Member Info for unvrkw

Moved to another higher growth holding but kept 60k ish in here, divi day tomorrow, ones in my isa I’ll reinvest as intend to claim tax back, ones in sipp I’ll spend somewhere else. I expect the 6.6c every quarter from now on, no reason why it won’t be this at least so good news.

There is more positive news about in regards scientific support for odx tests than ever before but not unlike many other shares after the hyp and trades everyone has disappeared. Often when shares sit for longer than people want, the daily, weekly hype has gone the ban wagon of traders well and truly move on leaving a share to settle and await news.

Ironically of course now any move upwards and short but to themselves long term holders will sell. Ie people wanting two quid will settle for 70 p, people wanting £1 will settle for 70 p and the whole value understanding gets lost as impatience and emotions get thrown in the pot.

As I see it they’ll sell all their testing capability soon, worse case for a year and Covid gets mAnaged better but I can’t actually see a better alternative to poc tests at this stage.
Diagnostic businesses get re valued due to their now seen essential use, odx has new kit, working on other tests alongside and their Mcap is easily achieved.
Growth in sp has already happened, more cash, more expansion, divi or bought out. The options are positive, several and I’m not chasing every % from every stock. It’s obviously consolidating around this mark, news looks to be positive and growth going forward, edging up over next year wouldn’t be an issue. I’ve been in the stock 5 years ish, in and out, made more money, consolidated easily my position more than chasing for the medium to long term future.

News isn’t based on agm, news is based on when available anytime gla

Some impatience??? Under statement, 98% of traders of this stock on day three of investing after the first rns expected tests, sales etc within a fortnight. Covid was gone, not coming back, other stocks way ahead, non stop expectations that surely everything can be done better and quicker. I’m holding

When someone gets Covid they also get a level of immunity for a period so isn’t it quite obvious now that after 8, 9 or 10 months after some have had Covid their immunity has reduced abc they can become reinfected? No different to flu

Out in the FT.

By Xmas odx will be at full capacity making tests of some sort, go back look at Market cap for that and answer. For how long? Well a few years at least as poc become the easy choice test , gla

Odx are in antigen and antibody tests both poc by November when needed, this is key I believe

The only way to return to a pretty normal economy and life is instrument free, poc, easy, cheap lateral flow tests

With the economy tanking, unemployment skyrocketing, schools slamming their doors and the Big Ten and PAC-12 conferences canceling fall football, America is a country looking for an answer to COVID-19 yesterday. And one might be available—if you can handle instant coffee rather than espresso.
The coffee analogy is one used by Michael Mina, assistant professor of epidemiology at the Harvard T. H. Chan School of Public Health, and it’s meant to describe the functional difference between two approaches to rapid testing for the virus. In this case, easy and cheap—instant coffee, that is—may very well be better.
“This is the most important potential tool that could exist today,” Mina said in a recent interview. “We pretty much have a different way…to stop community transmission in the absence of a vaccine—and it is sitting right in front of us.”

Daily or near-daily testing could be the key to opening our society, and that comes down to making the tests widely available and affordable. If you had the option to test yourself in the morning by spitting into a tube (or swabbing your nose) and waiting 15 minutes for the results, and if it cost you no more than a couple of dollars, wouldn’t you jump at that chance?

Isn't the aim million a year? Can't remember exact number, like many poc there not huge expensive but good margins and what I like and it shows is how good odx are getting at creating highly advanced, low cost, effective poc test for people.

Testing in the future very much poc, odx portfolio is looking great and approved more and more every day

There asking for better and more regulation on test sold direct to the public than there is at the moment, this is positive and welcomed news. Only signed off tests should be sold they say and not self cert. makes sense and as tests work towards self administered poc at home this will be required more and more including with antigen as we move away from lab based. Good news, reasonable to expect

The John bell comments might be talking of others but we know Mologic are on with it and pretty good. Timings will be what they are and hopefully we are involved

Well I run most days past a big test centre in England. For months after the first wave was controlled and in-fact little testing was being done in this manner Anyway the cars entering, people being tested has been single digit, sometimes no one.

Today there was a queue through the day, tonight busy, cars coming in, busiest i have ever seen it. Significant difference to normal so if this is a calibration, method of measure testing from symptoms then it’s changed

AVCT signed a research agreement with Liverpool uni also, same as Mologic maybe ten days ago max? It’s In an rns they sent out

We know this is the aim an antigen test too.

Mologic have been working upon Antigen tests for sometime with the Liverpool School of Tropical Medicine (LSTM) and St George’s, University of London. The Elisa first then the poc tests afterwards.

They have been working on these for sometime now, first to look at saliva which as highlighted by Colin being the same as previous hiv tests that have been already created.

Elisa test completed end of august, poc two months later but this may have changed and quoted as on the investor presentation being £5 with 50% margin

Mologic have been forefront of antigen poc I believe, way ahead of others and the concept now of poc antigen, antibody tests being used all times, all places seems to be dropping, it’s the best most cost effective solution we know that.

In six weeks they’ll be making antibody poc, design freeze antigen poc and sold out all capacity, I’m that confident

Can the digital side of the business grow significantly also and change the overall business growth from the past? Similar to other industries

The positive moves may get energy this afternoon from across the pond?

You sig the deal to help then generate the orders. Can't have one without the other. Investors will like the deals but really only when they now show actual sales, actual money in the bank and as always in this situation the path to profitability. Investors want more convincing of the sales to profit now, a re rate for me is different, that's when new investors come in who now fundamentally believe the future is different, brighter, more valuable and they are willing to get involved. Be interesting whether this happens, the value will come from being able to demonstrate the applications of the product in more ways then we first realise?

Always a hard one that. Depends on the % you are currently down in the share, what you think it will go to and whether you are happy to realise the loss? With these types of shares the risks are far higher, sp moves far quicker.

What do you expect odx to go up by, easily absorbed by the % you will loose on the other share and if so are you willing to sell out? I don't tend to realise the loss unless I see that it's a completely lame duck and I have messed up, indeed maybe had some of these thoughts previously about odx a couple of years ago, left the stock, moved on and everything has now changed. Looks like we are getting closer to news next couple of weeks.

Phe are still there just includes track and trace, all testing, bio centre and new name, but of a shuffle, cash for ceo. They still have to approve, good update on inspection makes sense

Just shows how strongly this approval is taken and it's illegal to sell without!

Having approval of a poc antigen and antibody poc test will set odx up for years. If approved which isn't easy especially as some think in record time is a hell of an achievement and I think today's announcement was everything odx in showing that next test step is mass, communicate testing, it will be non stop, everywhere in order to identify virus but as importantly to identify who hasn't got the virus to keep the wheels of normal life and the economy going.

Mass testing done quickly and cheaply leads to quicker decisions, less quarantine, less disturbance of life and events which bring everything as close to normal for a fraction of potentially other economic losses.

Achieving poc antibody in a few months. Fully approved will be massive, announcements soon, uk get what they want, capacity then sold world wide to biggest and longest contract groups. Biggest chance, upgrade in odx history, a compliment upon what they already do, showing their capabilities, future experience needed in the diagnostic world as we entered a period of being far more prepared and invested in pharmaceutical businesses of this type. Uber confident for next few weeks, approval of tests is key. Poc test to get used by public and PHE approval too. Gla