Member Info for T0n1c

We’ve been informed, by Omega, that expansion plans are on track.. which means we’re currently have ~600k per week (LFT) capacity, ramping up to 900k per week at the end of this month, and continuing expansion to 2m per week by April. What plans for further expansion I wonder?

The tick list of imminent news, for me, looks to be:
Mologic Antigen TT completed
Mologic Antigen CE Marked, and Visitect branded
ABC-19 – MHRA self-test approval
ABC-19 – Sales (post 14th Feb)
Other Covid test sales
Visitect CD4 sales
Food Intolerance sales
Any news on further expansion plans

Recommended viewing:
https://webcasting.brrmedia.co.uk/broadcast/5fbf9d78b19325729a9d7d05/5fc522050c7aa22257c26c99

https://parliamentlive.tv/event/index/fdc89ad8-3182-46ea-b723-e71bb1480245?in=11:50:00&out=11:52:53

DYOR

2/2

.. it's getting closer.

There is lots of news pending… getting closer with every passing day.
There has been a recognisable shift change in the social media comms, with Omega and Walbrook stepping up the game, which is great to see.
There’s also a shift change in the news, in general, and in the public domain about LFTs and the benefits they bring to testing.
Deeks has got back in his box, the BMJ acknowledge that LFTs have a part to play in the Covid testing strategy.
And there is strong support in the US for pushing forward with LFT rapid testing, in an approach to get life back to some sort of normality.

Omega are fully funded. At the end of September, they had already set aside ~£4m to see them through the expansion programme, and on top of that had £7m in the bank.
https://twitter.com/WalbrookPR/status/1357055854391005187
“There is no placing”

So that’s quite a backdrop to what Omega have, and planned to have, available to meet the increased and continued demand for Covid… and more.

* Covid - UK-RTC – The ABC-19 test is good to go. Abingdon and Omega have confirmed they are manufacturing and stock piling. Abingdon are openly promoting the product. Feb 14th is when the current DHSC framework agreement expires. From that date the RTC can, and most likely will, bid to fulfil further UK gov tenders, and also look to supply other interested parties (at higher profit margin). MHRA self-test approved is an interesting one to look for too. Is it or isn’t it?
* Covid - Visitect triple antibody test sales (looks to be selling in the public domain already, but we’re yet to be told in what numbers and at what profit)
* Covid - ELISA antibody testing – Omega have gained approval to provide this in a lab service model. Pricing TBC, but social media yesterday claiming upwards of £30 (source unknown)
* Covid – Completion of TT & CE mark and confirmation of orders for Antigen LFT (Are due “early in the new year”) – Recent updates from BigJock, following conversations with Colin, confirm this is still on plan.

And then the non-Covid stuff:
* Visitect CD4 sales (Pepfar continue to promote the Visitect CD4 test - https://www.treatmentactiongroup.org/wp-content/uploads/2021/01/gc_bc_webinar_advanced_hiv_disease_r_makar.pdf)
* Food detective sales (China and US Sales, in particular)

Expected pricing for each test:
* Covid - UK-RTC - £1.50 @50% margin (taken from 15th July presentation. We have been told since that for the initial UK gov order the margin was slightly higher)
* Covid – Antigen LFT test - £5 per test @50% margin (taken from 15th July presentation)
* Covid – ELISA lab test – Pricing TBC
* Visitect CD4 - $4 per test @70% margin (taken from 30th November presentation)
* Food detective sales - $15.50 per test @70% margin (taken from 30th November presentation)
* Covid - Visitect triple antibody test - £3.20 @50% margin (taken from 15th July presentation)

1/2

https://twitter.com/WalbrookPR/status/1357055854391005187
"There is no placing"

The tweet did state 5pm
https://twitter.com/OmegaDiagnostic/status/1356945794516066304

But it would be down to the 5 News editor what was in and out.
As some have mentioned, they may include the item in one of the many broadcasts later this evening.
https://www.channel5.com/show/5-news/

Chillout Kev. You should go and check SYME (you'd like it over there). 479 posts on a share not even trading at present.

Or maybe Wish_Me_Luck... thanks...

Whoever found/posted it, thank you.

posting on twitter that is.

Thanks Freddie for the original find.

Thanks for posting the clip. I was looking to see if somebody would.
It makes for great viewing.

Cool.. Kev's back. Where you been Kev?

Now I'm guessing it's called 5 news, and guessing it's on at 5 (as per the tweet).
https://www.channel5.com/show/5-news/

It's also showing a few times after that too.

The location for the news broadcast is the Eden Research Park.
This is where the Elisa tests will be processed, all in addition to the LFT side of the business, from Alva, so it's a great promo opportunity.

Most helpful. Thank you DD.
Have yourself a wonderful afternoon.

Morning Regulator, what are your thoughts on the Uk Gov setting up a manufacturing consortium, of sorts, that will manufacture the Mologic (or other Antigen tests) en masse for their demand?
Perhaps an arrangement Omega will venture into, outside of the current Mologic MTA?
Or do you think Omega will just sell the tests under the Vastest brand only?

(though I do)... We need to give credit, and thanks, to his daughter who has taught him how to use Twitter :-)
Hats off to her!

The news keeps coming. Mologic pilot.
Heathrow to launch rapid testing pilot for colleagues with UK Government
https://www.adsadvance.co.uk/heathrow-to-launch-rapid-testing-pilot-for-colleagues-with-uk-government.html

Oh come on DD,.. don't be like that.
I was being nice in recognising your almost helpful tone, in sharing relevant content rather than slamming ODX continually.
Don't be embarrassed... you can tell us if you've invested. We won't judge you (scrap that...) I won't judge you.

DD, your last few posts have been a little more positive, very much opposite to previous.
Do I sense you you may have bought in now?

DHSC have a first refusal agreement with the UK RTC which expires 14th February, meaning the RTC can sell to anyone (for professional use).

There are still some unknowns out there around framework/partnership agreements, in addition to the Mologic MTA, that I think we have yet to be told about. Perhaps we will when we hear about the Mologic Antigen test being CE marked by Omega.
The UK Gov are spending a whack of money to UK diagnostics companies to increase capacity. They've paid for materials, and equipment.
It does appear Omega have benefited from that investment, both in the Mologic agreement to date, and perhaps having received equipment funded by the UK Gov (there was mention of an unnamed investor in the 30th Nov presentation), and the UK Gov procuring the very same LFT kit that Omega have previously procured.
Omega are 'lucky' (/well planned) in being able to provide both Antibody, and no doubt Antigen tests soon.
I don't see the Gov paying for the Visitect branded Antigen test. I foresee another arrangement, that Omega have/will venture into, where we provide tests as part of a UK consortium (not RTC) to the UK Gov.

DYOR

"It was the finger prick test, offering a blood sample to the square screen."

Ah, ok.. so it was an antibody test