Tay Profile picture
14 Nov, 8 tweets, 4 min read
NOVACYT

Time's ticking.

Flu season is coming and lockdown is ending with a 20k+ per day infection rate in the UK

We support @PrimerdesignLtd over other companies because we believe in their earnest work and the quality of their innovation.

#NCYT #ALNOV #NVYTF #SNG #GDR #AVCT
As investors and traders we can easily take money and put it into a whole host of stocks which we think might 'bag or multi-bag' - just to make money - even though we don't really know or genuinely care for those companies or products.
Many of us here now have been holding because there is a genuine team at @PrimerdesignLtd & @MicrogenBioProd and they are worth following and investing in.

If your relatives were vulnerable in a care home..

Do you trust visitors tested by PrimerDesign or by something else?
It's Saturday, but the news is grim. The virus doesn't get a weekend off. It's spreading fast and killing and decisions are about to get made.

Ones that depend on diagnostics catching cases and stopping the infection reaching the most vulnerable.

Novacyt is the ethical choice.
What people who aren't fully clued in about, when discussing these different diagnostics companies, is that some like Novacyt undergo separate, months long, large scale evaluations on their products eg:
qmul.ac.uk/media/news/202…
And they also help evaluate other products, without Any commercial interest, eg. Optigene and saliva a few months ago.

Denegrating all diagnostics companies, especially claiming they have 'no data' is woefully ignorant.

There are a lot of dodgy tests now...
But PrimerDesign is the most transparent.

And they run weekly sequencing, published here on Twitter too, for all to see.

I hope those onlooking at these companies take a little time to research individually before generalising or making knee-jerk reactions.
Some companies are doing the hard work and saving lives.

Critique is always needed, but it needs to be rational and proportionate, and blanket statements do not help any side.

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More from @TaylorQuant

16 Nov
NOVACYT

Good question.

#NCYT has been installing Q16s and Q32s weekly now in the NHS, so what they've done with the care home trial is expand it now to include the NHS hospitals.

#ALNOV #NVYTF #GDR #AVCT #N4P #FEVR #GSK #HCN #ABC #QGEN #DDDD #RMS
The care home Q16/Q32 trial held up to lab testing.

Excellent.

What happens if you go all-in, and get data from supply to hospital wards too?

Well if it can hold 99%, then you can approve rapid RT-qPCR machines as permanent installations across the entire NHS and social care
We obviously want our kit in there, but what we're suggesting is an entire rewrite of the UK's microbiology network.

That involves change at all levels of the NHS - a major public policy change too.

Nothing has been done on this scale in diagnostics in our generation.
Read 19 tweets
7 Oct
NOVACYT

Professor Jo Martin in the picture below is hard at work finishing off the report and recommendations for NPT Care Home testing in the UK.

She is one of the UK Gov's advisors at the DHSC and Head of Pathology.

Here she is with #NCYT Q16.

#ALNOV #ODX #GDR #AVCT #SNG Image
The Novacyt Q16 she's holding in her palm is small yet it can perform 14 Gold Standard tests in an hour (average throughput of around 4mins per test).

However the CEO said last week they have a NEW innovation for it. They're going speed it up and simplify it even more.
This was one of the CEO's typically understated additions - where he has a habit of sneaking in massive bombshells without the market noticing.

This new update coming for the Q16's & Q32's turns these amazing devices..
Read 9 tweets
6 Oct
Still waiting on Michelle here to link to Viasure's alleged assessments.

Any time soon Michelle?

Are they as bad as your regular junk Covid test:

ncbi.nlm.nih.gov/pmc/articles/P…

There's a reason why DHSC chose #NCYT and not Viasure, though it has clearly left some sales reps bitter.
Also sent Tweet over to @JolyonMaugham as he's been very active on chasing up dodgy test firms who're selling UK Gov test kits with no independent assessments.

@BBCNews @Independent Check Viasure and pro-lab.co.uk out. Seem to be pushing 2nd rate tests to NHS
@JolyonMaugham @BBCNews @Independent @guardian

Please see study on Viasure's covid test in pic. It is shockingly bad. But they're still trying to sell it to NHS and even trying to push out a multiplex now too. They won't show ANY assessment of it. Just say it's 'CE marked'
Read 4 tweets
5 Oct
NOVACYT

Market cap, as pointed out by a hedge fund last night, is

"Currently lower than expected cash in bank come June 2021"

Find ANY other company on the stock market in that situation and post here. #NCYT is a once in a generation stock.

#ALNOV #ODX #AVCT #GDR #SNG #N4P
If investors don't understand what that means, it means that Novacyt will eventually re-rate come 2021, and it will have a market capitalisation of 1 to 2 billion and keep growing.

To miss something so obvious, you will never have any credibility
Take a look at diagnostics companies, their revenues, and their market caps:

pharmashots.com/16995/top-20-d…
Read 4 tweets

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