Member Info for unvrkw

Someone's bought nearly 5% of the company through spreadex ltd? Not sure who they are? Is this broker and therefore Esh has got his stake higher or is this actual investor which I suspect not.

Seems a pretty good slice, I'm thinking might need to go higher and get another million or so? Gla

You have people on furlough that are being paid 80% and at home, so naturally they are all going out and enjoying the weather as they can. In USA and others they might not even have furlough so they are driving the economy hard in order to give and get people back to work.

A second wave was always very likely, more so when the USA hasn’t even finished the first wave but chosen to open up. The uk won’t be able to control the virus even on the basis of USA people who start to travel very soon.

It might take two months before hospital beds start to increase or colder, sustainable, in door weather?? The spikes and virus will be managed through an array of testing and the more practical, cheaper and direct the better for everyone

A good five min piece with Nick Robinson. We don’t understand the science yet as to immunity, that continues. “ The government were too quick to buy and use antibody tests, in fact there are some world class tests currently being developed “

So in essence, agrees tests need to be better than the ones bought, government were too quick, surveys yes for tests, as we learn more we know more which influences direction.

Lots of press also on lateral saliva based antigen tests being used and developed

I’ve got 20,000 shares in each of my two children’s ISA so there just sitting for the future

I think selling through amazon is very possible or other retail distributors. I also think government may order an amount to distribute as and when they require, remember poc tests are far cheaper than the current Roche lab tests which are being used in high numbers daily.

Design freeze leads to manufacture in July and august, then CE! Then full validation and sept sales so a little time to go as yet.

Orders will come whether uk or abroad, if validated by PHE it will make a huge impact.

Cd4 costs just over $4 to manufacturer and sell with a 70% margin. CEO noted I think $1.10 for materials which they are now going to work upon to improve margin further.

So not unreasonable to assume could sell a poc for similar price based on similar manufacturing costs or higher depending on where. The uk price suggested was £10, with what would be a huge margin and then African countries more so like cd4.

Whichever location the margins are good, the volumes are good if customers and covid are there. It's not going to be a challenge to make money the challenge was always in making the tests and then validating, CE, PHE approval to sell widely.

The food intolerance test was just over $15 with 70% margin which again was really good numbers.

With design freeze ideal we need potential orders. Standards, validation, CE mark was July, august and volume sept, 200k followed by doubling after that.

Is Finncapp the broker for Odx and AVACTA?

Finncapp has produced an update from the AVACTA news this morning???

These data show that the test strips detect the spike protein in model samples at concentrations within the clinical range found in saliva of patients with COVID-19. Work continues now to refine the test strip design, optimise its performance and get the best detection limit possible in order to generate the highest sensitivity in the final rapid test product.



Following the optimisation of the lateral flow test by Cytiva the design will then be transferred to manufacturing partners in the UK that are currently being put in place by Avacta. The Company is working with these manufacturers to compress the normal manufacturing, clinical validation and regulatory timelines in order to bring a product to market as quickly as possible.

It wasn’t in order to stop the first wave which would have overwhelmed the nhs but it is now for ever. The economy won’t be stopped again, the virus will be managed

It’s the best they had AT the time, not sure how accurate or sensitive it is but they must have decided far better than sending nothing out? We assume the RTC is still the formal group that works on behalf of the government and I believe this to. When we get design freeze ideally we need to know if it’s Public health England approved, then its sanctioned to go everywhere.

Remember all these tests cost a lot of money, all governments will switch test for example from lab to POC if far cheaper and they are.

The mologic tests are all cheaper, this was highlighted by Colin king. Today the scientific adviser said he would be delighted and surprised if we are in this current position after winter, also highlighting vaccine support might not come so soon.

So a POC antigen and antibody may have a pretty good chance of getting sold in good volumes globally.

DL doesn’t seem to interested these days

Interesting????

We are pleased to be able to offer bulk antibody manufacturing. #Antibody production with our hollow fibre based system allows us to provide our customers with the security of larger batch sizes, predictable yields, and fixed per mg pricing.

You have until the 3rd July noon to make a decision so I’m happy to wait and see how the next ten days pans out, it’s quite a reasonable position to be In for this placing.

I don’t think they wanted all the quarries open as they had stock, then needed the high volume ones when the Chinese came back

Furloughed everyone in England, focused people in the factory and then only the popular quarry means costs are low? So breakeven might be lower, this orders not banked this year but remember 2 1/2 years from now Chris promised €20 million profit, huge dividends

Oxford uni best senario for vaccine development

Greedo, I’ve been in Odx several years, as everyone know AIM is literally a total gamble, loose thousands, gain thousands.

Make no money in Odx then 300% up and started to sell so your rights it’s all about money but also how fast you want to make it in different ways? Small gains all over the place or hold and go for one big gain? Is it science, is it what we choose or pure luck? I’m waiting now next six months, sliced out my original buying amount and awaiting next steps,

It’s all about Covid ? If it continues Odx will boom and supply if it goes away it won’t. We will be ready for winter, Oxford uni are saying best case senario, October at the earliest

I’m interested in the design freeze update which I will be absolutely gob smacked if it doesn’t arrive in June based on statements from all the RTC and the Odx saying on schedule days before month end.

So they’ll announce, they’ll know the pressure on positive news for some and it may change slightly their updating approach? So design freeze plus X, Y, Z on orders and next steps will turn some heads and get the buy button fingers twitching??? Interesting week, these sp changes seem pretty slow, smooth and really demonstrating not a lot actually going on which is the case as sp is driven by info

More inclined to believe this is good news since the new structure and plant manager bought in, seems more sensible decisions are being made which combined then with volume orders ticks the business over. Back to how many orders, how big do they need to be in order to break even ?

Still no update on legal challenges with government or Chris himself

i cant agree with the comment in regards CK and the idea that he will be booted out at AGM is simply not the case or true. CK has done a great job for the company and like on nearly every occassions, PIs seem to think they have an entitlement to get as much info as often as they like which drives an SP up.

CK probably isnt the greatest comms / media person, you listen to everyones comments and it seems so easy. they are spending 400k on reducing margins with cd4 so i dont think they have as yet thousands to spend on media related activity, just not in the field as yet and i think understandably why.

look at the problems we are now highlighting, PR, news flow and marketing???? whilst i get this, 1 week ago we didnt have any insight of test, 3 months ago the tests didnt exist and i think our expectations of what is possible in this urgent, needed timeframe i think is unsustainable nor reasonable.

if covid goes on through the summer into autumn and winter then odx will have their market, have their time. i am sure they are working extrememly hard in order to satisfy everyone

Yes mologic have lab based Elisa test, cheaper, quicker and saliva based which customer can send in against hard to use pcr. Complete validation august, Odx create sept, ship Oct onwards.

Lateral flows follows two months after lab based one , can be done at home, cheaper, quicker.