Ekf Diagnostics Share Discussion Threads

[tongosti] 19/11/2020 17:34

Are you suggesting a few on here outsource their thinking to people they have never met?!

Thank you for making my point all along pal as this is precisely what Joe Crowd is very good at.

Doing own thinking is not something you come across that frequently on these boards (and life in general for that matter).

Good evening chaps and chapesses.

[james188] 19/11/2020 16:42

Christopher Mills was clearly talking up his book, but the interview was still well worth a listen, in my view. I thought that the earlier section relating to healthcare and life sciences holdings was the best part.

He has an optimistic take on multiples for his holdings, but it is self evident that he has done very well, overall. The fact that he has such a large stake in EKF (through Harwood Capital) and other stocks such as SBI is a two edged sword. The end game is obviously an exit and he will very likely control the timing and price.

[mirandaj] 19/11/2020 16:41

Charlieej. Thank you for the link which I have only just been able to listen to but it was so interesting.

[wan] 19/11/2020 16:10

Charlieej...Thanks for the heads-up on the interview. I would add that most of us that make genuine posts, are in fact 'fully' aligned with Chris Mills assessment of EKF, so it was good to hear we are not stretching things, far from it!.

And it was also good to get confirmation that my recent posts regarding the new 'quantitative' antibody test are bang on the money....watch this space!

[btgman] 19/11/2020 13:33

These things move very quickly in both directions we know they are seeing great sales numbers and keep upgrading forecasts. Never rule anything out this company will be on the radar of a few companies as a potential takeover target at current price this is ever more likely

AIMHO
GLA
BTG

[tongosti] 19/11/2020 12:05

As is your poor understanding of the game. Who ever told you to follow me pal - it is about contrasting views instead but clearly you are not able to get (let alone do) that.

It is not arrogance when one is not willing to put up with mediocre half knowledge. It is called critical thinking. The why is contained in one's market calls. That and only that defines what view is right and what is wrong - not conforming with the views of the crowd on these anonymous boards.

You should know this is a performance oriented discipline with the rest being entertainment.

Thank you - it is precisely your views which I use as a proxy for crowd thinking.

[charlieej] 19/11/2020 12:00

All I know for sure is I'd back Chris Mills over you any day. So I will remain invested here. Your arrogance is quite amusing so please feel free to carry on ranting away.

[tongosti] 19/11/2020 11:25

Clearly you haven’t read my posts so no need to highjack any further space pal. Happy for you and your winnings.

As for my “insecurities” the primary use of these boards for me is to have a proxy for crowd thinking. That requires frequent evaluation - meaning daily for me. But you wouldn’t necessarily get that as that is not your game. Which is fine of course but don’t go label people without having the understanding first.

Good luck old chap.

P.S. I was long precisely when your fundamentals were in sync with market action (so yes dear I get that). Once crowd's perception of fundamentals got way out of sync with the market it was time to go the other way. What you (you are in good company on this board for sure) do not seem to get is the fact that there is a two way street between fundamentals and Mr Market. This is precisely where all fundamental investors come unstuck (i.e. they lose their shirts when the tide turns - as by the time the latest on fundamentals becomes clear folks have foolishly ignored Mr Market and lost big). Fundamentals leading with markets following is incomplete. Hence Warren Buffett (and all value investors) have struggled mightily for 20 years now. Google Reflexivity from Soros on the topic instead. You will thank me one day.

[charlieej] 19/11/2020 11:03

Having bought here in the 20s the cold hard fact is I'm sat on large gains and plan to hold for a couple of years yet. The fact you've made a bit trading doesn't mean others can't profit with other strategies. The market over time responds to fundamentals and I think this is a fundamentally strong business. This is a point you seem to miss. The difference between you and most people is most don't feel the need to run around crowing about their wins like it's the first time they've ever called something right.. possibly to make up for some insecurities?

[tongosti] 19/11/2020 10:40

That's great pal but No 1 informer is Mr Market himself. One makes a few if and only if you're in sync with it - cold hard fact!

[charlieej] 19/11/2020 08:56

If you haven't seen it this is a good review of EKFs business in this interview. Wouldn't normally post but I feel people should have the opportunity to listen to someone a little more informed on the company than anyone here given recent posts. Come to your own conclusionshttps://bit.ly/3nDXRsY

[tongosti] 19/11/2020 08:24

The internet provides an illusion of one conducting research.

In the real world - 58 level better hold as it it doesn't then 46 level is in play.

Like I warned everyone at the very top (on the day mind you), there was a 93% chance of the bull trend coming to an end.

That's some research girls and boys!

[richman777114] 18/11/2020 17:01

Wan,Just read your post 1019 and seems we are agreed

[richman777114] 18/11/2020 16:59

hello,i'm a long term EKF shareholderprobably repeating what's already been observed by Wan and others but surely a quantitative (rather than just qualitative) antibody test per EKF/Kantaro is just what the doctor ordered (sorry) when it comes to assessing post vaccination immunity?

[speedsgh] 18/11/2020 15:28

Keep up the good work, wan. Fantastic research that you generously share with others here. Very much appreciated.

