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
#Novacyt #ALNOV #NCYT

DHSC Dispute £129m, with additional £49m of delivered good not paid for

£19.7m set aside in event DHSC warranty claim is successful

It is "possible, but not probable, that the refund claim" will be successful. Settlement amount may differ
investormeetcompany.com/investor/meeti…

Q1 #Novacyt "reiterating the £100 million revenue guidance for the full year, excluding DHSC, and we’re feeling confident about that number"

"see a growing private testing market & we also expect overall demand to increase as we head into the winter"
Q2 - "Unfortunately, we have no update on the dispute with the DHSC regarding the second supply contract, with no further news since the disclosure in June this year. Both sides are bound by confidentiality clause of the contract" #Novacyt #ALNOV
AGM Resolution 6.
Company seeks approval for facility to buy back up to 10% of company shares up to a value of €12

2020 Clause limiting buy back to max of €200k has been removed

#Novacyt #ALNOV
Q6 -
2021 1st H Distributors, represented approximately 35% of business (ex DHSE contract)

Americas (inc Latin America) approx 30%

Europe, Middle East & Africa, approx 55% (25% is UK & Ireland)

Asia 15%

Direct sales generated 65% of revenues (ex DHSC)
Q7 - Home LFT

"well progressed in the discussions on that second self testing application"

Global regulatory applications ✅

"bit too soon after launch to give any specific sales data but as far as the UK is concerned"

🇬🇧 free LFT's impacting sales for now #Novacyt #ALNOV
Q10 & 11

"Dual listing strategy makes sense for the company today"

🇺🇲 expansion "in the process of developing our plans as we speak and hopefully, in the near future, we will update all shareholders with those plans"

#Novacyt #ALNOV
Q14 - 20 Patents filed #Novacyt #ALNOV
Main growth driver, decentralised Point of Care solution

Leveraging q16/32's with ProMATE

#Novacyt #ALNOV

Targeting meaningful, high margin neiche markets
#Novacyt's best-in-class products, significant global sales & growing brand with strong balance sheet

"support the company's growth trajectory as we continue to deliver against our stated strategy"

#Novacyt #ALNOV

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More from @allseeingFlys

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
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
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"
Read 6 tweets
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
Read 4 tweets
Sep 1, 2021
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
Read 11 tweets
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…
Read 4 tweets

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