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[dds14] 26/8/2020 17:18

No one has any published evidence that the avacta test is comparable with PCR (both sensitivity and accuracy) under real world conditions do they?

Unless they do - and these things take time if they don't - they aren't going to get much uptake, no matter how user friendly it might be.

[fse] 26/8/2020 17:15

No I don’t get it. It’s a sputum test. If you look at the last Zvi interview. He had 3 there meningitis, covid19,and common flu whatever might be going around. You don’t shove it down your throat or up your nose unless you want to.

[icemaninvestor] 26/8/2020 17:03

FSE my point is that the BATM test involves a swab down the throat which is uncomfortable and difficult to do accurately with children (and many adults). Whereas with the Avacta test you literally spit & use that sample which the whole population are happy to do. Get it?

[fse] 26/8/2020 15:17

iceman.... swab down the throat as opposed to swab up the nose is a sputum test. ie Saliva. I am not sure I understand your point.
BATM own manufacturing capacity is just that what they produce in house. They have multiple agreements with third parties to, as Zvi says, ramp up production where needed; which they are doing.
Avacta are one of many one trick ponies the government have thrown money at rather than take an encompassing approach. The UK response to the outbreak is absurd but lets leave it at that.
Wizz makes a good point about accuracy and Zvi stressed this time and time again. My understanding is that BATM and NovaMed are currently trying to up the accuracy for these tests.
What has happened is that the whole infectious diseases market is now huge so there is plenty of opportunity. Its a moving target and BATM are offering a complete range of solutions for this and "other" pathogens and "future" outbreaks.

I am off camping so hope I don't run into any bears.

edit: In the UK news today the Guardian reports that fat people are twice as likely to get Covid19. Boris seems to think that face masks off in the classroom and on in the corridor makes sense. More false info on vaccines. All in all another day of misinformation.

[unctuous] 26/8/2020 14:04

During the webinar, I asked whether Nvidia’s mooted purchase of Arm was positive or negative for Telco. Zvi opined that, if it materialized, it would be wholly positive. He said that 5G is a strategic pillar for Nvidia and cited their recent $ 7bn purchase of Mellanox as evidence of Nvidia’s technological and cultural affinity for Israeli business. Of course, he could just be putting on a brave face.

[icemaninvestor] 26/8/2020 13:01

The market hates uncertainty and in my opinion the SoftBank sale of Arm has been a major factor for the BATM price drop over the last few days. The strong rumour is that Nvidia will buy Arm. From what I’ve read, a big point of difference between Arm and Nvidia is that Arm platforms are open to all comers whereas this is not the case with Nvidia. Anyone know what affect a Nvidia takeover of Arm would have on BATM and future NFV contracts?

[wizzkid211] 26/8/2020 08:26

ICEMAN. AVACTA is down the road from BATM, they will still need to prove its equivalence Vs a PCR test.
Plus there is no guarantee that home testing will be allowed... how do you control quality, honesty, etc.
do you honestly believe that ZVI would be happy with 250k tests per month? the answer is NO! Just think of INDIA...nm.

[paulisi] 26/8/2020 07:25

BATM said they would launch in Israel before going global.

[icemaninvestor] 25/8/2020 21:32

DocCash, paulisi and FSE please refer to my post 17388. There is one rapid home test about to be approved for a company called Avacta. This is a saliva test with results in minutes - no swab down the throat like the BATM test. This test will be the basis of the UK Govt's operation moonshot. Although not yet approved, Avacta have already put in place contracts for mass-manufacturing as the demand will be for 10s of millions of these tests per month.

The BATM test will also be in demand but as I mentioned before they can only manufacture approx. 250,000 per month. In one of his interviews Zvi did mention they would look into sourcing a large manufacturer. Fingers crossed he has a deal in place ready for the CE mark and EU approval of the test.

[fse] 25/8/2020 17:20

A lot of the home tests are just that you take the sample at home and send it off like an old Netflix movie and get the result back in a week or never ... the rapid refers I assume to how fast you can do it , put it in an envelope and mail it off.


There are labs in the US working on "real" rapid home tests with instant results but I am not actually aware of any that are approved and for sale at time of writing.
Where they really need them is at the G...D airport.

[paulisi] 25/8/2020 16:51

I saw something on Bloomberg TV where a US Senator was pushing for US approval of rapid home tests, which he said were very cheap(a couple of dollars each).He was hoping for approval in next couple of weeks.

