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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
  0.80 1.15% 70.40 70.00 70.40 70.20 70.00 70.00 479,458 16:35:15
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Health Care Equipment & Services 65.3 15.4 2.5 28.7 320

Ekf Diagnostics Share Discussion Threads

Showing 3276 to 3300 of 3450 messages
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DateSubjectAuthorDiscuss
01/4/2021
12:41
Thank you wan Yes, that was the section of the results statement that piqued my interest. So long as it’s a major win-win for both parties, I guess both companies will be happy to continue with it for an extended period. I appreciate EKF are very positive about multiple strands of the business. Just a shame I did not attend this week’s presentation; it was obviously very positive.
shanklin
01/4/2021
12:17
Shanklin...Excerpt from the Results below - Having done some preparatory work in 2019, long before the world had heard of COVID, in March 2020 we signed a contract manufacturing agreement with Longhorn Vaccines and Diagnostics LLC in the US for their FDA-approved PrimeStore MTM sample collection device. It is designed to de-activate pathogens rapidly and stabilise test samples for up to four weeks with no requirement for cold storage. This approach also allows samples to be tested by a greater number of laboratories, as the handling risks for the deactivated virus are reduced. The sudden demand for this product meant that from a standing start at our facility in Boerne, Texas, we had to create a supply chain, a reagent production line and a tube filling line for a regulated product, along with all of the associated peripheral activities. We quickly realised that there would also be a demand for this product in Europe. In the UK, a project team was formed which created a fully manned and trained production facility from scratch using space that had been set aside for development activities, and was up and running in less than 8 weeks. In Germany, a further production line was also started. It has taken enormous flexibility, dedication, skill, and teamwork, especially from the project teams set up to create and run these facilities, but also from everyone else in the organisation and on behalf of the Board I would like to extend my thanks to all of them. Their work is not over; as the pandemic evolves, so do the needs of our customers, whose programmes are continuing into 2021. hTTps://uk.advfn.com/stock-market/london/ekf-diagnostics-EKF/share-news/EKF-Diagnostics-Holdings-PLC-Final-Results/84696626 But it's not all about Longhorn and PrimeStore MTM, EKF have further numerous strings to its bow, some of which are taut for delivery!
wan
01/4/2021
12:02
Do Longhorn have a lot of history with EKF please? Obviously this PrimeStore MTM licensing agreement is very important to EKF
shanklin
01/4/2021
12:01
hTTps://www.ekfdiagnostics.com/res/EKF%20Diagnostics%20EoY%20presentation%202020.pdf
wan
01/4/2021
11:51
Behind the curve here - can anyone provide a link to yesterday's presentation pls?
melody9999
01/4/2021
08:40
Thanks for highlighting that Rivaldo.
wan
01/4/2021
08:38
The IC have carried out a screening test for GARP (growth at a reasonable price) of all stocks in the FTSE All-Small and Alternative Investment Market (Aim) indices. Only eight AIM stocks pass at least 6 out of 7 tests. EKF are one of them (I additionally hold SUR and KAPE which are also in those top 8 companies)... Https://pdfs.investorschronicle.co.uk/IC_AlphaScreenGARP_220321.pdf Extract: "The screening criteria are: ●A PEG ratio in the bottom quarter of all stocks screened. ●EPS growth forecast for each of the next two financial years and an average growth rate over the period of more than 10 per cent and less than 50 per cent(i.e. high, but sustainably so). ●Either a return on equity (ROE) of over 12.5 per cent or an operating margin of over 15 per cent (i.e. an indicator of a quality business that may have a sustainable advantage). ●Either three-month share price momentum better than the median average or earnings upgrades of 10 per cent or more over the past three months (i.e. recent reasons to feel positive). ●Operating cash conversion of 90 per cent or more. ●Net debt of less than 1.5 times cash profits. ●A market capitalisation of more than £10m (i.e. not severely illiquid). Not many stocks pass such a stringent list of criteria."
