#ncyt #alnov #novacyt

A little mixed thread.

Our R&D, the bioinformatic reports, SNPsig, PROmate, Versalab, DHSC, takeovers, the RNSs, wierd stuff, whats next, some risks, etc

1/20
Waiting for AF LFT.
1m tests/week to start.
Shouldnt be long to wait, as theyre already looking for tenders for it. (See UN notice of interest)

For home use and professionnals. Very important. It opens many markets !

2/n
PROmate 2g will make a difference too for international sales !

Next gen'AB LFT coming in a few months.

They deliver on schedule.

Only one test scheduled for now in Q3... What will they surprise us with next ?

4/n
SNPsig is the largest portfolio of his kind.

They're on the NHS framework for VoC, with only 3 others.
UK is looking for the variant that appeared in india. For now, i think it's the only one.
Surely used by NHS, UKgov for surge testing.

Avaiable around the World to !

5/n
The bioinformatic team must bée getting bigger.
1.2m sequences verified.

1.1m between 11/20 and 05/21 !!!

Not many co's are doing such a work.
They're working with academics worldwide.

6/n
So, for R&D, there arent much bad things to Say, everyone should agree with that.

Innovation and R&D are just top class.

And that's not the problem.

7/n
How big is versalab now ? How many partners are using it ?
We know some, but not the scale of it.

It's a great service, even more with PROmate, rapidity, but good standard tests At the same Time.

It should be very welcome for many types of needs. Airports, workplaces etcetc
8/n
Theyre able to do great RNS. But most of them are for R&D.
Many of us find there arent enough details about sales, partnerships etc.
Well.. kinda agree with this !

Pessimistic side of rns are just aweful. Why dont be more positive ?
Its just like theyre digging themselves...
9/n
Many things to Say about theyre words in RNS...

One thing also, LFT could create significant revenues.
That for once was nice...

Bref, we all know how good theyre at writing rns...
10/n
What is astonishing, is that the Bad rns Always occur At critic times for the chart.
If it was done in purpose, it couldnt be better !

Why ? Coïncidence ? Well... 🤷
But At least two Times now...

11/n
Even if we have this dispute with the DHSC, wich could have an impact on Q4 20 and Q1 21, im confident that they will win.

Mullis said theyre confident on that matter. Well, i believe him.
There was no other choice but to rns it. It's something significant.

12/n
But as i said more than once, and others too, maybe @NovacytGroup should think again whats a material news.
They've sold for more than 40m€ in Q1 (outside of DHSC), but they didnt find anithing significant to tell us ?

They should think about that...

13/n
It would help create some confidence again - if it's still possible...

Because theyre only bringing us down for now...
Could it be done on purpose? 🤷

There were many pis on ncyt, today, not so much anymore imo !

GM Can get more LT holders (ii) and they are happy because
14/n
They Can get in cheap...

Because even if we go down, there is Always someone to buy the shares, no ?

I realy hope its not done on purpose, but dont forget there councelors on rns matters are the brokers... Maybe they dont give a sH*t ? That would not surprise me.

15/n
Now, about takeovers and other co's.

I link 4 articles about 4 takeovers that happened lately.
Watch their revenues, watch their takeover prices, and make your opinion of the Real value of novacyt.

Very much clear for me !

16/n
Well.... You've looked ?

So, isnt the novacyt mcap just a joke Were it stands now ?

So whats coming next ? Could we go further down ? Yes...
Could we go up again soon ? Yes...

Bad news should be out there now.
And there are plenty of good news to Come now !

18/n
One last thing...

All the New jobs.

And one last thing...

All the other things i forgot to mention 😅

19/n
No advice to buy,hold or sell.

Make your own thoughts, decisions, choices.

The facts are out there.

20/20

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More from @Larry64450205

8 Feb
#ncyt #alnov #novacyt

SP Angel published a New note on #ncyt

You Can Access the full document here :
novacyt.com/wp-content/upl…

The target Price is 1433p, but there are many interesting things in this document.

Thread ⤵️
1/15 Image
First, the FY2020 results are better than in the last forecast.

Actual vs previous forecast
Revenue 311m vs 287m
Cash 101m vs 79m

The cash accumulated will allow them to develop themselves into a "high margin clinical diagnostics" sector.

