Member Info for unvrkw

To note the USA is now into the second wave, one month since lockdown on the 8th may started to be released the number as example in Florida, Texas, California are really increasing, huge numbers

So it’s started, second wave, USA, it won’t stop unless they have great test and trace or shutdown which we know isn’t coming.

It’s about a month between opening up and a change potentially in cases. That’s the danger we continue to open up as nothing seems to be happening and then boom it comes, saying that our test and trace is far better than USA

Bring promoted by lord Bethnell, interesting where this goes and companies involved. I see the Oxford test guy is involved.

Will the uk diagnostic industry get a fundamental lift as well as corona connected gains.

Likely hood is second wave will come but no guarantee, will take weeks before any sign in fact even longer, so don’t expect a sudden increase in numbers in the next few weeks. The impatience of investors for news will be no different than their need to see this virus do what it’s going to do against their time frames

It will be what it will be. Risk is no POC test, reward is POC test. Next few weeks we will probably know, take your position and stake, simple

If a POC is developed it will sell if not it won’t and a second wave will increase volume and therefore value

On top of corona there is cd4 plus their other streams which are expected to create £40 million revenue in three years, meeting today’s sp easily.

Hi cash generating, high margin, growing sectors,

Corona is the investment bonus in the worst possible way except for the sp. I’m holding as I believe it will be developed, validated and past even with a level of error no different to every other test being used and on the market

I bought a few more, hold for a while as good a share as any

I’m holding, want to know more but seems we are seeing some buys based on potential going forward and maybe prior to results?

Often the way leading up to, gla

does this now mean above £2 technically something happens? i dont understand technicals on share, invested for the divi but i expect and see this going a lot higher due to the fundamental value and ironically whilst a raw material miner low oil prices help and with solid customers this helpls. happy to be in here

If you go off the mail article these tests are all up in the air, be interesting what they are actually doing, we need an update to understand Elisa test with mologic and specifically where it is

The evidence suggests a validated phe, design freeze is pretty hard to achieve. It highlights lab tests aren’t great either so positively you could say everything to play for.

Design freeze would reasonable see 12 millions tests annually so 50 million revenue so 150 mcap and £1 a share.

A design freeze and a second wave I’m afraid to say will change the sp hugely, £1.5 to £2 I think is a more realistic number when and if announced,

It was highlighted that the VE celebration causes some spikes so I guess the protests are in another scale both here and globally.

It will still come down mainly to how vulnerable and older people interact with the younger of today who mainly protested. No doubt it will directly impact many however we know the virus kills far many more in certain categories so the wonder is when everyone left tonight have they isolated as per the standard or visited and gone to see their mum and dad? The virus has to be managed based against many different human behaviours, hence social distancing, track and trace, extra nhs beds etc. Certainly going to be a challenge and we are far behind other countries so the next four or five months could be dramatic or a flat squib. Gla

The Odx POC test has nothing to do with mologic nor in this article.

Odx have supplied mologic with their Elisa test ability which has been submitted to public health England. It quotes Elisa tests are being used in the article but these might be others? Either way the POC work continues and the Elisa is still trying to be validated.

Really long and interesting article;

Is the Elisa test anything to do with Odx? And then the mologic claim around £1 million to do with their POC test which we know isn’t good enough? Big and long article, just shows how hard it is to achieve

Of the tests currently in use in the UK, the Eurominium EuroImmun IGg ELISA test has been found by one study to be just 67 per cent sensitive, the Roche test's accuracy ranged between 75 and 93.3 per cent and Abbott's test averaged 93-94 per cent.

Laboratory tests, often carried out on a machine called an ELISA, are generally most accurate tests available.

They work by blood samples being collected from a patient by a qualified medical professional and then being sent to the lab.

Of the tests currently in use in the UK, the Eurominium EuroImmun IGg ELISA test has been found by one study to be just 67 per cent sensitive, the Roche test's accuracy ranged between 75 and 93.3 per cent and Abbott's test averaged 93-94 per cent.

Interesting there all being lifted in England at the same time in yet it was always acknowledged that north was further behind the south?

So now we have the south good but reports north is going over an R of 1 in yet everything the same?

Hence local track and trace is essential. Global lockdowns are finishing as if everything started on the same day even though infections and deaths in some places are rising?

This will lead to managing virus through testing, tracing, herd immunity and economy rolling on with highest risk to vulnerable. Interesting how this plays out

A very positive antibody article that supports the consortium and Odx efforts. I’m sure once created and validated the market will be there in many countries that are also still seeing increases, Brazil and the USA as very large examples. Russia, India, more to follow potentially this autumn and winter as we all huddle inside. I wonder if the change in U.K. weather will have any impact, social distancing has been more successful due to sunny weather, now that it’s gone mmmmm?

Prior this the CEO didn't wish to raise anymore as those times he said we're now behind them and shareholder shares had been very understanding during the business changes.

They have the equipment, site and capability of manufacturing without a placing as they has already been making poc tests, they also had an overdraft and some cash. I feel the orders are pre bought then they will get loans if needed to make what they need, a placing is possible but I think it would have happened by now.

We are usually getting a trading update end of June but probably moved.

Well good luck. I see lanii was taking some pretty big blocks into the factory on the 22nd may, couple of big lorry loads which is good to see

It might go over the summer, it might then return in the autumn. As each part of everyone's lockdowns reduce then the risk of spreading goes up.

The testing has to continue as you don't know it's spreading quickly and out there to start due to the incubation period, infection period And then being ill. We had it going for months in the uk before it actually got going and this can happen again.

So testing well into next year even best case a vaccine by Christmas, there is then everywhere else in the world. Easy testing is a £10 poc which also makes the decision of gathering accurate data even easier. So they do 400,000 tests a month, make £6 a test for 12 months, £30 million which is extremely conservative as they'll make more.

This rolls out as much as possible to other countries and it goes for as long as it can. Whatever happens even if it did go in the summer, testing certainly won't. Diagnostics has a far better future.

Reads like a boris statement that or is it Trump. That's right the virus doesn't like heat nor bleach, is there something we can do with that?

Things is if it did go in the summer are you willing to take that risk, down tools? Even I feel a vaccine is in place by Jan 21 they'll still sell the 50 million tests beforehand. Simple come down to selling as many as they can for the time period they are needed whether in U.K or not. It could be a six month win or 3 year win? We know it's more than they certainly had planned from Jan originally and will set the business up for many years. May give back to shareholers, may set a new standard and support for diagnostic businesses full stop. We shall see! Gla

Sorry 19.8

So there was 6.6 cent for H1 2019, another 6.6 cent for H2 in 2029. And now and has been another 6.6 cent over last two months also for 2019. 20.4 cent for the year I think

Close of business on the 5th June, payable 2nd July

Someone bought just over a million shares and £11k worth the other day which for fox is pretty good going. Esh are you making a move??