Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
Just to add more coincidence to an already over-coincidental 12+ months between Avacta and UK DHSE related timelines...16 Feb is the date of supplier signature in the contract. It is also the date Avacta disclosed their initial clinical validation results via RNS.
Happy to repost the link to the patient leaflet. It does strike me as very odd that the reading MUST be taken at 10 minutes and NOT at 15. This must be very limiting for the use of app readers and, possibly, the whole at-home use case. I can only deduce that the reason is to avoid false positives.
The patient leaflet for the new Mologic test is very explicit that the test must be teas after 10 minutes, if 15 the test should be discarded and started afresh. This doesn’t seem to be a particularly useful feature; if anything you would expect the longer wait time to enhance the visual read not nullify it. Given the control (C) line doesn’t disappear I assume this is to avoid false positives on the infection (T) line
Reading the PD protocol (again) I suspect the Avacta UK trial is being run to replicate the PD requirement for 200 frozen positive samples, but using fresh samples instead. This would certainly add more time to the process and could be linked to the “slow” comment made. The protocol also references side-by-side evaluation, which seems to have been covered in the EU CV. Even with a drop off in UK numbers we must be very close by now?
Did we ever properly put to bed the “spike protein doesn’t like to be frozen” question? Evidence seem to suggest this, hence why (perhaps) the process with PD is taking longer (switching to fresh rather than frozen samples).
https://www.nature.com/articles/s41594-020-00547-5
The posts by Doh and PL75 are spot on. Add marketing magic to the data and this will absolutely fly. I also think once more investors understand this (perhaps after the Thursday investor call puts some colour on it) we are due for the re-rate most of us anticipated today. We are rapidly entering a “status” market, in particular in the US. This article relevant to the vaccines but equally/more relevant for consumer COVID tests
https://slate-com.cdn.ampproject.org/c/s/slate.com/human-interest/2021/04/best-vaccine-choice-pfizer-joke.amp
Over the last week the individual de-ramps, individual articles (eg Motley Fool) and competitor noise (eg BRH) have not in themselves been causes for my concern. It’s the “cumulative case” strategy (which I do believe is orchestrated) that can have a powerful effect. So the combination of de-ramper noise PLUS technicals PLUS pseudo-credible articles PLUS the odd unrelated RNS here and there has provided a brilliant opportunity to sow fear into even the strongest of us. For the regular posters on here (of which I am not one) thank you for the reminders of the fundamentals in this company and its well-researched investment case.
Possibly the kind of device we will see from the Mologic+Avacta tie up https://twitter.com/michaelmina_lab/status/1369459547916668929?s=21
Interesting to note that Dominic Cummings is making an appearance in 2 weeks to take questions on government new ARIA science agency. Presume this is linked to Moonshot, timing seems to fit with the culmination of the programme and (I presume) major announcements.
https://twitter.com/bbclaurak/status/1367514460030709762?s=21
I keep looking back at that HP article. If I forgive the 5/10 minute error and the update/re-update debacle, the optimist in me says (1) We are still in the period “around” the Monday announcement (2) The discussion on school testing is live. I would expect that (at the very least) the government briefing is able to answer with confidence the accuracy of LFT tests and will need to reposition the bad press on Innova (3) This would be an opportune moment to also talk to the UK supply base, consortium and, potentially, the sovereign test. I am clutching at straws but still hoping that I can recapture the euphoria of last Friday.
Nothing new in this article, written last week, however it does remind me of the chief government architect behind it.
https://www.conservativehome.com/thetorydiary/2021/02/the-mass-testing-blitz-cummings-operation-moonshot-strategy-returns.html
There is a new Huff post article just out that talks to LFT results being used as part of the NHS app. It does seem very logical to do this....and there does seem that the bigger story is emerging around national LFT testing. https://www.huffingtonpost.co.uk/entry/nhs-app-covid-free-status-negative-results_uk_603501b4c5b66dfc10218bfc
I believe there is much more to come with public information. Remember the papers were trailing the “Ready, Test, Go” slogan last week. The launch of this would have to be backed up by a very punchy public information campaign, not just on the mechanics of administering the test but also on the “science” behind it. I think the explanation of speed, sensitivity and specificity needs to be covered as an event in itself, not washed away with the broader lockdown-unlocking message of today. So not surprised at all that today wasn’t the big reveal. Equally not surprised at how the topic of LFT performance has so far been avoided. I am sure the big reveal will come.
First post. Only thing that caught my eye on that Twitter thread was the mention of Vatic. Very slick website. Targets spike protein with saliva so curious about the technology they are using. They have no published S/S data so presume they are behind us with CV. They state “ limit of detection of between 500 and 1,500 infective viruses per mL of saliva sample (or 50,000 - 150,000 viral copies per mL)“. I presume given the statement that Avacta have the best performing spike protein antigen test statement that we are ahead of this.