[wan] 18/11/2020 14:14

Yes, it is a lower cost product, but antigen testing is already experiencing strong interest and strong growth in demand, but in my view, it's set for very significant rates of growth.

[wan] 18/11/2020 14:07

I have been monitoring Thermo Fisher and as previously highlighted, Thermo Fisher has been selling PrimeStore MTM -

PrimeStore™ MTM Molecular Transport Media
PrimeStore™ MTM is a FDA Cleared Microbial nucleic acid storage and stabilization device. It inactivates microbes (to include SARS-CoV-2), stabilizes RNA/DNA and is on the US FDA list of primary sample collection devices for SARA-CoV-2 molecular testing.

$425.00 - $438.00


Although ATM was previously listed I could not get any details. So the following is an interesting development -

Longhorn Vaccines And Diagnostics LLC PRIMESTORE ATM 1.5ML RUO 50/PK
Manufacturer: Longhorn Vaccines And Diagnostics LLC LHNATM15

$225.00 / Pack of 50

This product has been made available for purchase due to recent demand, however information about the product is limited. Please contact customer service with any questions.


So, the demand I was expecting, due to the dramatic increase in antigen testing, has materialized and 'started' to be felt. Subsequently, one assumes that ATM production is, or will be, ramped up accordingly.

[wan] 18/11/2020 08:13

It also highlights the merits of responsible investing....do good as well as (hopefully) achieving good returns.

[wan] 18/11/2020 07:56

Longhorn Vaccines have been nominated as a finalist in COVID-19 Impact Award. The following contains a typo though regarding the quantities of ATM distributed (should have read MTM) -

Longhorn Vaccines
Longhorn Vaccines and Diagnostics isn’t a name that many people may have known of before COVID-19, but they have become one of the most impactful regional companies tackling the pandemic. As early as February, the company was tapped by the FDA to increase the production of its specialized product to rectify sample collection shortages; a critical gap in the COVID-19 testing supply chain. As one of the only US suppliers, Longhorn quickly ramped up production capability to over 1 million per week in early Spring. To date, they have produced and distributed more than 30,000,000 sample collection tubes containing their innovative PrimeStore Analyte Transport Media (ATM)Ⓡ, which could revolutionize antigen and molecular testing by completely eliminating the need for RNA and DNA extraction which will speed up testing and allow for improved point of care diagnosis.

When Coca-Cola was tapped to further address the supply chain gap of COVID-19 test collection tubes, Longhorn was brought in to validate the tubes and confirm that the soda bottle preforms are compatible with COVID-19 testing systems. As of July, Longhorn has been awarded $225.8M in government contracts for COVID-19-related work, all of which are being provided by the Department of Homeland Security (DHS), according to USA Today’s story. Without innovators like Longhorn, led by President, Jeff Fischer, who responded quickly to address these mass-testing challenges, the US would not have been able to achieve the testing capacity needed to meet such an unprecedented demand. There is no doubt that the team at Longhorn and their partners have saved thousands of lives.



I am not the only one to pick up on the potential for ATM to enhance and allow for improved point of care testing.

[wan] 18/11/2020 07:48

Edit- EKF's antibody partnership announcement link added

[wan] 18/11/2020 07:45

I highlight the following article as it demonstrates important differentiating features for antibody tests, as well as raising questions in the use of public money (including in the UK) and why certain government contracts here in the UK are starting to attract scrutiny and indeed legal action -

BARDA Awards $820K to DiaSorin to Develop Enhanced SARS CoV-2 IgG Antibody Assay
Nov 17, 2020

NEW YORK ─ The US Department of Health and Human Services' Biomedical Advanced Research and Development Authority (BARDA) announced Tuesday that it has awarded $820,000 to DiaSorin to develop an immunoassay that detects antibodies to SARS-CoV-2 in the serum or plasma of a person recently infected with the coronavirus.

By enabling semi-quantitative monitoring of immune status, the test would overcome limitations of DiaSorin's Liaison SARS-CoV-2 S1/S2 IgG assay.

If a COVID-19 vaccine receives authorization or approval, the new test could provide critical information to essential workers, people with a compromised immune system, and others, BARDA said.
Full story -

What this effectively highlights is the growing importance for antibody testing, but also highlights key differentiating features of Kantaro's/EKF antibody tests, tests that are available now, not in development!

For starters, a key differentiating aspect is that the Kantaro/EKF antibody test is quantitative (not qualitative, or indeed semi-quantitative) and importantly the test has already been used in a highly diverse population of over 75,000 patient samples. Resulting in EKF offering a high precision test that has demonstrated 97.8% sensitivity and 99.6% specificity for detecting COVID-19 specific IgG antibodies -

[melody9999] 17/11/2020 23:52

Once gain grateful to Wan and others for posting so much useful information - without any ramping as far as I am concerned.

I took Tongosti's recent advice and filtered him long ago. Which is a shame because a contrarian view is useful and he has some useful commentary - so I sometimes view posts. But his condescending and arrogant attitude to other posters are the reason he will remain filtered.

A message is much more powerful if you remain humble while delivering it - otherwise you switch people off and that is what is happening here. Tongosti may profess to know how Mr Market works, but humility is not something he has learned yet.