Member Info for TheOriginalNova

Can't disagree with any of that, DRB. In fact, I've been professing testing, regardless of vax, to my social groups for a long time now.

Maybe politicians should take note. Anyone can disagree, but a sensible discussion can find a middle ground! Ha!

Back to NCYT. I truly believe that this will transform the diagnostics industry, beyond the short sight of covid. Initial costs have always been the limitation to diagnostics. Now the world is geared up the sales will be easy.

DRB, agree with what you've written. If your username is to be an indication, then we're are not tooooo far apart on age group.
I absolutely agree that the govt messaging has been diabolical over this ordeal. The narrative has 100% been get a jab and you're dandy, which is obviously nuts. However, I do believe that vaccinating is a vital tool to prevent stress on what is already a stressed (to the point of breaking - different argument...) health service. And of course testing is also one of the tools in the chest.
Without going into too much detail (because who wants to expose too many personal details to strangers?...), I lost a family member last year due to covid after being admitted to hospital without covid. Now that's not the complete story, but the story may (stress may) have had a different ending if hospitals weren't overrun with covid.

My main argument, ignoring the bs, is we need to keep people out of hospitals. Which is why i believe testing is critical to get and stay on top of this.
Since the start of this more and more covid treatments have been developed. To those countries that don't have as greater healthcare stress as we do, then those are great and can prevent many problems, however, our heatlhcare system has been stretched as far as I remember, so we need as many tools as we can get hold of.

Also (I hate to be one of those guys that caveats their own messages...). A large factor i conveniently ignored is the ratio between vaxed and unvaxed in hospital.
Considering that this time last year hospitalisation was double, leading up to 4.5 times at peak, we can assume that the majority are unvaxed. But again, this is open to argument.

This isn't about stopping the spread, per se. It's always been about hospitalisations. The stats show that the vaccines help stop this.
Do we want a situation like last year where non covid patients are suffering (and/or dying) because capacity has been allocated to covid?

Now i don't know the numbers, so lets take a guess using the govt numbers for arguments sake -https://coronavirus.data.gov.uk/
Hospitalisation numbers on 16th (most recent): 886
Total positive cases on 16th: 45,132
That's a % of just under 2%.

So restaurants. According to a quick Google there are 89k restaurants in the UK - https://www.statista.com/statistics/298871/number-of-restaurants-in-the-united-kingdom/#:~:text=Number%20of%20restaurants%20and%20mobile%20food%20businesses%20in%20the%20UK%202008%2D2019&text=After%20a%20decline%20in%202009,service%20industry%20in%20the%20UK.

Now I can't find an average no. of seats on a quick search, so lets say 50, to pluck a number out of the sky.
On a Friday night lets assume that these are at 100% capacity. That's 4.45m people.
If half are unvaccinated and assuming that the vaccinated are asymptomatic and spreading it around then that's 2.225m unvaccinated people, of which if 2% are hospitalised then that's 44.5k people in hospital taking services away from non covid patients.

Before you say it. Yes, i completely agree that those numbers are complete and utter nonsense and proves nothing. It assumes that every person in every restaurant will be infected and blindly trusts the numbers I've found / guessed. We all know that not all restaurants will be full, not all have covid cases, average seating may be considerably different to what i've guess etc etc etc etc.
I only say to illustrate the point that the vaccines are very necessary regardless of covid.

To puts my cards on the table... I may feel a little more frustration, and therefore biased, than average as i am one of those people who have been waiting for hospital treatment for ~18m now.

Legally the only time they cannot deal is during a closed period. I.e. 30 days before results or longer if they decide to publish results more than 30 days after financial ye.
The dispute is a grey area. They will undoubtedly have insider knowledge that could be perceived as insider trading if they dealt shortly before they dropped a resolution or update on it. However this is the wild west of AIM, so you don't have to look far to find examples of PDMRs abusing their insider knowledge (TB springs to mind)

Been holding (and increasing) since Feb '20. Can anyone convince me to vote yes to the BOD re-elections? Particularly, Jean (honestly, what does this guy do?)

