Member Info for Yorkshirepragma

Here tis..
https://ourworldindata.org/grapher/daily-tests-per-thousand-people-smoothed-7-day?tab=chart&time=earliest..latest

All the ducks are in a row, just need the go ahead. Owt for nowt...

Radio 4 .. Jeremy Hunt interview...awaited tech.

Potential long term capable company, with one of the few products that can help the world out of this crisis. Earnings ? Market Cap ?! I

Well...it couldn’t be clearer !

Timing of RNS on on progress/ completion LFT.
Bell interview likely conducted Wed/Thur .last week , hence “few weeks” news line not too far off..
GLA

John Bell interview,
VIP last part refers to LFTs being key, and will know in a ‘few weeks’. Antibody tests off the radar.
Article online @1200.
Cheers

https://www.telegraph.co.uk/technology/2020/09/12/oxfords-sir-john-bell-not-going-beat-second-wave/

GLA

Additional calc.
Current 3 sites ( @ say 5 no lines per site )- 1.2 m units per day... relatively doable.

RK , Exactly ...Production will now be the issue. Each LFT assembly machine can run at ca80k units per day. Several lines will be needed in each manufacturer to keep up.
GLA

Forward earnings Avacta on successful completion? Ratio anyone?

https://www.statista.com/statistics/1028311/price-earnings-in-the-health-and-pharmaceuticals-sector-in-europe/

With x 2 production partners signed up t, and more being added no doubt , then good volume should be attainable.
Good forward planning by team.

Good to see market awakening to potential . X million units month . MCap 5-10 rev? Min?
GLA

Poor ITV 10 o’clock info on this too. Obviously referring to Avacta, but ridiculously negative on non difficulties ,ie availability of reagents, complexity of info exchange...what nonsense.
It’s JDI. Where do they get these reporters from?

Indeed. And to add from past relevant experience, Stateside ‘correctness’ is 110% ,due to potential litigation downstream.
Patience is a virtue ...
GLA

@ 10-20m tests per month thence $100m Rev month

Prediction rising 10-20m month -Avacta output @ year end 20
GLA

Reported test numbers run at ca.100m / month . Add 100- 50% uptick for new commercial clearance use .
A
@ 20% mareket penetration then up to 40m units month.

And.some.....https://ourworldindata.org/grapher/full-list-total-tests-for-covid-19

Agreed .BAMs have great potential as Mass Spec the labs workhorse.

LFT growth must be huge though. If AS can achieve anywhere near the likely test volume sought, company revenue for next few years would suggest se
Significant Bn level M,Cap achievable.
GLA

Tests “we have verified”...on the blocks then!