Member Info for travel_light

Does UK have standard photo ID which everyone carries. Without it eg passport, how would any “I’ve had a shot work?” I can borrow a phone, so that’s not secure.

So entering spaces, flights, events is still likely have testing as a focus even after vaccination until at least numbers hit fairly high figures. Getting out of lockdown requires testing. Deepverge poo test detecting hot areas will be targeted for mass testing, to ensure lockdown doesn’t come back. I think everyone out and about will be asked to test, regardless of vaccination status.

Sure in UK, vaccines will restore normality relatively quickly, WHO yesterday on BBC, was projecting Africa having issues for 2-5 years.

quote "we need to significantly increase testing"

well done Joe, in one one easy interview he shows everything that is wrong with the big orange baby.

if lse has a descent formatter, that would have been funny:(

https://en.wikipedia.org/wiki/Brownian_model_of_financial_markets

https://sonanano.com/sona-nanotech-provides-corporate-update/

They seem to be unhappy with tests not being used within 6 days of symptoms ie when people are infectious.

Antigen test so be interesting if same criteria apply elsewhere.

Will antibody +ve be refused or put on low priority so others at more risk can have vaccine?

That would mean big demand for antibody tests.

Hi,

The sampling with swab was zero
Medical staff. Basically drive up, show ID, get bag with stuff. Go park, swab yourself, and then put tube with liquid in another bag.

Hero’s standing in the rain had visors and face mask, but dressed as if digging roads in high vis jackets.

It’s been shown self test has high failure rate in terms of accuracy for +ve. Bigger problem is the wait,we had 4 days from when one of kids got +ve back so nearly 10 days from when she got symptoms. We were all likely infected. Pcr can pick up long tail, but could be we managed to get away with nothing more than headache and early to bed and low load. Alternatively her load was low, we were fine and we didn’t get it. If we could have all been tested together we would more likely know. We couldn’t get test at same time as her.

We sniff at antibody tests, but we will all go get one. Doesn’t change much but knowing if the headache was covid and not sitting with excel too long would be nice.

Girl up north, Ophidian stated on 10/9 that accreditation wasn’t needed. It remember, cos others at the time thought is was likely needed.

If you can you might want to check with him, cos he is well respected about that sort of thing, well trusted and recommended by many.

Had a test Tuesday. Back of throat with swab abs swirl in liquid, throw stick away.

Thus changed Friday. With one stick you now swipe back of throat, same stick insert into nostril, then spit in cup and dip swab in.

Then open a tube with liquid and swirl swab.

Not sure what test is then done on liquid, Pcr I think as it’s a three day turn around.

Basically each method stands a chance of picking up virus material, and I guess missing it. High % failure rate of self test(sit in car do it yourself). Maybe having two capture method tested isn’t so surprising and as the knowledge develops it may change again.

Not really quoting right there are you Vegas, why do you need to twist the quote?

What I said was why should someone have to filter person x cos person x starts to use the thwacking sausage cos someone’s dared to offer and alternative view. Person x should accept alternative views like an adult, not a four year old. Throwing insults results in it coming back at him, so he storms off in a huff and accuses all and sundry of be insulting.

So yeah why should we filter someone pumping a stock like hell cos he doesn’t like to be questioned on his expert advice.... timeline anyone? The pump and dump minerals debacle ?

To use your own argument why doesn’t person
X just use a filter?

does being made in the UK provide any benefit ?

right now tenders are open to all companies in EU, and protecting home industries invites retaliation. If UK choses avacta over Abbot or Siemens do we want US and Germany to act likewise (US already does). Off topic slightly.

I think having help from the Government to prove the case would be welcome, and having upfront commitment a WHOOP. Company will pay tax on profit from worldwide sales so worth it to the government to get the tech out the door and revenue form rest of world rolling in.

Saying you must sell to us first, or that we will buy UK before US products is a different matter, more than that is would be a bloody disaster in terms of entering other markets eg Japan, Korea, India, China, and EU. Treat others as you wish to be treated time.

On ownership, unless there is a strategic issue eg protection of infrastructure re telecoms(ARM), its hard to see the case for avacta being blocked for takeover by foreign company. UK could still access the technology. Hell we want to list on Nasdaq, be hard to do if TO was blocked. That said maybe UK wants to have access to affimers for the next big one and justifies blocking on those grounds. Hard to see that flying.

hi RK,

I think the line

I would never say I don't tap some of the top and buy back in as this is the easiest way to increase ones holding.

is kinda what some of the comments are eluding to. If you manage this well, can sleep not afraid to miss THE rns, and make more money, all the more power to you. I keep saying I'm gonna put is 60% and hold, trade the rest, but just cant seem to sell when things are going well:-) Wish I could. I bet most of us here wish we could.

By only saying I just topped up , never saying slicing, it gives the impression of a never ending bucket of money. It makes the +ve message weaker. Just my humble view, and you don't owe it to anyone to justify your methods. But if you want to achieve the effect of boostings others confidence, show the whole picture, not just the selected bits. Motely fool advise both buys and sells after the fact and whilst they are a dim shadow of what they once were (25 years ago), it provides confidence that someone is not just pumping to get a quick gain at their expense (which is fine, just announce you are trading). People will listen if they trust ya.

good luck on Twitter, I hear it's the next big thing-

what's a sovereign test ?

so, shoe on other foot, why would Avacta keep the diagnostic business ?

sales and marketing expensive setup, but could use resellers for the LFD to quickly get into markets. User that to spring board other diagnostics, and keep value in house. Recruit expert team with the war chest. If affirmers are easy to produce, more stable this would be big advantage over antibodies. How much effort would it be to develop the diagnostics business ? Is it a complicated task with regulations, contacts, language etc ? If its doable, revenue streams could be massive.

