Member Info for Yorkshirepragma

Moonshot then....sorry

https://www.theguardian.com/world/2021/jan/20/planned-daily-covid-testing-in-english-schools-put-on-pause
GLA

Successful outcome on these fronts will hopefully lead to what my city pal calls ‘re referencing’. From kick off ,NYCT x100....Avacta x7 .
GLA

‘Track and trace centres likely to be used to assure workers / public ‘
As vaccine is not 100% effective transmission will still occur.

LFTs VIP part to play..

From market res,report pasted.
@40% of $80bn for LFT and similar..then $30 bn ish.
@5% market take, =$1.5bn .
@ 30% margin = $0.5bn /Ann
Say 6-10 multiple ,M Cap?

Posted by urban sea yest. Best recent post to give perspective.....shortly
https://www.grandviewresearch.com/industry-analysis/covid-19-diagnostics-market
@ 5% of the likely market...now then..
GLA

And just to add that in a ‘gov. collaborative’ its ‘radio silence as we go’ ....or you’re persona non grata.
Just wait on...
GLA

The cooperation between companies is referred to in David Wilson presentation.
There is a ‘different ‘ ball game going on here..
https://www.youtube.com/watch?v=o2iqDj_XYgw&feature=youtu.be

GLA

https://www.prweb.com/releases/innova_medical_group_acquires_calif_based_mps_medical_inc_significantly_expanding_covid_19_rapid_test_manufacturing_capacity_in_the_us/prweb17638988.htm

https://voxeu.org/article/universal-testing-overlooked-covid-19-policy-response

Links provide a range of academic articles. Many to debunk Prof Meeks.
Always two sides to a coin....
GLA

Only validation appears Chinese/ Korean?

RK. Thanks for highlighting this. I listened to DWs pres. in Oct, and top pointer was the ‘efficiency’ of the collaboration he refers to as key. Collaboration with mix of Gov. Scientific Civil Service and Business inputs has clearly created an ‘ interesting’ mix. Knowing AS man sure he will bring this to a sound conclusion shortly. Taking the timeline that led recently to Surescreens approval, then as the start point was similar,we can’t be far off.
GLA

Good observation, and perhaps a clue...

If surescreen have managed to produce a test at this S&S level, see interview, then Avacta must surely succeed in their efforts ,and with their sig. better resources.
GLA

A Drugs & Alchohol testing co, with Health and Safety etc . Been around for years...dir3ct manufacturers ?

https://ourworldindata.org/coronavirus-testing

Australia/ Singapore testing to chase down COVID numbers ( to good effect it seems),elsewhere testing growing.
A small % of this market with a high S&S LFT will be significant. Keeping up volume will be the challenge .

GLA

https://www.sciencemediacentre.org/expert-reaction-to-paper-presenting-preliminary-data-on-accuracy-of-the-innova-lateral-flow-sars-cov-2-antigen-test-in-the-liverpool-pilot/

Searching will find good reviews. See recent for intriguing concern that ‘testing’ of all types significantly variable.
AS’ focus on quality ,high S&S reassuring, as per his ( careful ) previous positive comments on these.
Wait and see....
GLA

See Oxford English Dictionary for application of ‘near term’...not short term...imminently..

Never has there perhaps been a greater product need for a good COVID LFT, as discussed .
Affimer tech. may well hold the key, based on AS commentary on performance to date.
In my exp. a scientist of AS calibre doesn’t make comments as per last update, without optimism.
World’son the Avacta team shoulder to some extent.
Best wishes to them...
GLA

Monks hood, thanks for this highly relevant link..most supportive post of the day.