[fse] 25/8/2020 16:47

There is a creeping realization on the part of Governments that they don't need to shut everything down every time they see a positive cluster so ironically BATM Medical are going to continue making money on Covid19 specifics much longer than they probably imagined. Much longer than i imagined in any event !

There is also a push to take a more enhancive approach to this and other infectious diseases. Celitron are at either end of the timeline Agricultural Waste disposal and sterilizers to AI ventilators. Employing these two factors substantially lowers the risks and final outcome. As I have said recently I think Celitron could be a bit of a dark horse. If their products are well received and they start winning repeat orders there is considerable demand.

The last shift in sentiment I am detecting is the once again the creeping realization of absolute necessity to be able to test accurately, in situ with sputum based rapid tests.
Sticking a Q Tip down someones nose until it practically hits what little brain they have left and then waiting 5 days for the test to come back is not management. Its plain pointless.

Governments need to listen to infectious disease specialist companies and stop chucking billions into large pharma who make the promise they can deliver but no guarantee. If you listen to one of Zvi last interviews he plays down the likelihood that they will develop a "long term" vaccine because back there in the lab they know its already mutated.

[doccash] 25/8/2020 16:24

Financial Times - Huge market for rapid tests

"Government to urge UK companies to roll out workplace Covid-19 tests

The UK government is to urge companies to launch regular workplace testing to check staff for Covid-19 to help keep the economy going through a potential winter surge in infections.

Meetings have been taking place between business leaders and Whitehall officials over how to ramp up the use of mobile testing units in factories and offices around the country.

Some employers could be allowed to stay open even if there are fresh local lockdowns in their area if they are conducting regular testing of their staff, according to people with knowledge of the discussions."



Testing like this will be extensive and opportunities for all companies providing quick accurate tests

[doccash] 25/8/2020 14:27

More likely latest results however good was already in the price rise. Next update on triple test or arm telecom related contracts will restart the rise

[car1pet] 25/8/2020 13:59

Is this because there is positive news on a vaccine by end of this year

[car1pet] 25/8/2020 13:59

Is this because there is positive news on a vaccine by end of this year

[paulisi] 25/8/2020 13:46

Another selling day.IMHO oversold and represents a buying opportunity

[fse] 24/8/2020 17:37

Getting walked around on low volumes.

[icemaninvestor] 20/8/2020 22:11

Agree that scaling up manufacturing is no easy task. I firmly believe the way to get back to work, school, flying, cruises etc is to test, test, test. Governments are desperate for covid tests with high sensitivity and specificity which give results within a few minutes. Companies that develop such tests will likely receive government backing for manufacturing and scaling-up.

[car1pet] 20/8/2020 18:44

FSE it was bit of a drop 124 to 118 from 2.05 to 3.10

[fse] 20/8/2020 18:12

Its not a sudden fall and its starting to trade in a range.
I have adjusted my range after the Vodaphone announcement from 85p>135P to 110p>145p
thats not to say it will stay there only my opinion as to what the current news/results/advanced timeframe.... have dictated.
Thats not an advice to buy sell or hold just where I see it at the moment.
Its going to wander around and there is some money to be made by trading if it gets outside of the ranges.....
US market has never appeared to have much impact on them albeit Telco is a US/Israeli outfit. It could well see an upwards push as more Medical is FDA approved and US foot on Huawei ...

[car1pet] 20/8/2020 16:35

Does anyone know the reason for the sudden fall today. It was soon after the US market opened - don't know if it was linked.

[pleaty1] 20/8/2020 16:23

When's the next update due. Tia

[fse] 20/8/2020 16:08

Interesting conversation about whether or not BATM should manufacture large scale.
They are largely (not entirely) a R&D company which just about every company in the western sphere is... we don't as a region manufacture much anymore.
Large scale manufacture is complex and unforgiving and requires commitment to something that will continue to be made for years to come and thats not the case here.
Licensing and outsourcing makes more sense to me and thats what they are doing.
Iceman and car1pet have a point and whilst I do not totally agree with it I do feel that there is space to tackle the marketing approach although I believe they are making in roads into doing just that.

Remember BATM as a group have a variety of connected but also disparate technologies across many spheres of interest.

They seem to have quite a follow on with business in Kenya. Often contracts and business with smaller nations is more rewarding than having a tiny piece of the action with the likes of the US. Only saying ;-)