Member Info for Trickymatters

Sneaky Simon, delayed start to the term to enable preparations for mass testing for school children has been on the BBC news today.

Looks like the £912 million contract will be reissued- Twitter are sharing a letter to bidders purporting to be from the DHSC DHSC saying they will reissue very soon. It doesn't seem to have been awarded does it? We would have known about it by now because the award date was 16th.
Both Matt Han**** and Johnson have said we will be extending mass testing in the New Year with British lfts.
The target profile product criteria for testing contracts on the gov.uk site was updated again for antibody tests with the 'desirable ' requirements for a test that can assess immunity. Not that someone has had the virus. This is so significant for ODX. Abingdon claim their IPO and associated fundraise will support an expansion of facilities to meet demand for the ABC19 test. The Welsh government covid site says they are doing final assessments of the 'finger print antibody test ' and also assessing these for self care use.
We learned today that the school term in January will be delayed by a week to enable mass testing for school children.
In the meantime, 138,000 vaccines were delivered in the first week of the vaccine availability. Even if they manage to quadruple that delivery next year it will be next December before they have rolled out 25 million vaccines.
In short, the government are waiting until our tests are ready. The ABC19 test is being reassessed after PHE acknowledged in the EDSAB report that they have used a methodology that compromised the quality of the antibodies.
It has been a long and winding road but we will get there. I suggest buy and hold for a multi bagger by January.

Gulp. Porton Down are now concerned about whether the new strain of the virus might affect immunity. Looks like maybe we should test a much bigger sample size (everyone?) to make sure the vaccine is working.

Posted a document saying the DHSC, purporting to be from the DHSC, are pulling the next huge Innova contract (£496 million). He's drawn a link with Han**** saying today that we will be using UK made tests made by 'our brilliant British scientists'. I think it is plausible actually. Innova tests are expensive and they are particularly weak in specificity- the most important part of the test because it confirms positive cases.
Interesting I think. Myles McNulty is one of the credible twitterati imho.

Weekly tests for all secondary school pupils from January. And on the news he said kids who have been in contact with someone who is cv19 positive will have daily tests. That's more like it. The 11 test providers at Heathrow have been overwhelmed by demand and some have seen their websites crash. They will get it together eventually. We just need a little leak on Mologic antigen test trial results and we are cooking with gas again.

It's all over Twitter. The retail price is £89.00. Too expensive for a mass market. Still if they bring it down to £30.00 ODX will have £10.00. That's a billion pound turnover (×100 million capacity per year). Looks like ODX should focus on it's Visitect brand for both Mologic antigen and antibody tests?
Abingdon health have confirmed the government's order for 10-15 million ABC19 tests in the IPO today. God knows why we haven't had an RNS. I think they are waiting for MHRA approval. The FT said last month that the MHRA are behind schedule with approving tests. I suppose they have been busy with vaccines! In the US and the EU the FDA and EU regulators are slow to approve vaccines so I guess it's all very complicated. A shame when the virus is speeding up transmission.
In the meantime some UK companies are set to win the £912million contract which indicates it will be awarded tomorrow. Volume is lower than usual hence the weak sp. Buys exceed sells easily though. Chin up everyone. This can turn on a pin. Mms are happy to see us little guys fall by the wayside.

Yawn. 3 tests have been trialled. A PCR, a LAMP and an antigen lft- maker not named in the most recent coverage. Mologic were certainly involved in the first trial. The report will comment on all 3.

Sneaky Simon, lfts are part of the Heathrow trials. Ton1c has shared the link -under your post.

It could be Mologic's antigen test. It's a much better test than Innova's. It has 98% specificity. Mologic could be in a position to start supply and ODX could pick up the baton asap.

Han**** hasn't really engaged with the criticism. He just says that different tests have different qualities and says the government are committed to 'test, test, test'. We must break the spread of the virus- tests and vaccines.
It looks like our news flow will begin in earnest later this week then. Much more emphasis on mass testing is inevitable and urgent imo. Unfortunately the bad news on the virus keeps getting worse. Mutations. Tier 3 for even more of the country. Germany are locking down for Xmas-ooft! The US are seeing the virus increase at a faster and faster pace.
The exit strategy for tier 3 and 2 is mass testing.

For anyone not watching it's on BBC parliament on catch up. Community testing will be using millions of new lfts and it will be rolled out to 67 local authorities this weekend. A communication strategy will be used to help promote the approach to all MPs. The lesson from Liverpool (from mass testing) is that we can get the virus down when we resolve to do so. Contact tracing is reaching 80% of contacts.

