Buy
Sell
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
  0.00 0.0% 75.00 71.50 77.50 - 5,855 08:00:19
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Health Care Equipment & Services 44.9 5.5 0.8 92.6 341

Ekf Diagnostics Share Discussion Threads

Showing 2576 to 2597 of 3050 messages
Chat Pages: Latest  110  109  108  107  106  105  104  103  102  101  100  99  Older
DateSubjectAuthorDiscuss
16/11/2020
12:21
And all covered for a v quick +5%. Gracias Senor Mercado!
tongosti
16/11/2020
12:13
Firtashia - care to share your views? LOL
tongosti
16/11/2020
12:09
Don't shoot the messenger fellas but it is very telling the share price reaction following the latest on the vaccine front from Moderna.What the bulls talk about it past history - it WAS in the price. Gone SHORT
tongosti
16/11/2020
10:14
Edit - In other words, the emphasis is that it should be as safe as possible!
wan
16/11/2020
10:10
MG1982 - A total of 23 commercial reagents designed for virus inactivation, clinical sample transportation and nucleic acid extraction were assessed by PHE for their ability to inactivate SARS-CoV-2 - The novel viral transport media PrimeStoreĀ® MTM (Molecular Transport Medium) has been successfully evaluated for effective SARS-CoV-2 inactivation in a new study published by Public Health England (PHE) [1]. To work safely with live SARS-CoV-2 samples requires the use of high-containment laboratories. However, after inactivation SARS-CoV-2 material can be handled at a lower containment level, allowing more laboratories to undertake testing and thereby increasing COVID-19 testing capacity. The PHE study [1] evaluated numerous commercially available reagents and laboratory formulations commonly used for viral inactivation protocols by public health agencies and research laboratories globally. All the reagents tested have been used during the current COVID-19 pandemic for sample transportation and subsequent molecular processing. A total of 23 commercial reagents designed for virus inactivation, clinical sample transportation and nucleic acid extraction were assessed by PHE for their ability to inactivate SARS-CoV-2. The study used TCID50 and blind passage techniques to test for any infectious virus still recoverable from all samples treated with the inactivation reagents. Notably, the study showed that PrimeStore MTM was the only commercially available transport reagent from the many tested from which no residual virus was detectable by either TCID50 or by the passaging of treated purified sample. This demonstrates the efficacy and safety of PrimeStore MTM in inactivating live SARS-CoV-2 samples whilst maintaining the ability to detect the target viral RNA. hTTps://www.ekfdiagnostics.com/primestore-mtm-evaluated-by-public-health-england-for-sars-cov-2.html That's still not conclusive, for instance it refers to a "methodology" validated by PHE. For me though, it does indicate how diagnostic manufacturers are also thinking about testing use beyond laboratory environments. In other words, the emphasis is that it should be as safe as possible!
wan
16/11/2020
10:07
wan- post 977- yes the market is forward looking, but the future is unpredictable. Some time the market is right, and sometime its not. That's why traders are only right about 50% of the time- it is because of their method of execution they are able to make big money. Good article here about this subject from billionaire asset manager Howard Marks. https://www.oaktreecapital.com/docs/default-source/memos/what-does-the-market-know.pdf?sfvrsn=cb7a0165_6
firtashia
16/11/2020
09:58
Good points but you may want to bear in mind the a huge part of CEO's JD is being a great cheerleader. When was the last time you heard a CEO saying we deserve to be hammered by the market?!Like I have said before - I am totally agnostic which side of the trade I will be next and am frequently looking for the path of least resistance as that is how I can make a few shekels. I am out at the moment (unlike most I always leave buy/sell posts in real time, not after the fact) for reasons I have explained beforehand. Naturally, if the next trading opp will be a buy I will be happy to do so. Equally so with a sell.
tongosti
16/11/2020
09:55
Wan and others, If NCYT are suggesting that it's a company which has a "viral inactivation methodology validated by Public Health England for potential use outside of laboratory environments" Well let's eliminate who it could be? Who are the competitors for this for EKF /longhorn?
