Has this been edited to recognise the app? Looking like they will launch them together. Reason for the delay-waiting for the app? If so they only have 4 days to get a lot of announcements out. 1. MHRA approval 2. Orders 3.Contract 4. Plan for restrictions and/or testing program going large via public health arrangements and media saturation
Thx to all the posters who found the SAGE minutes and coverage recommending rolling out antibody tests to support the central strategy- finally accepting that we have some immunity and we can use this information to reduce quarantine, get people back to work safely etc. Hallelujah! Glad I just read through the board to yesterday evening after I had downed tools. V good news!
News. PM meeting ministers this weekend.19 Sep 2020 14:28
Probably looking at more restrictions. But the NHS app is going to be launched on Thursday. I can see them tying that in with a bit of a trial run for home testing at scale. The RTC are the only firm ready with poc tests which are high spec. Got a good feeling for this week. Maybe that's too 'emotional '? Lol.
Dougnew, you are hilarious! You don't want to get 'emotional' because your head says sell so you sold but you are happy to buy back in the 90s because you think it could hit £2.00. ! Lol. I think your head might have gotten a teeny bit scared. That's ok hey. They say fear and greed are the twin drivers. But not much about that sentence is rational. The third secret weapon we have. Thinking through the opportunity and focus on the most likely outcome taking risks into account. ODX comes out on top of my appraisal.
SAGE 10 point plan and BMJ report18 Sep 2020 19:13
SAGE has produced a 10 point plan to avoid another lockdown. It's available as a pdf from a link in the Independent. Number 10 is about increasing testing. Quite a bit of emphasis on a local response to test and trace. Feels like SAGE are getting a bit cross and airing their differences. I am encouraged that Johnson says they are paying attention to the epidemiology. Hopefully someone is going to stand back from the stress enough to notice 96% of people who have had the virus confirmed, have antibodies 4 months later -from the Imperial college REACT report. It just confirms numerous other big surveys on the subject. I think if they don't move antibody tests into a more central strategic role to help keep the economy going they are vastly mismanaging the assessment of risk. The BMJ published a report today to discuss the whole T cell/immune memory/ antibody relationship again. They reccomend more research again of course. But if any of the authors or it's recipients were prepared to take a decision and make a recommendation without waiting 10 years for the world economy to collapse for want of a longitudinal evidence base, they might also recognise the finding that they suspect that many of us may have immunity from other related coronovirus. Another finding that has been exposed before.
They will make an order soon. The agreement runs out in a couple of weeks. I agree with MB's point about political management. They need to try to hit the ground running. But they are under massive pressure to get on track with testing. The RTC don't need to provide 500,000 a day. Antibody tests are part of the mix not the whole picture. I think Colin King will deliver as promised. All of the RTC have had time to get production ramped up. That's what will be happening. Expanding facilities and machinery and now bringing on extra sales teams. It will be all systems go.
RE: people selling out - price now 83 & NT 2 sell18 Sep 2020 15:17
Day traders jumped into Fab for the day. Now it's falling like a stone. They will move back here before the day is out. We actually have an antibody test that exceeds requirements and we have been extensively scrutinised. Just one last hurdle to go. Maybe a few exceptionally daft characters have followed Heid into UJO. Sigh.
No-one has misunderstood anything. I am saying the claims they make are verified by their business partner- nothing independently validated. They are not saying they are making tests. They are saying they will supply antigens of a high quality. They could supply antibody test makers, competitors or they could be a future partner, who knows. If it's properly validated it will be big. That will be a long way off.
Doesn't meet MHRA target product profile so won't sell here. Shareholders are deserting companies in the hospitality industry. When they dust themselves down they might want somewhere better to invest. Might be useful for us to keep the fundamentals in view- with appropriate updates. Ton1s post was g8 earlier. We should bear in mind that we aren't only talking to each other. New investors might find a recap of where we are and the fact that we are very well placed in relation to the competition from the point of view of timelines and high quality, low cost, highly accessible point of care antibody and antigen tests alongside lab tests. We have a broader product range for cv19 tests and we are further ahead with verification processes. Very low risk in this respect. The fact that some of the competition have failed the early stage of verification that we have already passed with CE Mark's x2 and selection for trials x 2 and just waiting for MHRA approval is compelling.
Trolls out. Must be a good sign ;)18 Sep 2020 11:46
Yep. Time for me to do something else. All this talk of possible lockdown is only going to add pressure and interest in credible testing companies. Still not over the whole TTT and DNa Nudge waste of time and money. Never mind. Truth will out. And the cream will rise to the top. Not long now.