Member Info for tomvisual

Interesting thst the DNANudge telecom posted earlier on this BB
https://www.bloomberg.com/news/audio/2020-08-07/dnanudge-founder-on-device-that-finds-covid-in-90-minutes
will be supplied at cost. To scale up DNANudge may make a loss. No commercial acumen.
Is the test cost for the rapid tests from Quidel Corporation, Becton Dickinson, Sona and the PCR tests from NCYT, Thermo Fischer, Roche known?
How many total tests (from all sources) would a $75B budget (Rockefeller Report) provide to the US? Someone has worked this out to get to this figure!
Is there a widespread disparity in the cost structure for the tests provided by the Companies listed above? I recall reading that the US Companies were charging a very high unit test cost for the PCR tests. Cost to me is the difference between US and UK products.
Lets hope Awacta get the price point correct. Its a delicate balance between helping the planet and keeping shareholders happy.
Test, test, test

Complacency has put the US in dire straits. Winters second wave has yet to come....
The Awacta LFT is required now in the US.
http://www.theguardian.com/world/2020/aug/08/coronavirus-us-georgia-spread-brian-kemp

Test, test, test

The Guardian article below does not just have the expected comments about crowding and poor ventilation, it also has:
* Yet another reason why the, 'World beating' Test and Trace is seriously deficient, namely that there is very little 'backwards tracing'. The only criterion by which the UK Test and Trace is 'World beating' is the ratio of amount spent to results achieved; a bit brutal, I know, but with input from people who know what they are doing, which the UK has, it could have been 'World beating'.
* The reason for the few recorded outbreaks in schools may not be the one that everyone might hope for.
* A rather good quote: "I don’t understand how the British government maintains the cognitive dissonance required to suggest that relaxing restrictions in Europe leads to ‘second waves’ while encouraging British people to go to work or school or pubs will not have a similar impact.”

https://www.theguardian.com/politics/2020/aug/07/why-are-indoor-settings-higher-risk-for-covid-and-are-restaurants-safe

Test, test, test

PL75 other tests will come as Companies wirk out the maths.
Posted on this BB was an assay with 3M. Also I have posted about the BRH Paraytec aptamer based test assay in conjunction with Sheffield University. This is a 5 min test which may be 5-6 weeks away. See BRH board for further info.
However, as has been said there will not be enough production capacity to mass test to the levels needed with one company, so many tests is good for the planet. Awacta have the best test with good manufacturing quality inbuilt in the test from the outset. This ability to scale up from one development batch to full production maintaining quality of product is important. Using Cytiva and BBI is a masterstroke by Dr AS.
The clever part of the Avacta/Cytiva is not needing a machine to process the test, but does this feature come at a increased overall cost per test compared to BRH when the machine used for ANOther test assay (3M, BRH Paraytec etc) is used for thousands or tens of thousands of tests?
Perhaps which Covid-19 test is going to sweep the board comes down to the Sensitivity vs Specificity vs cost vs time for test result and how problematic the supply chain is for whatever the test needs.
Although the UK Govt may short circuit that rationale:
https://www.theguardian.com/world/2020/aug/07/revealed-uk-rapid-covid-test-not-yet-approved-by-regulators
However, the lack of transparency in government decision making and the data and use of data that supports decision making is getting commented on, by the Royal Statistical Society, amongst others:

https://www.theguardian.com/world/2020/aug/06/covid-19-policy-uk-governments-lack-of-transparency-is-worrying

More or Less returns to R4 on Wednesday. Excellent sanity check on the stats rolled out by our elected representatives.

R4 today (8/8/20) around 8:33 Nick Gibb Schools for England Minster saying no need for social distancing on school buses as children are not mixing with the public. Unbelievable.
Is it safe to go back to school?
After hearing Nick Gibb absolutely not.
Compare his approach to the views from
https://m.youtube.com/watch?v=h7Sv_pS8MgQ

Children need to be mass tested on a daily basis. From
https://www.theguardian.com/education/2020/aug/01/now-teachers-sound-alarm-over-plans-to-reopen-schools

"closing schools was the single factor most strongly associated with drops in infection rates"

Unbelievable, unbelievable, unbelievable

There are only two companies offering a 5 minute test solution. One is Avacta and the other Paraytec Limited (as announced in the BRH rns on 5/8/20).
Interesting times if both companies provide tests around the same timeframe.
Mass testing in the millions per day was always the requirement in the absence of a vaccine and/or therapeutic. Can Paraytec deliver via the Condor program? The clock is ticking. The rewards of unlocking economies is vast.
Test, test, test

Ncyt board stating that Thermo Fischer T/O of Qiagen may be about to fall through.
Could their attention move to the world leader in the test domain?

