised breath test clinical trials from a larger group is expected to provide sufficient data to meet the desired and acceptable criteria in the TPP to roll out the COVID19 and other pathogen breath tests later this year."

For those keeping score the above mentioned "this year" is 2021...

The plans of p23 of below document not mentioned again:

www.deepverge.com/wp-content/uploads/2020/12/DeepVerge-UK-Investor-December-2020.pdf

A failure to address how regulatory approvals for latest version of BT (RNS 2004V) becomes some future version. No revised timeline.

A failure to address the BT website.

'course the company acts as it does knowing what it knows... Hop

And Gerry retweeting Biobot:

Gerard J Brandon ???? Retweeted
Biobot Analytics @BiobotAnalytics· 9h
Biobot at the White House! It’s incredible to see the enthusiasm and support for wastewater epidemiology. A huge honor and milestone for our team and founders @MarianaMatusG @NewshaGhaeli

https://mobile.twitter.com/BiobotAnalytics/status/1553136642973528066

In below linked video Mariana Matus, CEO and Co-founder, Biobot Analytics notes she had difficulty with funders until she noted her desire to become a self made billionaire. DVRG technology can help her achieve this:

https://youtu.be/c0SsX1dm90Y?t=797

O say, can you see, what's coming down the pipe? Perhaps AGM Q&A will help (although Mariana also talks about international expansion during webinar... so a deal with Biobot would be bigger than just US):

Q7: Which country do you see the adoption of Microtox PD at more than trial scale first?

China and the US

Q10: The G7 have said they would like a sentinel to track pandemics by 2024, which countries and other stakeholders like WHO, do you see leading this, and how well connected to this are Deepverge.

China and the US are leading this at this time

Q39: As of today how many vehicles comprise Modern Water Mobile Services?

5 vehicles are being used to promote the mobile services offering, which is being considered as franchised contract units. They are being used for site visits in the food industry and can be hired by universities to run on-site tests. There will also be units in the US but China is not expected to be part of the early roll out due to distances that make promotion not as cost effective at conferences

Q47: How long before Deepverge anticipates substantial sales for Modern Water in North America ?

We have been selling equipment and consumables in the US for decades. However, we have seen a very big uptick in demand and have been hiring both business development and applications engineers to meet the demand in North America. See the open positions in the careers page here
https://www.deepverge.com/careers/

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