Tay Profile picture
16 Nov, 19 tweets, 7 min read
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.
To take the lab to the wards - and not just for covid - these units will be used for all kinds of tests, then proper data that stands up to the highest level of scrutiny needs to be done.

That's what they're doing now

Seeing if Novacyt can implement radical change to healthcare
As this expanded trial now goes ahead - we're not just talking about the Phase II 700 units.

We're talking about a nationwide rollout in all settings.

There's a reason why they've just increased production 'five-fold'.

This is massive. Beyond anything we can imagine.
And the reason Novacyt is in this deep, is because of their R&D. It's mind-blowing.

They're doing everything and always on step ahead. PROmate just got validated by the NHS to use outside of labs, to make lab quality testing super-easy anywhere.
And look how they're already on top of the new strain. They are always at the cutting edge. What they've done for the NHS in a single year is staggering. What they'll do over the next few will be something greater.
This is not a good up-and-coming diagnostics business.

This is truly best in class innovation and mid-cap is in the bag. It's just a matter of time.

They have products lined up now that outdo Qiagen and co.

This is the one.
LAMP, covid-LFT coming too. They have the whole game wrapped up, while also embedding themselves into the testing framework in the NHS and globally.

They'll be massive, and well-deserved.

No-one expected half of this. All the rumours and speculation was not just true..
But wilder than we imagined.

Find any company that has that - where the actual development and products are so good they outdo the more positive speculators?

Maybe Apple, Tesla, Google. These top end teams that dream big and innovate.
That's the level of shock and awe Novacyt deliver in the diagnostics space.

Next they will keeping doing in the transplant space.

Never mind the share price today - we had a massive market crash on Monday, and so a lot of opportunistic traders with big accounts took advantage.
Even guys like myself did, buying some more cheaply.

Those traders will have made a good profit and they'll sell into the news and move on.

Once then churn is done, Novacyt is off again on the way to mid cap.

Nothing can stop this now.
And they've got a ton of news still coming.

Wait and see the contracts on the back of all this work.

There's a reason why the NHS and Novacyt are working so closely on all of this innovation and change. It's because @PrimerdesignLtd & @MicrogenBioProd....
Can do what no-one else can in the UK.

Change, innovate, save lives through rapidly developed genuinely gold standard diagnostics, properly validated to serve NHS's unmet needs, ultimately saving them and the economy countless billions.
And for that Novacyt will get what they deserve £.

And soon.

Today was an RNS for the long-term holders.

They didn't need to do this.
They didn't need to buy in last week.

Snape, Mullis, Crinelli, Mcarthy..

They bought in to draw a line, and say this is it -we've done it, and we're letting you know we've done it.
The future of diagnostics has Novacyt's brand all over it.

See past the current volatility as the market takes time to get used to vaccines and diagnostics existing alongside each other in the same way all other markets have multiple solutions existing alongside each other.
So don't be disappointed at today's price action, that's just churn from the market crash.

Even the greatest stocks in the world take big hits with market overreactions. But the good stuff, the brilliant companies - they just keep growing and growing and at one point they fly.
Truly jaw-dropping work @PrimerdesignLtd & @MicrogenBioProd

Out-did yourselves and even the most imaginative shareholders in what you could do in a short space of time.

Cannot wait to see what 2021 brings 👑🔥

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More from @TaylorQuant

14 Nov
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?
Read 8 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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