2/ There is now an unbelievable number of different products on the market in Germany, with the most popular being fairly local names, Roche and Siemens.
Both of these tests are being employed in school and kindergartens. Both employ nasal swab.
Schools testing twice weekly.
3/ Kindergartens are giving parents two tests per week and encouraging their use.
The Roche test is essentially the SD Biosensor test the Siemens is Healgen. Both of which went through Porton Down but apparently weren't contracted.
1/13
What I liked most about the @BushveldMin_Ltd update today, was that it was focused on an isolated but important project for #BMN. Thus allowing it to breathe a tad more and not get lost in the lengthy and often detailed updates, that are the norm.
2/13
I would like to see the company continue with this pattern moving forward.
As to the update, very solid but it will now be all about how long NERSA need to sign off on the license application. Being 1MW, its certainly falls within their powers to act quickly but what that..
3/13
...means exactly, will act as a template for future BMN projects at their facilities and indeed across S.A.
Great to see Enerox staking a claim in this particular area of the business too. They were always going to be the focus due to the increased ownership and control...
1/5 UK retail investors continue to fixate on UK Gov contracts for #AVCT tests, as the cornerstone of their success.
A CE Mark means Europe wide sales for professional use, are at their disposal. That means all European businesses/governments.
2/5 Given these are a relatively new and cheaper form of testing, whose demand will fall short of their supply, then why do UK retail investors feel they must win UK contracts to sell.
Furthermore, given the highlighted demand and ease with which the European market can be...
3/5 ...accessed, plus the fact that other tests keep coming to the fore and supposedly stealing potential AVCT contracts, the question continues to remain, why has AVCT, as late as 30t Sept, still only focused on the UK?
1/3 At the current £265m MC, #AVCT needs to sell min. what? c. 25-30m (e.g) tests in the first year.
Will a vaccine prevent them from achieving that? No.
Will they likely sell far more than that? In my opinion, yes.
By 2022, AVCT/partners will highly likely be bringing new..
2/3 ...non Covid tests to the market, to replace any potential lost revenue from Covid tests.
They will also have advanced their LG Chem, Moderna and Daewong partnerships, as well as having AVA6000 results, which in turn will advance other drugs in their PreCISION stable.
3/3 The more their Covid tests contribute to this, the more the other areas of the business can flourish.
Its all about time and patience, which I am happy to contribute.
Yes the drop's an opportunity for those that got out and want to get back in, but that's not my style.