2/n Image
Revenues and forecast.

Things are really important here.
We Can see the revenues decrease until 2023 on this forecast.

But look at the cash accumulation. This will not sit in the bank and wait !

So, when they use this cash for aquisitions for ex.,

3/n Image
Read 15 tweets
31 Jan
#ncyt #alnov

#novacyt has a great capacity in identifying the needs of the market.

Many tests developped this year respond to precise needs

And there are many more to Come this year

- History
- promate & its future
- rt-lamp
- LFT
- sequencing and variants

Thread 1/17 ⤵️
Little History.

- covid-HT was specificly developped for the AZN lighthouse lab in Cambridge

- Winterplex was one of the first of his kind, developped to answer the needs of NHS

2/n
- exsig direct direct to symplify the workflow of the PCR

- mink strain test : theyre the first ones, again, for this test, who could have had a sognificant importance if this strain had spread

3/n
Read 17 tweets
15 Dec 20
#ncyt #alnov

@BioGradLabs are using #novacyt's covid pcr test.

➡️Clinics in 6 cities.

➡️Large scale screening services (schools,work places,sport events,...)

➡️Processing up to 15k tests per day (lft+pcr+antibody)

➡️"most sensitive test for pre flight covid screening"

👇👇 ImageImageImage
#ncyt #alnov #novacyt

In the pictures, see @BioGradLabs testing kits being prepared to be sent to partner schools.

Here, an article about @BioGradLabs, and the expected increase of covid tests After the New 5 days quarantine rules :
business-live.co.uk/economic-devel… ImageImage
Read 5 tweets
16 Nov 20
#ncyt #alnov #novacyt

Thread:

Summary and vision of the rns "Advances in Research & Development"

- NPT
- Promate
- rt-lamp
- antigen test
- Danish strain test
- it-is production
- conclusion

1/8
Npt:

More than convincing results on a large sample:

- S&S greater than 99%
- Quick results
- mid-nose sample

We can calmly assume:

➡️ a contract with nursing homes will arrive
➡️That the contract with the NHS will enter phase 2

2/8
Promate and NPT:

New reagents:

- simplified use
- less reagents needed and lyophilized
- reduction of the duration of a test
- viral inactivation: less protection needed

➡️ Facilitate the use of Qs in small hospitals and nursing homes
➡️ New Contracts

3/8
Read 8 tweets
16 Nov 20
#ncyt #alnov #novacyt

Fil :

Récapitulatif et vision de la rns "Avancées en Recherche & Développement"

- NPT
- Promate
- rt-lamp
- test antigénique
- test souche danoise
- production it-is
- conclusion

1/8
Npt :

Résultats plus que probants sur un large echantillon :

- S&S supérieurs à 99%
- Résultats rapides
- prélèvement mi-nez

On peut sereinement supposer :

➡️qu'un contrat avec les maisons de soins va arriver
➡️Que le contrat avec le NHS va entrer en phase 2

2/8
Promate et NPT :

Nouveau réactifs :

- utilisation simplifiée
- moins de réactifs nécessaires et lyophilisés
- réduction de la durée d'un test
- inactivation virale : moins de protections nécessaires

➡️ Faciliter l'utilisation des Qs dans les petits hôpitaux et ehpads

3/8
Read 8 tweets
16 Nov 20
#ncyt #alnov #novacyt

A tous ceux qui croient que les tests sont finis, que ncyt retourne a la cave, que cette entreprise ne vaut rien, que le covid, c'est le passé, que les vaccins arrivent

Réveillez vous

Les vaccins ne sont pas prêts
Les tests dureront
Ncyt innove sans cesse
#novacyt #alnov #ncyt

Fil : vaccins et tests, la fin des valeurs covid ?

Certains essaient de faire croire que le covid est derrière nous, que les vaccins sont prêts et que demain tout rentre dans l'ordre.

1/10
Les études en cours sont plus que précoces, sur de petirséchantillons, avec de nouvelles technologies jamais testées, et sans recul !

Bien évidemment, si un vaccin sûr venait à anéantir cette pandémie, j'en serait plus qu'heureux. Mais ce n'est pas encore le cas, et de loin
2/10
Read 11 tweets

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