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Share Name Share Symbol Market Type Share ISIN Share Description
Ekf Diagnostics Holdings Plc LSE:EKF London Ordinary Share GB0031509804 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.50 0.68% 74.00 74.00 75.00 76.00 73.00 75.50 340,800 16:29:29
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Health Care Equipment & Services 44.9 5.5 0.8 91.4 337

Ekf Diagnostics Share Discussion Threads

Showing 2551 to 2574 of 3025 messages
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DateSubjectAuthorDiscuss
12/11/2020
07:33
Reality is starting to set in regarding the fact that any vaccination campaign would probably not come to fruition until the first half of 2021, and be limited by logistical (-80 degrees is crazy!) and manufacturing capacity challenges. In short, for the foreseeable, and well 'beyond' any initial vaccine campaigns, the world will have to continue to cope with the significant second waves of coronavirus that are unfortunately currently underway in many countries, including the US. The dawning of such reality has resulted in the shares of numerous global diagnostic companies to rebound.
wan
12/11/2020
07:23
Hastings...I have given subtle clues over a number of pervious posts, but perhaps the 'partner' would be better described as a global industry player? Just to add to my comment about EUA's, the following is an excerpt from a sample collection device that was recently authorised via EUA and is including in 'all' EUA's - This sample collection device is only authorized for the duration of the declaration that circumstances exist justifying the authorization of emergency use of medical devices during the COVID-19 outbreak under Section 564(b)(1) of the Federal Food, Drug, and Cosmetic Act, 21 U.S.C. ยง 360bbb-3(b)(1), unless the authorization is terminated or revoked sooner The emergency use of your product as described in this letter of authorization must comply with the conditions and all other terms of this authorization. V. Duration of Authorization This EUA will be effective until the declaration that circumstances exist justifying the authorization of the emergency use of medical devices during the COVID-19 outbreak is terminated under Section 564(b)(2) of the Act or the EUA is revoked under Section 564(g) of the Act.
wan
11/11/2020
21:44
Cheers people and great thoughts/observations Wan.I'm intrigued that you have a firm view as to who that partner is!I was particularly encouraged by the numbers coming out of the German operation, very impressive and increasing.
hastings
11/11/2020
18:48
Thank you very much indeed for the informative update Hastings. It was good to see Julian align with my own thoughts (and analysts) that testing will not reduce anytime soon (phew! from my own perspective/stance!), and that subsequently the share price reaction was "an absolutely ludicrous overreaction"! I was also pleased to read that the new antibody test is likely to outperform certain other tests on the market (in my view not just the lateral flow versions), which again aligns with my own research, and which includes the test receiving very strong demand (particularly when vaccines emerge). I hope you don't mind, but I want to explain in a little more detail, a certain section of your update - "The US is also continuing to flow and demand is increasing and we are in a good spot there, as if a vaccine comes through, other providers that have been granted emergency use will then have to apply for clearance which we actually had granted back 2006”. The pandemic caused an emergency situation, a situation that the FDA warranted the granting of Emergency Use Authorisations (EUA's) in order to cope. What is probably underappreciated, is that tests and sample collection devices authorised under EUA will no longer be authorised when the state of emergency is no longer in place. Arguably the emergence of an effective vaccine, means that the state of emergency will eventually be downgraded, but testing will still be required. In that situation, instantly removing a lot of competition, including inferior competition, competition that would arguably struggle to get authorisation under normal circumstances via the FDA process, which in any regard takes a long time! So, in this regard Longhorn/EKF have a significant moat in terms of already being fully FDA authorised and patent protected. And subsequently, a type of insurance as vaccines emerge, as they will potentially get a disproportionate market share of the remaining testing business. So, in combination with the new antibody test, vaccines do not exactly present the threat to EKF that some envisaged. In fact, it could even be the reverse! The only disappointment for me at this stage is the 'apparent' lack of UK Government orders (I know we had one!). Also, the lack of detail thus far for PrimeStore ATM, at least from my perspective, as it would imply that my opinion/expectations in this regard appears to be wide of the mark, which doesn't make me feel particularly good.(or Julian is cloaking both of these accordingly). Btw, I think I have a good idea of who the very large global industrial partner is.
wan
11/11/2020
17:05
Thanks for the very informative post, hastings. My sense is that many of the posters on this board are medium to long term investors. As such, intraday violent share price movements are actually an opportunity to add on the dips (which is what I am doing) - and par for the course with rather illiquid small caps. Aside from progress on the non-testing business components, which seem to be doing very nicely, we should learn relatively soon where the major testing contracts (PHE/NHS etc) have been awarded. I struggle to believe that EKF will not do well out of this. I am also looking at the opportunities wider afield. We have not heard that much about what is going on outside the UK.
james188
11/11/2020
16:06
OOpS! Sorry, didn't see your post hastings. CD
cambridgedon
11/11/2020
16:04
Write up after speaking with Julian Baines this morning. Hopefully of use and look forward to further thoughts from Wan etal. Https://martinflitton1.wixsite.com/privatepunter/post/ekf-testing-testing-normal-service-resumed-11-11-20
hastings
11/11/2020
09:17
Thank you for explaining wan.