mg1982
16/11/2020
09:47
I agree that the market (investors) is a forward-looking mechanism , but that doesn't sit well with the comments from EKF's CEO regarding the degree of pullback in the price as being ludicrous, implying that some investors are more reactive than forward-looking! Neither does it sit well with company and government investments to facilitate increased testing capacity. Regarding vaccines, there is so much unknown details that the market may yet be wrong! For instance, BioNTech co-founder thinks that the vaccine 'might' reduce transmission - "I'm very confident that transmission between people will be reduced by such a highly effective vaccine - maybe not 90% but maybe 50%" So whilst that is a very welcome reduction, it doesn't mean that testing will no long be required, hence the continued investment in building 'strategic' diagnostic testing capacity. Such strategic testing capabilities and capacity goes hand-in-hand with strategic stock of reagents and samples collection media, which even if not used, has a shelf-life and will thus need to be routinely changed.
wan
16/11/2020
09:17
That's challenging - which is a good start - but not challenging enough. The real challenging view is that Mr Market discounts things 12-18 months in advance and all the price appreciation that you have got over the last few months (which is nothing short of stunning) has already done the trick. In other words, the world - until the practical arrival of the vaccine - has already been discounted and is already in the price. Hence the hiccup.
tongosti
16/11/2020
08:49
The challenging view atm is that vaccines will ride to the rescue by December. In my view, the reality is quite different, but for now that's what the market appears to think.
wan
16/11/2020
08:45
The market remains unconvinced about ATM and generally the sustainability of testing (all testing). Time will tell. In the meantime, a glance across the pond where unfortunately the surge in coronavirus infections could challenge current testing capacity.
wan
16/11/2020
08:01
Thanks for the heads-up LOO. NCYT excerpt - Launch of PROmate™ PROmate™ is a new CE Mark approved product designed to further improve the workflow efficiency of COVID-19 testing when used in combination with the Company’s q16 and q32 instruments. The reagents involved in the Company’s COVID-19 RNA extraction and PCR test products have been repackaged, with some reagents also freeze-dried, to reduce the amount of consumables and the number of steps required, thereby reducing operator complexity and improving cycle times. In addition, PROmate™ uses a viral inactivation methodology validated by Public Health England for potential use outside of laboratory environments. (END) It is the type of scenario I envisaged (and there are more) and - Given that Longhorns CSO stated that the new ATM product enhances antigen testing, it's why I posed the following question in my post further above - What was it that prompted Longhorns President to suggest that their ingredients can enable certain rapid/POC tests, and why their CSO suggested that the new ATM product was surely set to be a block-buster, and which fits well with the growth trajectory in antigen testing currently underway? Whether it is PrimeStore MTM, ATM or indeed another, it demonstrates the interest from diagnostic test manufactures.
wan
16/11/2020
07:32
The fact that the UK Govt are taking diagnostics in general very seriously can only be good for EKF
lastoneout
16/11/2020
07:29
Just looking at NCYT RNS this morning and note this line "In addition, PROmateĀ™ uses a viral inactivation methodology validated by Public Health England for potential use outside of laboratory environments"Could this be PrimeStore MTM?