rivaldo
31/3/2021
12:10
Just a reminder: "$5m investment in Trellus Health for c. 31% share of business announced 20 August 2020 Trellus to develop a resilience-driven digital health solution for complex chronic conditions • Multi-year licence with MSHS to commercialise Trellus’ GRITT-IBD resilience assessment and personalised treatment methodology • Focused on the treatment of chronic conditions, starting with Inflammatory Bowel Disease (IBD), including Crohn’s disease and ulcerative colitis • 90% of the US $3.3 trillion annual health care expenditure is for chronic diseases with patients suffering from both chronic medical and mental health conditions costing twice as much (Centers for Disease Control & Prevention, CDC) • Intention to IPO Trellus on AIM in H1 2021; EKF’s holding distributed in specie to our shareholders in December 2020"
mirandaj
31/3/2021
11:16
Totally agree with all comments above EKF is in a stunning position with the Amazon contract and all their other underlying contracts. Amazed you can still buy in the 70's I suspect this will continue to move significantly higher. AIMHO GLA BTG
btgman
31/3/2021
08:55
Jeff Fischer, Co-Founder, President Longhorn Vaccines and Diagnostics stated the following yesterday - Congratulations to amazon for their sarscov2 testing EUA. Amazon pushed PrimeStore MTM to extreme temperature levels to ensure sample integrity in the real world conditions they were experiencing. The FDA reviewed and accepted data demonstrating that PrimeStore MTM preserved SARS-CoV-2 RNA for 5 days at 40+C
wan
31/3/2021
08:51
James...The other thing to consider is the logistics. So, imagine a transport media that is safe and does not require specialist handling or special vehicles/refrigeration, cue PrimeStore MTM and cue Amazons existing logistical expertise and existing delivery fleet and staff etc.
wan
31/3/2021
08:46
Last night I mentioned certain news flow regarding Amazon and its healthcare ambitions. Here is just the start of the reality (and another underlying theme that investors may pick up on)- 8 things that make Amazon Care unique from competitors Hannah Mitchell - Wednesday, March 24th, 2021 Amazon has surpassed milestones in its expansion into the healthcare sector. Unlike traditional healthcare organizations, the company's virtual care pilot, Amazon Care, adopted a unique business model. Here are eight things that make Amazon Care different from traditional healthcare organizations. Eight things that differentiate Amazon Care from traditional competitors: 1. Amazon Care will expand its services to other companies, as well as Amazon employees in all 50 states this summer. 2. It will focus on employers instead of health plans by contracting directly with employers. This will lower overhead administration costs, which will lower costs for both the employer and employee, according to a March 18 Forrester blog post. 3. The Amazon Care app will allow patients to use engagement tools like receiving after-care summaries and scheduling follow-up visits and follow-up reminders. 4. Amazon Care can help patients evaluate their work-from-home setups to optimize joint and muscle health. 5. Amazon Care will offer non-traditional health services like lifestyle and wellness coaching, the Forrester post said. 6. Amazon Care teamed up with Intermountain Healthcare and Ascension to form a home-based alliance to encourage healthcare policies to designate a home as a site of service. 7. The in-person care facilities are called Neighborhood Health Centers, and they operate on extended hours during both the workweek and weekends to accommodate employee schedules. 8. The health centers' goal is to lower the cost of healthcare by encouraging employees and their family members to go to the centers for preventive care instead of more expensive emergency rooms or urgent care centers. hTTps://www.beckershospitalreview.com/healthcare-information-technology/8-things-that-make-amazon-care-unique-from-competitors.html 5 days ago Breaking Down Amazon’s (Massive) Health Care Opportunity ‘The main thing is you just never underestimate Amazon’ Last week, Amazon announced it would expand Amazon Care — its employee-only health care service — to the public. The service lets you chat with nurses, move to video, arrange home visits, and get medication prescribed. Amazon delivers the medicine. The company began piloting Care internally in September 2019, and it’s now opening it up to employers in Washington state, who can offer it to their workers as a benefit. Some already seem eager to jump in. “We’re in discussions with a number of companies,” an Amazon spokesperson told me. Though Amazon is starting small, and trying to enter a field that’s notoriously averse to change, industry experts say it has a real shot at breaking through. Its obsession with efficiency and customer service is an advantage in a system known for neither. And a new push for regulatory opening, particularly in telehealth, gives it a chance to press incumbents faster than many imagined. Health care is a $4 trillion per year business making up nearly 20% of the U.S. GDP. So the opportunity is massive. “The main thing is you just never underestimate Amazon,” one doctor who works in digital health told me. “They have more patience than most other businesses do — which is what it takes in health care.” Full story - hTTps://onezero.medium.com/breaking-down-amazons-massive-health-care-opportunity-f06e5cd81f89
wan
31/3/2021
08:44
James...Correct, in other words and in my view, it appears that there will be two types of kits, one for supervised and one for unsupervised, as well as pooled samples, which may also use PBS.
