Member Info for TWatcher

"Not true. It is more likely that the reason no test is being manufactured is that 3 months after discussions commenced they can't come to a commercial agreement as the suppliers test has not achieved self-test approval. They may well have come to a commercial agreement pending the tests approval. I think this is likely."

Did you ready the final results RNS ???
"The ability to supply tests that are produced within the UK remains a key priority for DHSC and to that end they have facilitated discussions with other potential partner companies with lateral flow antigen tests that have now been approved by the DHSC and also have self-test approval."

Every manufacturer they have been talking with has a test that is approved.

So what's you reason now ?

I don't care if it is mud standard and not even 1/2 as good as Innova, just like Innova aren't one bit worried since they got their gazzillions orders of Uk gov, and apparently uk gov wasn't all that concerned either.

ODX is a commercial, listed company, owned by shareholders. A manufacturer that has not announced orders, production, stock or output, is only a virtual manufacturer. Growth in capacity was a fantastic acheivement, but only because the growth was supposed to be underpinned by increasing orders, i.e. the capacity was being full utilised along the way. I'd suggest there is plenty of evidence to conclude that capacity has not been fully utilised since the start of Nov.

They've needed orders all year. For most of that time we've had the happy clappers saying there are NDAs, "3B antibody tests neede", or they are stockpiling, or they are producing 2M a week every week, "the train is leaving" "get on board the rocket", sure how could they not, all those employees, and lets not forget the lorry that dropped of a peice of equipment, that's as good as 2M a week right there.

I think even the most happy of happy clappers are finally coming to the cold realisation that they have been fundamentally producing nothing. All that busy busy busy we have been fed from twitter, that implies production, isn't. You'll note none of the recent RNSs refer to production. Anything of substance has to be RNS-ed. The Twitter account seems to be aimed at those that are reasonably easily strung along. ODX have a history of not backing up twitter hyperbole with reality.

it is correct that the last 2 or 3 times that ODX has commented on the matter the phraseology about waiting for the government to pick a test has disappeared, and now the wording is solely of the type "we are talking with other manufacturers".

given HMG are now on to their 4th different supplier of tests that match the new spec, it seems HMG is quite agnostic as to which test ODX makes, as long as it is compliant. The waiting, based on ODX's own comments, is because they have been unable to come to commercial terms with a supplier of a test. If it was solely because they are waiting for their own test to be approved, and are not in serious discussions, then it would be misinforming the market to suggest they are in serious discussions.

who else would invest in a company that wants to sell antibody tests, and yet believes the amount of antibodies makes no difference to how a person copes with a covid infection.

NOT ONE BIT SURPRISED.

"The booster will most likely make no difference "

Ah Sledgey121, your expertise on this subject matter knows no end. Reminds me of those words your type here which you now hear every virologist repeating:-

"The amount of antibodies makes no difference to how a person copes with covid infection. "
https://www.lse.co.uk/profiles/sledgey121/?page=16

"I can't see it getting big volume acceptance from Jo public, especially as a large number double jab people are in hospital."

The stats show you are 6 times more likely to end up in hospital from covid if you are unvaccinated than vaccinated, but don't let the facts get in the way of a good unfounded baseless rant.

Seldgey121 has a very short memory.

From sledgey121 18th aug

"My first symptoms were 9 days ago and I'm still rough from this, my cough has now tuned into a chest infection. I caught it from a 10 minute car ride with my sister. My wife and son have also tested positive. I'm single jabbed and my wife is double jabbed but its hit us both as hard, presume this is the delta variant. Before I knew I had it, we went out for meals, stayed in a hotel, day tripped to Chester, swimming baths, steam room etc etc, there will be some additional casualties along the way from those trips out."

From sledgey121 today

"Definitely LFT over booster, all day.
I can't see the booster being very popular this winter. Surely nobody wants additional experimental drugs sticking in them."

So you'd prefer people to know they have it and possible get seriously ill from it, than get the booster ? Maybe things would have been worse for you except for that experimental drug you got stuck in you.

LFTs and booster are not mutually exclusive

clearly if every single person was vaccinated, the hospital admittance would be 100% vaccinated people, so as the vaccine rate rises the number of people in hospital that are vaccinated becomes less useful. The better stat is to look at is to compare the % of unvaccinated in the population against the number going into hospital.

In England 89% of the over 16's are fully vaccinated...you can be sure that the subset of over 50s is a lot higher than that, possibly 95%.

So although the over 50s who are unvaccinated account for only 5% of the over 50 population, they account for 29% of over 50s being hospitalised.

lol nitpicking...gawd loves a comedian :)

"Those two contract just got updated today to reflect that the contracts run until 2022."

err that's 31st July 2022

https://atamis-1928.cloudforce.com/sfc/p/#0O000000rwim/a/4J000000NV9T/ia63fPx5ym_1jdR_4rOe7RwxyFFjrcdqpQPbefcl7hc

Page 56
"The buffer must be pre-aliquoted in individual containers with individual ampules. There is a strong preference to have the buffer contained within the extraction tube (pre-filled) and tohave dropp tops attaches to the vials, as this allows for greater ease of use."

So GAD/ODX did not come up with this just for handiness sake, it is now the strong preference to operate in this fashion.

Page 57 Regulatory checklist
This reads to me now that its aspirational to meet the target product profile, it's not an actual dealing breaking requirement.

Page 58 contains what they expect to see from the usability study, which is relevant to the recent study from the Ulster Uni.

Page 68 and beyond is suggestive that future selected LFDs need to be able to work with the digital reader, that'll be the "magnifeye" device that I picked up on, on the MHRA list, which is uses AI to read the line.

Probably a lot of other useful info in there

Those two contract just got updated today to reflect that the contracts run until 2022.

Those contracts demand capability to supply combined 40M tests per week. Does not of course say they will supply that level, but they can do. Given these are 2nd call-offs, it does open the possibility that there will be further call-offs.

"Twatcher your changing the subject "
The subject is "Mologic FDA approval not far away"

The tweet that it refers to points to a WHO document, which has ZERO to do with the FDA. Its false information on twitter. I see now someone has responded to highlight the the error.

Scooby, and your second post of the day is about me...not really much point you coming here if you've got nothing to add about the company...very strange behaviour indeed.

So scooby, £800M+ lft announced yesterday on bidstat, many just different chinese tests from the other chinese tests, someone falsely announces an update to the FDA process, and your first post of the day is to talk about me... and you think MY posts are strange ?

"Can't argue the message, undermine the messenger" seems to be a repeating theme on here.

yeah, thats twitter for you, disseminating false news that many won't both to double check. Mind you, does someone who follows the who database daily really not know its nothing to do with the FDA, or are they trying to deliberately misled.

My understanding is that it was the covid +ve samples that are frozen by PD, nothing to do with the buffer.

"Phase 3 will be carried out against a larger sample set, namely 1,000 true negatives and 200 true positives, which will be sourced by Oxford University Hospitals. The negatives will be fresh samples, transported within 48 hours, the positives will be frozen. This follows recent work at PHE Porton Down to support the development of this protocol which found there to be no discernible difference in performance when using frozen samples."

https://www.gov.uk/government/publications/assessment-and-procurement-of-coronavirus-covid-19-tests/protocol-for-evaluation-of-rapid-diagnostic-assays-for-specific-sars-cov-2-antigens-lateral-flow-devices

indeed Mr rhodes only scrapped in. There is a thing in financial circles that non-exec directors should not be in situ for many many years, he has been one since 2013.

that's a decent point.

Assume regulator, Tricky, bigjock, merchantbanker etc were all there, would explain why they are no shows on here today.