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🇺🇦l'm Spartacus🐳☠️🐦 Profile picture
@allseeingFlys
Sep 1, 2021 • 11 tweets • 11 min read • Read on X
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While we await Q&A answers from & AGM agenda next week from @NovacytGroup here are some of the slides & video

Diagnostics set to boom 💥

#novacyt #ALNOV #NCYT building blocks in place for sustained growth

#Novacyt #ALNOV #NCYT

Busy with clinical trials 👩🏼‍🔬
#Novacyt #ALNOV #NCYT

Catalogue of assays ready to convert to ProMATE & q16/32 🔬 platform

Company readying to turn into a Point of Care diagnostics leader
#Novacyt #ALNOV #NCYT

With IT-IS acquisition & addition of ProMATE + new sample handling instrument they are a one stop testing shop 🔬🎯
#Novacyt #ALNOV #NCYT

PCR 🆗
Antigen LFT 🆗
Antibody LFT 🆗
LAMP 🆗
Point of Care instruments 🆗

COVID 🆗
COVID + 🤔
Post COVID 🤔 (Infectious disease, respiratory & transplant targets)
#Novacyt #ALNOV #NCYT

Slick COVID dedicate sales site 🕸️

Imo we'll see a new Novacyt web page when the time is right

testandyou.org
#Novacyt #ALNOV #NCYT

Sales primarily driven internally (60% ~ i forget exact %)

Broad distribution channels & client base
#Novacyt #ALNOV #NCYT

Growth plans:

↗️ Use cash to leverage 250+ assays

↗️ Grow instruments installed base (razor & blade model)

↗️ q16 & 32's + ProMATE = decentralised labs solutions 🔬

↗️ Build on companies brand which has been established during pandemic
#Novacyt #ALNOV #NCYT

✅ Low capital intensive business

✅ Target high margin market's

✅ Cash in the bank
#Novacyt #ALNOV #NCYT

Fast & nimble organisation 🏃🤸🏿‍♀️

In past lack of cash & focus on diagnostics impeded growth

All the stops will be removed DHSC pay up

By the way DHSC placed new ProMATE order of £4.7m

Clearly happy with @NovacytGroup leading product

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More from @allseeingFlys

🇺🇦l'm Spartacus🐳☠️🐦 Profile picture
Oct 20, 2021
(2011) #Roche launched the LightCycler Nano POC 🔬

Via white label with IT-IS who also licensed to @NovacytGroup (sold as q32 + q16)

2014 IT-IS sought legal damages against Roche for patent infringement

2020 @NovacytGroup bought IT-IS
#Novacyt #ALNOV
"Many research labs use 96-well instruments, but the average number of samples per run is often below the capacity of the instruments"

🤏 "should satisfy the needs of many PCR researchers by fitting well into their work environment"
Roche Marketing VP Fernandes-McAlear

#Novacyt
“The new LightCycler® Nano Instrument delivers proven high quality at an affordable price & expands our qPCR business into a new segment. Customers will love the smart design of the instrument & appreciate the high quality data they can produce with it.”

Gerd Haberhausen, Roche
Read 7 tweets
🇺🇦l'm Spartacus🐳☠️🐦 Profile picture
Oct 18, 2021
For those who missed the #Novacyt AGM here are some highlights 😊...

2021 Guidance
#Novacyt Small bolt on M&A can be financed from cash

Little reminder IT-IS purchase cost just £10m
Listing plans (AIM, EuroNext, NASDAQ)

"As of today we have no plans to change our listings"

#Novacyt
Read 13 tweets
🇺🇦l'm Spartacus🐳☠️🐦 Profile picture
Oct 7, 2021
Fact check:
#Novacyt Exsig underwent Clinical & NHS validation

👇 Wrong:
"So in essence if you look you will not find a document (that I have ever seen) saying Exsig formally passed its in service trial in relation to the contract whereas you will find one for Promate"

#ALNOV
For supposed researched person, he's lazy. His thesis called out #Novacyt's 3rd party manufacturing for lowering margins

#ALNOV "invests in infrastructure to bring previously outsourced work in-house & to drive further automation, leading to improved margins & process controls"
@UnrollHelper unroll
Read 6 tweets
🇺🇦l'm Spartacus🐳☠️🐦 Profile picture
Sep 8, 2021
2020 Figure's:

🇬🇧 70% sales NHS/DHSC
👨‍💼 18% via Distributors (UK & International)
🔬 12% Private Lab sales

#Novacyt #ALNOV #NCYT
10 COVID products launched

ProMATE simplifies sample preparation, to be applied to:

Infectious diseases
Respiratory
Transplant

"targeted niches where we believe there is still very high unmet medical need"

"faster, more accurate or easier diagnosis" #Novacyt #ALNOV #NCYT
Risks:

"Management's confidence in settling the outstanding commercial dispute"

If dispute isn't favourably resolved #Novacyt has sufficient cash untill June 2022 without need to raise finding

#ALNOV #NCYT
Read 14 tweets
🇺🇦l'm Spartacus🐳☠️🐦 Profile picture
Sep 7, 2021
#Novacyt's COVID-19 tests received UKAS Medical Accreditation for use within 4 UK private labs in past month

✅ The Scientists Laboratory Ltd (10k daily capacity)
✅ Epistem Ltd
✅ MDNA Life Sciences Ltd

Courtesy of @BlackbirdInvest

#ALNOV #NCYT
Wren Healthcare received UKAS Accreditation for use of #Novacyt's Point of Care solution

Q16/32's with ProMATE, no bio hazard safety cabinet required

At least 9 Versalabs have been supplied with approx 900 daily capacity each #ALNOV #NCYT

Thank you @Larry64450205
MDNA & Newcastle airport 👇

Read 4 tweets
🇺🇦l'm Spartacus🐳☠️🐦 Profile picture
Sep 1, 2021
How not to do in-game product placement 🤢

screenrant.com/death-strandin…
#Mirriad "partnership comes at a time when consumers increasingly avoid ads & are becoming incredibly hard to reach & connect with. Brands need to become a deeply engaging part of peoples' experiences in new & radical ways"

londonstockexchange.com/news-article/M…
@looping_group @mirriad

Read 4 tweets

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