wan
31/3/2021
08:36
Wan, I also listened to the online presentation yesterday evening, which I agree was highly informative. One thing which particularly struck me was the company's repeated observation that orders for PBS (phosphate-buffered saline) were really taking off. I had previously understood that PrimeStore MTM was an all round superior transport medium, but I wonder if that is still considered to be the case. If you scroll down to page 16 of the FDA EUA which you included in your previous post, there is a section headed "LoD Comparison:PrimeStore MTM vs Phosphate Buffered Saline" which begins by asserting that "PBS offers advantages over PrimeStore MTM in terms of supply chain logistics and ease of use due to the absence of potentially hazardous preservative fluid, making it suitable for use as a transport medium for unsupervised home collection of specimens". I gather that this LoD (i.e. Limit of Detection)study is an analysis that the FDA requires developers to carry out. I am not suggesting that that is conclusive, but it is food for thought.
james188
31/3/2021
08:16
As I said previously there are indeed other reasons to be bullish on EKF (more of which later), and thus in my view there will likely be plenty of investors in the wings hoping to buy before upgrades (given the current broker conservatism), or on any weakness. EKF Diagnostics for income and growth - A healthy, reliable combination!
wan
31/3/2021
07:17
What investors must appreciate is that the deal announced yesterday is for phosphate buffered saline (PBS) and hence it does not directly involve Longhorn Vaccines (but it does not impact that strong relationship). However, in my view, there is already much more to come over and above the initial Amazon deal that does indeed utilise PrimeStore MTM. On March 25th Amazon received emergency use authorisation (EUA) for their Amazon Real-Time RT-PCR Test for Detecting SARS-CoV-2. Key excerpt from the EUA - Specimen Transport and Storage Anterior nasal swabs in PrimeStore MTM (collected on-site under the supervision of an HCP) or Phosphate Buffered Saline (PBS) (collected on-site under the supervision of an HPC or unsupervised at home) for use with the Amazon Test may be transported and stored at between -20 °C and +40 °C for up to 120 hours (5 days) prior to testing. Automated procedures implemented within the laboratory preclude testing of any specimen that is received > 96 hours after collection in order to ensure that testing is completed within the specified interval from collection of 120 hours. hTTps://www.fda.gov/media/147053/download So, this looks to be about much more than Amazon testing their own employees (which is a huge order in any respect!). This is about the manufacture and assembly of whole test kits, kits that I believe EKF are also involved with, and that Julian (EKF CEO) and Mike Salter (EKF President Americas) touched on during yesterday's meeting. Kits that can be ordered by a healthcare provider with specimens collected on-site under the supervision or unsupervised at home.
wan
31/3/2021
07:11
Agree Wan, Brilliant meeting. What a way to start it too. Julian emphasised the contract news being the largest that EKF has ever received. They are receiving at least £500k a week (£24m for the year) in terms of revenue from Amazon. The broker FCs are very conservative and it must be difficult for them to work out what they could be if management is reserved. He said testing is here to stay for at least the next 12-18 months. Expecting upgrades throughout the year.