Mr India and Fredd1boy, yes, absolutely. Market makers are happy to pick up cheap shares because they know what is coming. The thing is, so do we. We have all seen the contract has now been awarded on bid stats. So looks like government are buying at least 15 million antibody tests. It will probably get some questions asked because they haven't been talking up a clear role for antibody tests for a while. I think they will acknowledge they need them for monitoring the efficacy of vaccines- none of the vaccines are 100% effective, so they will want to assess who it isn't working for. I think they will enable commercial sales too. Once the UK approves them so will the US and the EU. It seems like we're at the mature end of the market because of vaccines -this is where we'll finally see huge volumes of sales, leaving ODX a cash rich, fast growing diagnostics company in a battle scarred economy. No-one wants another 3-6 months of tier 3 restrictions. Another quarter of GDP in the bin is moving towards a disaster zone.

And we will see a contract awarded for £912 million for various cv19 tests- the first of several of the kind. I am obviously hopeful that ODX will be in the mix. We are working within the RTC and with Mologic- a well established and highly credible, well funded diagnostics company with a worldwide presence. The team behind the original pregnancy tests in fact.
ODX will be tipping their hat to it's shareholders and some great, big rabbits will be jumping out ;)

1. We will have an announcement from Abingdon that they have won a contract for the RTC for £75million. ODX will then RNS the same- my guess today or tomorrow to pre-empt or coincide with Abingdon's IPO.
2. Since they have finally awarded the contract the MHRA should follow.
3. The report that Heathrow commissioned on 30th November on the impact of tests for managing cv19 effectively could be ready and could be leaked- as has been the pattern with these things in recent months. We should be keeping an eye on the Telegraph, the Times and the Guardian for this. Mologic were part of the trials with a high performance antigen lft.
4. If the MHRA is published we will start to have orders coming through from all the professional consortiums for pharmacies, dentists, GPs.
5. We have already had confirmation from both Pfizer and Moderna that they need antibody tests to check the progress of immunity after the vaccine. Once we hear the same from AZ/Oxford the media will start asking more questions and it will become public knowledge within a day or so that this will be required at some scale.
Best buying chance now. Lths feeling ambivalent because of the wait we've had. It can turn on a pin.

FDA are saying the 1.6% of Americans with food allergies should not have the vaccine. ODX does a food allergies test which they are expecting good things from. And this freaked me out a bit: AstraZeneca, according to the media, have just paid £39 billion for a pharma specialising in immunology. Reasons to be cheerful. #allinonesolutions. Right place at right time?

AZ are trialling a two part vaccination with the Sputnik vaccine. The Abingdon contract was awarded yesterday according to bid stats. £75 million.
Heathrow testing is meant to be happening this week and 67 local authorities are having community testing rolled out. And Abingdon's IPO is scheduled for Tuesday isn't it? As if that weren't enough to look forward to looking like Innova's time is up because people want lfts but they want higher standard products than they can offer. This is ODX's time.
I think we are due some chunky RNS' right here and now. I am prevaricating (plus ca change- lol) about whether to put my profits from Costain and Marston's in here to add to my investment.

For the approvals and orders we have waited for, at last. I am expecting a decent Christmas present from my ODX shares. GLA.

Mass testing announced for Kent, Essex and London. Read the Huff Post article that has just been shared. Pretty much lifted right out of the published 'Winter Plan'. About 200 million antigen lfts envisaged. Plus the antibody lfts now being discussed with specific partnerships for Moderna and Roche. The RTC test will be next in tandem with the AZ/Oxford vaccine. GLA.

To interrupt transmission of the virus. Elsewhere Welsh government have updated their advice today to say some final assessment of antibody lft tests are underway and are likely to be approved very soon. Looks like the long wait for the big news to see this firm realise it's high value, high growth potential is happening before Christmas. Lfts for antigen and antibody tests are going to be coming onstream at scale, antigen lfts to support test and trace and antibody lfts to support the vaccine roll out, tracking efficacy and the length of immunity.

Rapid tests being rolled out to care homes today. 'Huge improvements are coming in the way that mass testing is being delivered'.
Still waiting for my test results to come through. Pcr tests are too slow and expensive. Roll on ODX.
Roll on Mologic. One of the great and the good just pointing out that the AZ test had 62% efficacy and careful thought will be needed to deploy it for maximum efficacy. Antibody testing will go large.