mirandaj
11/11/2020
09:02
Mirandaj...Thanks. Fwiw, the extraction buffer/sample collection (hopefully ATM) is fundamental to the performance of the antigen tests. In other words, the extraction buffer stabilises and extracts the RNA, so I can't see how a mask that samples untreated breath/untreated saliva would be able to offer the same level of specificity or sensitivity as a lateral flow test. If PrimeStore ATM is used as the sample collection element (swab inserted into it), it also decontaminates the sample and yet it preserves protein-protein interactions and apparently 'enhances' (enables?) antigen testing.
wan
11/11/2020
08:30
Wan, I was wondering what had happened to this as have not seen any more on it. For interest anyway. https://www.bbc.co.uk/news/uk-england-leicestershire-51678840
mirandaj
11/11/2020
08:21
Given EKF varying products I will be amazed if they do not pick up significant orders from these given their success to date with Leicester University from the £40b the big question is how much currently the market isn't giving much if any credit for this. AIMHO GLA BTG
btgman
11/11/2020
07:47
The big question then, is the new PrimeStore AMT being used in the pilot? Time will tell (I note that Thermo Fisher appears to be selling PrimeStore ATM). I can see that the Government has put out the largest tender to date for lateral flow tests (and not the recent ones won by Abbott and Innova, which are eclipsed by the new tender in terms of value!). For obvious reasons I have also been monitoring the Governments efforts in seeking to procure sample collection consumables for COVID-19 'antigen' testing in order to scale up testing to meet forecast demand for winter. And I can report they have been active in this regard and again this fits in with the roll out of mass antigen testing.
wan
11/11/2020
07:42
Worth noting too, that EKF is working with a number of Universities across the UK.
hastings
11/11/2020
07:37
Students 'will' be tested on the way out.........and tested on the way in in January!
wan
11/11/2020
07:35
Recall that I posted the following recently - 4 days ago University of Leicester : ‘At the University of Leicester we have established an asymptomatic SARS-CoV-2 screening programme, providing reassurance and support to our staff and students on campus with the aim to reduce viral transmission. By choosing PrimeStore Molecular Transport media with its viral inactivation properties, we are ensuring the safe transportation and processing of participants samples and ensuring protection for our staff. Furthermore, we have the reassurance of RNA stabilisation, protecting sample integrity at room temperature without the need for additional storage requirements. EFK have provided excellent customer service throughout. Offering a fast and friendly personalised approach, addressing all of our technical considerations and fully supporting our needs.’ hTTps://www.linkedin.com/posts/ekf-diagnostics_covid19-activity-6730433146216583168-byUQ Live just a few minutes ago on the BBC was a new pilot 'antigen' testing program in Leicester University. So, will this replace the previous scheme that EKF were supporting using PrimeStore MTM or is it complimentary? I think it's complimentary, in that it is recommended that in certain scenarios a confirmatory PCR test will be required - FDA guidance - "it may be necessary to confirm a rapid antigen test result with a nucleic acid test, especially if the result of the antigen test is inconsistent with the clinical context". Running the two operations fits with the pilot nature, and fits in with the Governments intended roll out of mass testing across 'all' universities, which I believe will begin proper early December to enable a safe return home for Christmas.
wan
10/11/2020
19:41
You don't know know why it dropped ... but you still want to go for it. Go kill it champ - the world is yours.
tongosti
10/11/2020
18:05
You're ready now Andrew!
hastings
10/11/2020
17:09
Why it dropped, I really don't know: a good stock, with lots going for it. I may actually buy more, hmmm!
andrewbaker
10/11/2020
14:22
Nice bounce. Sanity being restored :o))
rivaldo
10/11/2020
12:48
Time to hear the cash register ring again. Covered my final third for another +5% and change. +48% trading both sides over the last few weeks. Gracias Senor Mercado
tongosti
10/11/2020
10:39
I note that Chris Mills, across his various vehicles, has increased the holding in Source Bio to over 29% (inline with his holding in EKF) - 10 November 2020|RNS hTTps://sourcebiointernational.com/holdings-in-company-2/
wan
10/11/2020
10:32
Ok pal - live and let's live as that's what makes a market. I just see volumes skyrocketing today as well on the way down. I am personally happy to ride my short to whatever it takes me so that aside I genuinely wish you luck.
tongosti
10/11/2020
10:17
I now take it back about other diagnostic stocks recovering! But I stick with my view that EKF is differentiated in its diagnostics offering, coronavirus or otherwise, including post any successful development/authorisation of vaccines and the resulting requirement for antibody tests, and indeed the continued requirement and wide use of coronavirus testing.
wan
10/11/2020
09:47
I see your point of view but do not necessarily agree with your assessment post Pfizer vaccine. It's a long story but suffice to say that market's action confirms how I think about related implications (I made this point immediately after the vaccine news broke out yesterday). In broader terms, to me the ultimate fundamental is the market action and I never play macho with it. Doesn't matter how you cut it, we never make money on our opinions but by being in sync with the market action. Always and without fail (opinions pay off if and only if they positively correlate with market action).
tongosti
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