lastoneout
15/11/2020
05:26
That's indeed correct James regarding PCR testing, and a point I have made numerous times (including in my post above), with antigen testing used to mass-screen populations and with PCR testing remaining a very important pillar of the overall testing process. Frequent antigen testing (probably twice a week in institutions, or even at home) is likely to pick up infectious asymptomatic/pre-symptomatic individuals so that they can start the isolation process as early as possible and then undertake a PCR test to confirm. In this way, antigen testing could also assist PCR testing capacity to be utilised more effectively (for both symptomatic and asymptomatic testing). And perhaps also enabling PCR testing resources to be used for pooled testing, which can in turn lead to targeted individual PCR testing. Also, to be clear regarding low cost markets in my post above, I am 'predominantly' referring to a lateral flow antigen test version in those markets/regions i.e. a low-cost product. A number of studies have now indicated that asymptomatic persons are playing a major role in the transmission of SARS-CoV-2. And that symptom-based screening alone failed to detect a high proportion of infectious cases and was not enough to control transmission. In the following recent study of Covid-19 testing, symptom monitoring missed nearly all cases of infection, suggesting regular, widespread surveillance testing is needed for both asymptomatic and symptomatic people to limit transmissions and get the pandemic under control - Wall Street Journal (11/11/20) Asymptomatic COVID-19 cases show need for wider surveillance testing, study suggests Andrew Letizia, MD, one of the lead authors of the study and an infectious-disease expert at the Naval Medical Research Center, said: "This shows that even in the setting of very strictly enforced public-health measures put in place to mitigate spread, if you want to find the individuals who are infected with SARS-CoV-2, you really have to augment those public-health mitigation strategies with additional surveillance testing." Public-health experts say this involves testing people on a regular basis, whether they have symptoms or not. This can be done by testing people one by one, or through pooled testing, where several patient samples can be screened using a single test. hTTps://www.pharmacist.com/article/asymptomatic-covid-19-cases-show-need-wider-surveillance-testing-study-suggests Ultimately, there is clear evidence of SARS-CoV-2 transmission from asymptomatic/pre-symptomatic persons, and the eventual need to relax social distancing argues for vastly expanded SARS-CoV-2 testing to include asymptomatic individuals. Hence, developed markets are now embarking on throwing 'everything' at mass-screening/surveillance testing, and that includes continuing to rely on PCR testing!
wan
14/11/2020
19:17
I think that anyone who wants to have a clear understanding of the current state of play between the various COVID-19 tests should listen in to the excellent InvestorMeetCompany presentation given by SourceBio last Thursday (you can sign up for free). The key point that is made in relation to COVID-19 tests is that - at the moment at least - all the faster tests (rapid point of care/moonshot etc) are essentially a first stage screening test and the gold standard PCR test is then required as a follow up. So, the Longhorn Vaccine offerings should be very well placed for quite some time - aside from much wider long term application for inevitable new viruses.
james188
14/11/2020
16:36
I forgot to add the following to underscore my point about the growth in antigen testing in developed markets - Qiagen seeks EUA for COVID-19 antigen test aiming for positive results in 2 minutes Published Nov. 12, 2020 Dive Brief: Qiagen has filed for emergency use authorization with FDA for a test designed to detect SARS-CoV-2 antigens designed to deliver positive results in two minutes and determine a sample is negative in 15 minutes. Competitors such as Abbott, BD and Quidel all currently sell antigen tests that deliver results in 15 minutes. Like the tests from BD and Quidel, Qiagen's test runs on an instrument. Qiagen claims 90% sensitivity and 100% specificity for the QIAreach SARS-CoV-2 Antigen Test but is yet to share details of its assessment of the diagnostic. Other antigen tests including those sold by Abbott, Roche and Quidel have claimed sensitivities of around 97%. Dive Insight: COVID-19 antigen testing has become a big business as the pandemic has progressed. BD reported $340 million in sales from its Veritor antigen platform in the fourth quarter and tipped the system to generate up to $1.5 billion next year. Quidel made $318 million from its Sofia SARS Antigen test in its most recent set of financials. Full story - hTTps://www.medtechdive.com/news/qiagen-seeks-eua-for-covid-19-antigen-test-that-can-give-results-in-2-minut/588879/