Does the LFT information, raise affirmer tech with big pharmas? As they have proven their worth to address covid19, what chance encroaching on those oncology patents of the big pharmas?

BlownitAlready .. looks like Mass PoC testing required!
Do we have any competition at the 5-10 minute to result level?
Test, test, test

What number?? 1?

B2HS2L, this is where our Rockefeller report listing as Cytiva/Avacta comes to the fore! Brilliant move by Dr AS.
Test, test, test

PL75 .. thanks for pdf.
in the absence of a vaccine, Professor Peto called for millions of tests per day
https://www.bmj.com/content/bmj/368/bmj.m1163.full.pdf

Thats where we need to be.
More partnerships required for millions of tests per month.
Test, test, test

TGoodland ... thanks.
Hopefully the former, just in time for schools and universities!
Govt will move mountains now. Schools need to open on time! The national effort can commence.
Test, test, test

Affimers work. Heres hoping what we were focussing on pre covid19 also comes to fruition. This is a company going places. Onewards and upwards.
Test, test, test

DM83 ...it was posted on BB that Sona had a similar announcement when their LFT was ready from Cytiva. Did not stop the Sona share price motoring x4 in a short period of time.
Govts can now prepare the contracts as we are ready .. Excellent.
Test, test, test

Which Covid-19 test is going to sweep the board comes down to the Sensitivity vs Specificity vs cost vs time for test result and how problematic the supply chain is for whatever the test needs.
Or that is how it should be, but I am not sure what confidence I have in the UK government's procurement processes. The DnaNudge approach seems very complicated, but maybe it was available amongst a limited number of competitors at an early time and so got evaluated.

BRH released a RNS yesterday on a 5 minute test.
* Aptamer based test.
* Sheffield University involvement is the electronic sensor.
* Another UK University is supplying the Aptamer.
No doubt this is one of many.
Looks like govt initiatives are driving research to get the test time down, regardless of complexity.
Test, test, test

£161M contract award to 90minute tests
http://bidstats.uk/tenders/2020/W32/732299286

https://www.gov.uk/government/news/roll-out-of-2-new-rapid-coronavirus-tests-ahead-of-winter

A 5 minute test would obviously warrant Condor review. But Govt is funding rapid tests. £161M for a 90 minute test is a nice contract to have!
5 minutes warrants investigation.

After seeinf yesterday's RNS on a 5 minute test result, did some Googling on BRH:
* Aptamer based test.
* Sheffield University involvement is the electronic sensor.
* Another UK University is supplying the Aptamer.
Which Covid-19 test is going to sweep the board comes down to the Sensitivity vs Specificity vs cost vs time for test result and how problematic the supply chain is for whatever the test needs.
Or that is how it should be, but I am not sure what confidence I have in the UK government's procurement processes.The DnaNudge approach seems very complicated, but maybe it was available amongst a limited number of competitors at an early time and so got evaluated.
Invested in NCYT and AVCT.
The clever part of the Avacta/Cytiva approach is not needing a machine to process the test, but does this feature come at a increased overall cost per test compared to BRH when the machine used for BRH test is used for thousands or tens of thousands of tests. Does anyone know the BRH test approach?
I don't have enough information to decide, but a market cap of £6M warrants further investigation.
Zak Mir was targetting a return to the recent high.

Researching ..
Dr Tristan Clark has done some investigations as part of the FebriDx Study (amongst others).
https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3582747
Could this be the "black box" 1 hour solution?
Performance was deemed better than what the hospital were currently using on the radio program Inside Health. Southampton is where the "gold" standard work was done. So this is an interesting claim. Perhaps it was the limitations with the swabs that has been overcome?
Invested here and NCYT.
Test, test, test

inside health bbc r4 today on sounds.
PoC test, bedside test discussed. Defined as a "Black box" test, but 1-hour...
Tests for other respiratory viruses .. a multiplex solution. Very accurate.
Dr Tristan Clark is managing the tests at Southampton.