Avacta seems to be focused on proving the LFD covid test (as they should be). There was talk of signing up manufacturers by the barrow load, that seems to be filtering away. Is this because no interest, as the timelines don't work for them given other developments, or because Avacta have a suitor waiting in the wings so don't waste the time.

if I was a diagnostic company, especially one using anitbodies, I would be looking to take a position in the near future. If LFD, BAMS, Elisa and deep verge all get certified, Avacta would provide a clear advantage.

started with shoe on other foot but went back to my preferred option. Anyone think Avacta should keep the diagnostics arm ? why ?

I had some tea and looked for an answer in the tea leaves. They say its cos there is a suitor. But they also told me Wales was gonna win the 6 nations.

Posted under a different thread, but no takers. I think worth discussing. I am a guru, I have three twitter followers (mum, the dog and the cat, but to be fair the cat is there to wind up the dog).

For me LTH = Cancer Treatment, short term risky gain = diagnostics, and thats more than Covid.

I think Avacta has had to evolve from a research orientated, therapeutics organisation, to a fully operational diagnostics company. They are struggling, badly, just look at the deal for retail. Senior bod recruited for therapies but lean heavily (100%) on partners for diagnostics.

not sure their heart is in it, more its a cheeky way of getting some funding quickly and hope for a sell off of a license to a global diagnostics organisation. I think that is still the play. BAMS is sold through reseller and Elisa is research (why not use it for diagnostic in real world, the world needs more tests, anyone know ?)

I think we are half way there. Affimers are seen to work to identify pathogens. Others are using them for that eg Deepverge. The issue is bringing that capability to market and there are very large companies who can do it far better (think contacts worldwide, production planning etc etc).

My thoughts are three diagnostics tests, plus at least one partner, proven and offers will be made in Q1/Q2 frame. Companies in similar situations without such good tech can be bought for big money (disclaimer, I can't name one, anyone got an example:-)). I think it would be cash payment plus minimum yearly royalty for exclusivity. Abbot would be a potential, but Danaher (own Cytiva) would be another plus Europeans. This is a guess. I have no inside information, no data not available to others etc etc. Just a guess, and thinking what would I do if I was Al, and needed to sleep well.

Sir Al has said in interviews that acquisition is standard route, but you can see his passion for cancer treatments. I think he would rejoice to get rid of diagnostics, whilst keeping a steady cash flow to fund therapies, instead of selling whole company until its got 3-5 potential winners well on the way. That would be a huge investment win, that's what I am crossing fingers for. Diagnostics money would really speed this up.

On the therapies, 2-5 billion would not be an unreasonable price tag in 3 years and if there are more candidates well into pipeline that figure would be higher. Crash and burn would not be unexpected either. Risk v reward.

there is a real possibility that I will win the euro millions. You can work out yourselves whether you should be buying me pints now ready for the big win.(Yes you should, risk reward ratio is amazing, double your money)

To be fair, great there is some positive vibes man, but don't dress it up in the all knowing guru said "XYZ". Its just pom poms and give me an A, give me a W.

If you are gonna post from twitter, I would rather see some information from the fab 4 about what critical success factors and risks mitigation measures they think should be taken. Do some real analysis, base it on facts, not just if I squint and close one eye statements.

did he say which test they were for. Could be Avacta, great, pump that SP.

Could be a different test, as Avacta not the only saliva fish in the covid pond. https://www.bmj.com/content/371/bmj.m3868. Oh shoot means we missed the train. Sell sell sell

So basically a tweet which is interesting can be read either as a huge +ve or a huge -ve and we are meant to read something into the tweet which is not there.

Nice to have the info, thanks.

I think Avacta has had to evolve for a research orientated, therapeutics organisation, to a fully operational diagnostics company. They are struggling. Senior bod recruited for therapies but lean heavily on partners for diagnostics.

not sure their heart is in it, more its a way of getting some funding quickly and hope for a sell off of a license to a global diagnostics organisation. I think that is still the play. Bams is sold through reseller and Elisa is research (why not use it for diagnostic in real world, the world needs more tests).

I think we are half way there. Affimers are seen to work to identify pathogens. Others are using them for that eg Deepverge. The issue is bringing that capability to market and there are very large companies who can do it far better (think contacts worldwide, production planning etc etc).

My thoughts are three diagnostics tests, plus at least one partner, proven and offers will be made in Q1/Q2 frame. Companies in similar situations without such good tech can be bought for big money (disclaimer, I can't name one, anyone got an example:-)). I think it would be cash payment plus royalty for exclusivity. Abbot would be a potential, but Danaher (own Cytiva) would be another plus Europeans. This is a guess. I have no inside information, no data not available to others etc etc. Just a guess, and thinking what would I do if I was Al.

Sir Al has said in interviews that acquisition is standard route, but you can see his passion for cancer treatments. I think he would rejoice to get rid of diagnostics, whilst keeping a steady cash flow instead of selling whole company.

On the therapies, 2-.5 billion would not be an unreasonable price tag in 3 years. Crash and burn would not be unexpected either. Risk v reward.

Test developed with partners.

Releasing figures in interview which are not final without their approval and coordinated PR might be commercially sensitive, as it affects their sales projections.

Thanks

he said he would do small scale first (own), and then bigger (with authorities hopefully).

how is this news, how else would he do it?

we all want this to fly. 1+1 one day will mean 100€ ex china, but large scale needs a few steps complete first, if we listen to Sir Al. Then again could that rns have been more obtuse ?