wan
14/11/2020
12:29
It would appear that post the recent vaccine news, EKF's share price performance is indicating that the market remains sceptical regarding the level and duration of sample collection requirements associated to coronavirus testing. But fortunately, most investors realise that COVID-19 testing alone is not the only investment rationale. Staying with testing though, and given that the second wave of the pandemic is accelerating in many countries, along with alignment of entering the winter/flu season, the outlook for testing volumes will almost certainly result in a dramatic increase in volumes, especially as governments unleash numerous mass-population testing programmes, which will include using a wide spectrum of test types. (I won't list them all, as even the UK gov is apparently buying inferior tests, hence a rising tide is lifting all boats!). EKF now has exposure to all testing regimes, PCR testing via sample collect and antigen testing via sample collection/consumables, and antibody testing via a new exclusive/non-exclusive quantitative antibody ELISA test. Antibody testing has yet to attract strong levels of interest, but apparently it will be important in the next phase of resolving the pandemic. Interest in antibody testing looks set to change and possibly quite rapidly, as perhaps noted by Thermo Fisher recently securing a large UK vaccine contract for 'quantitative' antibody testing (which surprised me as it is described by the FDA as qualitative!) - hTTps://www.ox.ac.uk/news/2020-11-10-oxford-ramps-covid-19-testing-capability Clearly, Longhorn/EKF's current sample collection media compliments testing, as opposed to being a product uniquely critical to testing, otherwise we would have likely seen a share price with a double figure £ sign in front of it! However, the substantial orders to date demonstrate that the attributes of the PrimeStore products are important to certain tests and certain operators, but not all, or a high percentage of them (at least not yet)! As and when the emergency situation/pandemic abates, there will be a lot less choice in terms sample collection options, hence the CEO's comments on such, which implies that management also see testing enduring for longer than the market currently thinks. Such a situation might provide for a perhaps somewhat underappreciated, second strong wind to EKF's sails. Time will tell. In the meantime, I remain very interested in what can only be described as an explosion in antigen testing across the globe, but from which we are yet to see any tangible benefit. On initial digestion of Julians comment, that a bit of ATM has been sold in the US and its intended as a lower cost product in specific regions across the globe where the economics can play a key part, one might be tempted to temper one's analysis as to what degree of effect EKF might receive from ATM. However, amongst a number of other things, I remain particularly interested in how the new PrimeStore ATM product fits in with antigen testing, and not just for low-cost markets. With antigen tests being far cheaper than PCR testing, then arguably antigen testing is the best solution for low-cost markets. With other benefits such as no special equipment being required, less/no skilled operator requirements and easier distribution making antigen testing equally attractive, if not essential in specific regions across the globe, but for which still very large volumes will be required to facilitate frequent testing. Apparently PrimeStore ATM also enables extraction-less PCR testing, which of course would help in keeping costs down, but if the skill base and diagnostic infrastructure is lacking (very likely in such regions), it would not be of much benefit. So, in my view, low-cost must surely equate to lateral flow antigen testing. And I am sure none of us would complain if EKF decide to forego the usual level of margin for supplying those markets (which might actually make EKF even more attractive to certain investors). Food for thought - With developed markets also just embarking on a dramatic growth trajectory in terms of antigen testing volumes (and with PCR testing remaining an important requirement), one has to ask why, or what was it that prompted Longhorns President to suggest that their ingredients can enable certain rapid/POC tests, and why their CSO suggested that the new ATM product was surely set to be a block-buster, and which fits well with the growth trajectory in antigen testing currently underway? But with Jillian tempering things in this regard, do we tone down any expectation that ATM (at the very least) will be another MTM in terms of providing growth, or are we already seeing that tempering in the share price action? In my view, MTM has a lot more to give in terms of the current volumes and duration, with the jury currently being out regarding ATM! Further food for thought, especially given