BYP. in the shareholders meeting recently, the Co. stated that 2 thirds of shares are held on the French exchange.
The ~70m shares is the total number of shares in issue across both exchanges. So roughly 46m are held in France and the remainder in GB. Hence killing of any notion of delisting from Euronext.

I'd love to know more details, rather than just a 'roughly 2/3rds' stated in the meeting. I don't know why this can't be transparent, but it's not unique to Novacyt.

Here's a thought - There seems to be parallels appearing with Novacyt's communication and Avacta's.

I am not trying to start a debate of AVCT vs NCYT, rather simply a discussion point. For clarity, I am invested in both, albeit significantly heavier in Novacyt (to a magnitude of 4:1).

Novacyt were communitive during the development phase / earlier on in the pandemic. Once the sales started rolling in, the communication reduced to the bare minimum. (RNS today demonstrates that sales are still there, for the detractors).

So what do Avacta and Novacyt have in common? - FTI Consulting.
Honestly, what do these guys bring to the table? They certainly haven't helped NCYT's share price... Yes, the DHSC dispute has been a large factor, but I would genuinely like to know what FTI provide.

That said, WTFDIK? I may be joining dots that don't need joining.

https://microgenbioproducts.com/pathflow/
The PathFlow® SARS-CoV-2 IgG is an easy-to-use, rapid, lateral flow test, for the detection of antibodies in human whole blood, serum, or plasma specimen(s).

A serology test was launched back in July last year.
Interestingly, Thriva are using a lab based serology test as well. Unfortunately they seem to be using Roche's test though.

https://www.lse.co.uk/rns/NCYT/launch-of-covid-19-antibody-test-9kx46hoavqrcdbm.html
Novacyt, an international specialist in clinical diagnostics, announces that, further to the announcement on 27 July 2020, the Company has launched a CE-Mark approved serology (antibody) 96-well plate ELISA (enzyme-linked immunosorbent assay) test for the detection of IgG antibodies to SARS-CoV-2 derived from plasma and serum samples.

Don't worry, butchers, it's covered -
"Inclusive of all global SARS-CoV-2, Influenza A, Influenza B and RSV strains"
https://www.genesig.com/products/10049-sars-cov-2-winterplex

The same as what's left with Avacta, Captain.

Stolen from the AVCT board, but relevant over here...

Intelligent Fingerprinting has developed a saliva based LFT -
https://www.cambridgeindependent.co.uk/business/saliva-based-lateral-flow-test-for-covid-19-virus-developed-9208112/
https://www.intelligentfingerprinting.com/covid-19-lateral-flow-saliva-test/

The S&S don't align with the RNS we have seen, but we have/had a common employee. Might be a tenuous link, but any other thoughts would be interesting?

https://www.linkedin.com/in/tanya-stuchinskaya/?originalSubdomain=uk
Tanya Stuchinskay -
___
Project Manager/Senior Scientist
Company Name
Intelligent Fingerprinting Ltd
Dates Employed
Dec 2011 – Jan 2019
Employment Duration
7 yrs 2 mos
Location
Cambridge, United Kingdom
___
Programme Manager
Company Name
Primerdesign Ltd, Novacyt Group
Dates Employed
Jan 2019 – Aug 2020
Employment Duration
1 yr 8 mos
Location
Southampton, United Kingdom
__

No Nando's in France. Must be code for La Boucherie.

Buying knock off Chinese LFTs again?

I'm not fully clued up with the French side, but i believe this is a French/Euronext requirement to ensure liquidity when the volumes are low (i.e. ncyt before covid). They are essentially a market maker.

Who holds 30%? Nobody, therefore that doesn't apply.

Are they using that word to differentiate between a/symptomatic testing? i.e. if you're showing symptoms then you're a patient

+0.6% now Prop ;)

For those that don't know - https://www.thetakeoverpanel.org.uk/the-code/download-code
In a nutshell -
Holding 0% = Offer whatever you want.
Holding 10% = Must offer highest price bidder has paid in 12 months.
Holding 30% = Must offer 12 month high.