mginvestor
30/3/2021
18:13
Excellent zoom meeting/presentation today. Not that the name was specifically mentioned, but I am quite sure that the new multiyear global supply contract announced today is with Amazon, who indeed have been building their own labs and started testing their own 1 million + employees. Hence it is the biggest deal in EKF's history. Plus, anyone following certain news flow, will also already appreciate Amazons ambitions in healthcare, hence Julian (CEO of EKF) is not just pleased and excited about the significant scale-up and ramp in manufacturing required to support the new contract (over 1 million Amazon employees that will require multiple testing), but he is also excited about what else lies ahead, in terms of what Amazon will be utilizing their new testing capabilities and capacity for beyond COVID-19. Watch this space! And importantly there are more reasons beyond that deal to be very optimistic indeed about EKF's prospects and future. Good night all, sleep well ;-)
wan
30/3/2021
18:02
This is interesting hxxps://blog.aboutamazon.co.uk/working-at-amazon/how-we-ramped-up-onsite-covid-19-testing-for-amazon-employees
jockbach
30/3/2021
15:16
I had to chuckle earlier today with regard to a test to release private provider, who are stating on their website that they have applied for ISO 22879 - which specifies the technical requirements, the appropriate dimensions and the requirements for the testing of castors for furniture. (obviously they meant ISO 22870 which is for requirements applicable to point-of-care testing) Sums some of them up really!
wan
30/3/2021
15:13
Pldazzle...Interesting spot, I missed that! I would imagine that certain funds/investors will also be quite interested in what else is/might be in the Mount Sinai/EKF pipeline....I certainly am ;-)
wan
30/3/2021
14:49
Useful information from today's RNS: "... in December 2020 the Company made a distribution in specie whereby, with the exception of a single "golden" share, the Company's shareholding in Trellus Health Limited was distributed to ordinary shareholders of the Company at a total value of £3,810,000. The fair value per EKF share was 0.8374p. Because the investment in Trellus was made on an arm's length basis within 6 months of the dividend, the Board judged the fair value of the dividend payment to be identical to the value of the investment."
pldazzle
30/3/2021
13:32
This is the headline takeaway from N+1Singer but i do not have paid access to their full report "Having upgraded several times in the year, EKF’s FY20 results are as expected and show a step change in the performance of the business. Whilst this has been catalysed by the pandemic and sales of sample collection devices, the core business has held up relatively well and is showing an encouraging return to growth in Q1. The main new news this morning is a significant multi-year, multi-million dollar contract expansion for sample collection devices with a multinational private sector partner. We push through further material upgrades to FY21E revenue and PBT of 23% & 40% respectively and see further upgrade potential if demand persists and continues to grow."
welshborderer
30/3/2021
10:52
Worth checking out 4 of EKF's new account wins - At Stepan Company, we connect with the world through the innovative chemistry we create. As we expand our capabilities and capacities, we are committed to developing newer and better ways to collaborate with our customers. That enhanced collaboration will empower our customers to grow and will ensure that we grow along with them. hTTps://www.stepan.com/ Purissima is the next-generation natural ingredient company, delivering the purest, most reliable, highest quality compounds and formulations at scale for the global health and wellness industry. We harness the power of native microorganisms to produce natural compounds. We work with the earliest forms of plant life and craft ingredients that enable our partners to deliver differentiated and affordable health & wellness products to people across the globe. hTTps://purissima.bio/ Arc Bio is revolutionizing microbial detection with proprietary, turnkey metagenomic Next-Generation Sequencing (mNGS) workflow and software solutions for fast, precise, and cost-effective analyses. hTTps://arcbio.com/ SimpleSeq wraps all your Sanger sequencing needs into a convenient little package. Each SimpleSeqTM kit includes the sequencing service for 96 sequencing reactions; so you can submit samples for all 96 sequencing reactions at once or submit as low as one sample at a time. The sequencing results will be available for download by noon the day after shipping the sample. hTTps://eurofinsgenomics.com/en/products/dna-sequencing/simpleseq-kits/
wan
30/3/2021
10:42
Wow amazing upgrade - crazy price reaction this morning, opportunity nonetheless :)
mysteronz
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