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Big response coming up!!

Talking about testing....

MH now supports MASS TESTING as a policy and will introduce regular weekly testing of all front line staff.

Has just been asked when he will roll out Rapid POC LFT Antigen tests using Saliva...………...

Turning BLUE!

As we are working via CONDOR on what is a very high profile project it would make sense for the AVCT market update to coincide with UK Gov news brief.

We know from comments made by both Matt Hancok and Proff Bell TWO WEEKS AGO, that the UK Gov had seen sufficient data already to believe that pregnancy style LFT with high S&S could be used for mass saturation testing. This initiative, according to Prof Bell, had VERY LARGE government support.

Just like Trump last night (see his latest twitter post) he is ramping the fact the USA have secured 150M rapid POC tests for use at care homes and high risk locations. I fully expect Boris/Hancok to be ramping the same headline news this week.

Come on! Drop the big one Al

Doesn't take a genius to work out that Saturn pass relates to bbi.

Interestly, the fda also referenced something very similar.............

Mass screening does not need to address 100% of the positive cv cases. It will do enough to significantly reduce the spread. There is a chance that it could eliminate the virus

1st of September.

For both BAMS and the LFD.

I hope you can all sleep tonight

I'd say this is the most exciting news yet.

Interesting indeed.

Pre optimisation, Sir Al let us know he was targeting a best in class, high performance LFD.
Post optimisation, Sir Al advised that he was Extremely happy with the performance and expected VERY high demand based on said performance.

For sure he would have explaining to do if the clinical S&S disappointed. I have no doubt we will have a block buster RNS very shortly and UK gov orders totalling 100s millions.

Yes, I would certainly seek an explanation if the final result was to disappoint. Id like to know why, after having full visibility of the optimised analytical performance, did the CEO tell the market that he was VERY happy with the optimised result and that he still expected VERY high demand.

Clearly, I am not going to need to ask for any explanation.

GLR,

You have hit the nail on the head with the following;

I would be preparing a stake in the market right now if I was abbott, the LFD clearly complements their current CARD system (Card for Labs, LFD for at home mass screening) plus we are competition, we could easily eat into their revenue in November/December if business choose to use a much easier to administer CV19 test kit

Also, the direct competitors of Abbott will clearly be interested in AVCT, so very likely that we will see a bidding war rather than sole bid from Abott.

Interested to know who Ruane are perhaps in discussions with. ….

Our CEO has said;

1. We are aiming for Best in Class, high performance LFT (High 90s S&S)
2. We are very happy with the lab results (suggest we have reached high 90s)
3. We expect demand to be VERY high (suggests we have reached high 90s)

It must be highly improbable that following the completion of optimisation leading to our CEO being VERY happy with the results and expecting very high demand, that the clinical validation would disappoint.

I would love to hear an alternative view point regarding assumption above.

The CEO would certainly have some explaining (legal) to do if the final results were to disappoint. I think this is highly improbable based on what has been disclosed.

So, with that being the case, I think it is highly probable that AVCT will receive immediate orders in the $ billions. The UK gov are likely to secure 100% of the UK manufacturing capacity and I believe this will be confirmed following clinical validation. Note that Prof Ball has already stated HE has seen enough already to believe the S&S will be in the high 90s.

Very very risky to remain on the side lines over the weekend IMO

Early Friday FOMO coupled with a realisation that should the LFT be best in class, we are looking at immediate orders in the billions.

Our CEO has said;

1. We are aiming for Best in Class, high performance LFT (High 90s S&S)
2. We are very happy with the lab results (suggest we have reached high 90s)
3. We expect demand to be VERY high (suggests we have reached high 90s)

The market is waking up to the fact that if the CEO delivers, we are looking at immediate orders in the billions!!! Clear evidence that this will be the case when looking at what Trump has just secured with ABT.

Fair post always winning however, IF The LFT proves to be best in class multi bagging from this level is most definitely on.

It makes me wonder whether the UK GOV have already secured all available volume with avct (on condition s&s meets lab data) Avct, under NDA, are not able to disclose until s&s is clinically validated.

No chance. 160 is very strong support. Either seller not prepared to sell below 160 or buyer pounces when it hits that level.

Apparently other Antigen tests use antibodies, which as a molecular structure is 10 x larger than an Affirmer protein

In layman terms, I believe this means you can increase the Affirmer volumes by x 10 vs Antibody, meaning the LFT using Affirmer can be much more sensitive and specific.

-Aug-20 11:09:50 165.375 331,913 Buy* 164.00 165.00 548.90k O