Member Info for Trickymatters

MB, I ain't disagreeing with you that they are probably overbought. But you have certainly given it a good go with your challenge haven't you? So at some point they have to learn for themselves don't they? I hope they don't get burnt. Awful when an investment goes wrong.
But it is winding them up. And then they come here raising out of date and irrelevant stuff that can cause confusion to new investors that might be interested in us. So better to focus on ODX. You make a positive impact that way.

Hants seriously mate? We've been in the Mail, the Times and several specialist mags in the last fortnight covering the Mologic poc antigen trials at Heathrow. Do keep up! Lol.

MB, ODX tests are closer to validation, production and sales than AVCT. We will feature substantially in whatever the UK mass testing program turns out to be. We are at the start of our upward trajectory.
AVCT will probably feature too. They were name checked in one of the recent gov.uk statements. Not in the context of orders but still.
They might be overbought. But they also have big pharma partnerships and they think they have a cancer treatment. So longterm holders there may be happy to wait. Their choice really hey?
Maybe focus on ODX for a bit? Otherwise the BB gets clogged up with arguments. Less attractive for new investors. You do add a lot of value here with your posts imho. I have seen your ODX contributions get posted elsewhere. So that's working really well.

He didn't mention antigen or antibody. He said 'tests which can tell you if you are infectious or not '. I think it's a deliberate omission. The trial of 100,000 health workers to consider key questions about antibodies and immunity is due at the end of the month. Started August 24th- REACT 4/5. First feedback due early Autumn and the study is ongoing. 3/23 million people may have had it twice- none of the 3 were sick, second time. All asymptomatic.
It will go our way. The US (including Dr Fauci) are already saying they are assuming most of us will have longterm immunity if we recover. Both tests are needed. We will be first over the line with the new generation of poc tests. We will sell every last test.

Our highest cost test, still cheaper than everyone else's-15 minute saliva and/or swab test ( um, where did we hear that today?) is set to earn ODX £5.00 per test. Originally planned for sales by January. Um. When is operation Moonshot intended to go large again? I expect the whole world can understand that Mologic are on the government radar with the Heathrow antigen trial?
I agree with MB that it would have confused matters today to get into the immunity conversation. And I also agree that we will obviously be part of Operation Moonshot. I don't know if they will pull off £4million tests a day. They probably won't need to once they get a much clearer idea about how many of us have had it. Not important if they do achieve it or not. What is important is that the government are signalling they will throw the kitchen sink at getting the virus under control to achieve proper social and economic engagement. They are up scaling the mass testing program once again is the point. That means we will sell everything and quite possibly we will have to look at ways to increase capacity again- licensing? Additional expansion?

I think 1 million for September and tens of millions thereafter.

Hardly anyone mentioned in that article. Mostly critical- usual suspects upset that they haven't been personally consulted. Saying no medical assessment. Complete nonsense. Chief Medical officer, PHE and all the top disease specialists have been all over it. The point we can take from the story- which is already out there, Han****'s operation Moonshot has been introduced days ago. SAGE put out a statement last week. Lots if companies being talked about. Many have quite poor accuracy according to SAGE.
We are best in class.

The media are going to be scrutinising this every day now. Whitty making the case for more testing if the technology was there. The problem now is that lab testing is too slow. Mass testing is the default option to keep the economy going and antibody plasma is also needed for some treatments. Only one way this is going imo.

'You may not know whether you are infectious or not but you will know whether you have had it or not ...and you can get on with your life safely...'

'We want to start testing people who are negative..swab, saliva, blood..in 90 minutes or even 20 minutes..'

Ooh er missus! I am turning into Les Dawson with the suspense here.

Bloody heckers like. About an hour ago there was only us and one other covid stock blue. They played the clip of Johnson's 'everybody tested every day with the pregnancy style kit's on the 2pm news bulletin. Wonder if he's going to say something about it in a few minutes at his 4pm press conference thing?

Here we go! I like 70. I like 69 obvs but 70s are nicer from an investment perspective.

Looking very compelling now! Don't know why every investor with a modicum of desire to make a fantastic return is not in here now. Wish my pension funds would get in now because they are damn well losing money. I am making better returns than Scottish Widows and Aviva. And so are all of you if you're in. Lol.

Yep, you are right Regulator. Profound apologies. Mologic antibody poc test is CE marked now, Sept 7th,CE mark for antigen test is outstanding as far as we know. I wrongly assumed it was the other way round because the antigen test is in the Heathrow trial.

Just Johnson's hyperbolic response- no change there. Still, gives an idea of how they are thinking. I won't be surprised if we get some massive orders. ODX agreement is for 200,000 a week for 1.50 each, probably recognising the government investment they have had. No reason why they couldn't increase that commitment at a more ambitious pricing policy to at least reflect what we will get for some of the Mologic products. So at least £3.00 a test? More to justify the switch?
We thought it was a perfect storm of unprecedented factors when we first invested. Desperate times and all that. Could easily see a first order for well over 10 million. If the Gov ambition is now for 100 million ( so far they have pre-paid for over 300 million vaccines) they won't want us earmarking the rest of our capacity for other tests or for other markets. V exciting times for ODX investors.

Yeah it says that Morethanme. And Colin also said a key organising principle and advantage for ODX is the ability to refocus to meet demand. Why bother with the lab tests if no-one wants them? They're causing bottle-necks because they are so slow to process. If they can get instant results from home tests which can obviously be delivered in hospital settings too if they are gold standard then lab tests will soon be a bit redundant. We have already CE marked the antigen test. Way ahead of schedule. We must have moved that schedule forward.

Highly likely it's already been brought forward Lee City. It's been CE marked a month ahead of schedule. The investors presentation is excellent but it's a business plan not set in stone. The company has also said they will set up manufacturing production according to demand. So if for example lab tests are losing traction they will could forward home tests and increase production for those tests as needed. The example they gave was if the decision on antibody tests were to be to stay with prevalence tracking then they could shift to antigen. But the emphasis was on the capability to move easily to focus on demand. Looks like they are already making those decisions to shift towards antigen and antibody home tests which now seems extremely likely to be the longer term focus. Lab tests are too inefficient for a mass testing program.

3 have been CE marked and 2 are in trials (the RTC has completed active trials for MHRA approval and is waiting for the report- results leaked to national press, best in class). The Mologic antigen test is in trials at Heathrow. Results will be confirmed by CONDOR. It assesses 3 antibodies so it's highly accurate and will pick up the virus earlier in the infection before symptoms are showing in some cases. Both of the tests in trials or waiting confirmation of trial results are the much referenced 'new generation tests ' which the government say they are waiting for and which will feature in the mass testing program. ODX have capacity for 100 million tests per year atm.
I noticed a couple of misinformed comments. I am sure most investors know all this by now but in case it's useful I thought I would share a little summary. All in the public domain. And for anyone who wants to buy now check out the investors presentation on ODX website. Excellent stuff. The broker says a medium term target for £5.30. Most people think short term upwards of £2.00. NB. Short term is not tomorrow. Lol.

For rapid at home mass testing. So the current bottleknecks in processing will soon become a non issue as we move away from lab tests except for hospital settings.
The ABC test and Mologic's antigen test are going to be in the mix for tens of millions of orders in the coming days, weeks and months. What's not to like? Multi-bagger right here, right now.