the attributes of PrimeStore MTM enabling efficient, safe testing e.g. no cold chain storage nor controlled environment/protocols, which may further focus minds and choices in the US at least, where unfortunately cases, and subsequently testing volumes are soaring - Labs face COVID-19 surges, warn of test result delays as CMS pay cuts loom PUBLISHED Nov. 13, 2020 Dive Brief: U.S. COVID-19 cases are reaching all-time highs this week and test volumes are nearing records, placing new pressures on diagnostics infrastructure, according to the American Clinical Laboratory Association. "The surge in demand for testing will mean that some members could reach or exceed their current testing capacities in the coming days," ACLA President Julie Khani laid out in a statement Thursday. "In cases where the number of specimens received exceeds an individual laboratory’s testing capacity, there could be an increase in their average time to deliver results." That warning comes a month and a half out from when CMS plans to begin reducing COVID-19 test payment to labs by 25% if they take longer than two days to return results. With the U.S. now facing a staggering acceleration of confirmed cases, those times may be poised to go back up. Increased turnaround times could spell trouble for labs if they persist. CMS announced Oct. 15 it would reduce its COVID-19 test pay by 25% in cases when a lab takes longer than two days to deliver results, effective Jan. 1. Full story - hTTps://www.medtechdive.com/news/coronavirus-labs-warn-test-result-delays-cms-pay-cuts/588989/ Reduced testing, the same level of testing, or even more testing as the virus mutates - PUBLISHED Nov. 13, 2020 Dive Brief: Quidel CEO Doug Bryant made a case to investors Thursday that an effective COVID-19 vaccine, when widely available, would not lead to reduced testing demand, arguing the need for the company's tests will persis as the coronavirus mutates. Full story - hTTps://www.medtechdive.com/news/quidel-on-defense-after-covid-19-vaccine-spurs-questions-of-reduced-testing/588974/
wan
13/11/2020
08:00
Staying with Hastings write-up - Probably why JB said the following regarding the new antibody test - Baines says that they are already going out there now and marketing this test which he believes will prove to be better and more reliable than the lateral flows. He believes they could prove to be key in getting people back into the workplace, help stop the super spreaders and work alongside any vaccine’s, as such testing won’t stop. (END) Tut, tut (I could use a 'lot' worse!) - Covid-19: Government buried negative data on its favoured antibody test Published 12 November 2020 The UK government delayed the findings of a Public Health England (PHE) study that question the accuracy of a leading covid antibody test just as it was about to announce that it had spent £75m (€84.3m; $99.4m) on buying one million of the tests. Full story - hTTps://www.bmj.com/content/371/bmj.m4353 Accuracy of UK Rapid Test Consortium (UK-RTC) “AbC-19 Rapid Test” for detection of previous SARS-CoV-2 infection in key workers: test accuracy study Conclusions In summary, we found evidence that the sensitivity of the AbC-19 test is lower among populations with unknown previous infection status than among PCR confirmed cases of SARS-CoV-2. This highlights the scope for overestimation of SARS-CoV-2 antibody test sensitivity in other studies, in which sensitivity has been estimated from only PCR confirmed cases. Assuming a prevalence of 10% for previous SARS-CoV-2 infection, and that the performance observed in this laboratory study can be reproduced in field use, our findings suggest that around one in five key workers testing positive with the AbC-19 assay would be false positives. hTTps://www.bmj.com/content/371/bmj.m4262 Roll on (or rather roll out!) the new Mount Sinai/Kantaro/EKF 'quantitative' antibody test!
wan
13/11/2020
07:18
Hastings, just wanted to say thanks for your excellent write-up in post 953. Only just got round to reading it, but everything sounds extremely positive. I particularly liked the CEO's "ludicrous overreaction" comment as to the Pfizer vaccine and its impact on share prices!
rivaldo
12/11/2020
07:50
Hastings...That it's very encouraging, but being critical, it appears to have been a slow start. But let's hope that EKF have better support from European Government contracts than that experienced to date in the UK! The fact that JB states that volumes are further increasing all the time as they 'expand across Europe' bodes well.
wan
Chat Pages: Latest  110  109  108  107  106  105  104  103  102  101  100  99  Older
ADVFN Advertorial
Your Recent History
LSE
EKF
Ekf Diagno..
Register now to watch these stocks streaming on the ADVFN Monitor.

Monitor lets you view up to 110 of your favourite stocks at once and is completely free to use.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P: V: D:20210126 09:12:34