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It is hard to see any value in ODX. The government contract is looking worthless if it happens at all. Private sales are now in a highly competitive market and require top class sales people. The food tolerance part of the business is not an area I have any knowledge of but it is hardly generating anything special. Colin has to go or the company will.
My take on the strength behind GSK .Emma wants to keep her self appointed role as CEO of New GSK. I think she will listen to offers which are imo certain to come for the consumer side of the business. That way if the right offer arrives she will hope that will appease shareholders and get Elliot off her back and give her the credibility to head up whats left. We shall see but personally I think there could be a bidding war for the consumer business.
Only an opinion but I think GSK has huge upside from here. Not always a great way to look at a share but we are at low historical levels. The split has led to outside interest from disrupters which is usually a positive influence on the upside. The most likely outcome of the split is a sale of the consumer business despite the plan. That may pacify Elliot and allow Emma to stay until it becomes clear she is not the right person to lead GSK. All of this underpinned by decent yield after the split. Looks a bet to nothing to me and will continue to accumulate.
I mentioned this on a post I put up during the week. Our RTC was full of cases like this and even a well known ex international cricketer. This is due to continued use of Innova.
Just a few observations after finishing work after 13 months at an RTC. Understandaby we have seen a complete demographic change in the people being tested. People under 30 now represent over 90% of those we are now testing with Pcrs. Where it gets interesting is that although we try not to get into conversation with the customers they do love to tell you their story and ignore our requests to keep their windows up! The recurring theme is that they have tested positive on Ltrs and want a pcr to confirm that result Plenty who have tested negative on Ltrs but still have covid symptoms! What is clear is the Chinese tests are not fit for purpose and the government are treading a thin line on gross negligence by continuing to use these tests. On site we are no longer testing ourselves as it is common knowledge the tests are not fit for purpose. There needs to be a serious campaign to lobby our MPs and get this seriously into the public domain as so far few people are even of the FDA directive . Clearly this is an absolute scandal and could speed up the process of a UK sovereign test approval. Sadly l am no longer sure ODX can deliver.
Just noticed at our RTC that the test tubes are made by E and O in Scotland . So maybe that explains why Boris says we are supporting the UK diagnostic industry. What a farce.
Yes Aberdeenman, truely shocking corruption and BJ stated in parliament last week that the government had provided significant help to the UK diagnostic industry.
Sadly that post is spot on.
Interesting in that we are now back doing PCR tests all day at the RTC. All Innova tests have been removed from site.. No official explanation given although we could barely give them away so may be just that. PCR testing has been steadily climbing so a proper testing regime is going to be needed at events, schools, factories etc. All good news for ODX if we can just get something to the market place.
In South and West Somerset school testing has ceased. However there are numerous outlets including the RTC at Taunton Racecourse to pick up tests. There is close to zero tests being picked from the RTC which worries me. I still hope for the best for Omega but the public do not seem to want to incorporate self testing into their daily routine. PCR tests are increasing quite dramatically and the age group is very much centered on the 0 to 30 group which to me suggests that event driven testing where young people will be the predominently attending might be our salvation.
There is nothing to report. We are at the mercy of a corrupt government but nothing new there and not a total roadblock as they could change their mind on innova if insults.
We need to focus on other markets and hope that more and more events driven opportunities.
We are now getting very busy doing PCR tests in the SW and this virus is looking very serious so there will be fresh threats and opportunities for quite some time.
The problem is the public have no intention of using Lfts in their day to day life. ln our last 4 days 13 hour days we have given away 0 tests at the RTC. Yes 0! The government have over ordered a hopeless product and will not admit it so sadly for us ODX and others are going to have to find sales from somewhere else.
We are still handing out the tests this afternoon and also being tested with them! Serco heading for disaster along with HMG.
Try living in France.
Sad to report we still have thousands of Innova tests at our RTC. The uptake from the public is pathetic and we simply cant give them away. Unless LFTs are going to be used in an event driven enviroment I fear for our investment here.