Ip Share Discussion Threads

[p1nkfish] 04/2/2021 18:06

IPO could do with looking to synthetic biology too. DNA synthesis.

[bamboo2] 04/2/2021 13:23

Having kept a record over the past few months of daily volume, I think we are now very near the point at which Lansdowne may have finished their exit.

[bamboo2] 04/2/2021 13:11

B/fisher, thanks for posting. Interesting to look at comparisons.

[bottomfisher] 04/2/2021 09:29

Edison Research has published an interesting report on Draper Esprit(GROW). At end of report (pages 19-21) there is a comparison of GROW with its quoted peer group which includes IPO.

hxxps://www.edisongroup.com/wp-content/uploads/2021/02/Draper-Esprit-Europes-leading-pureplay-listed-VC.pdf

On basis of this report IPO still looks undervalued. As a holder of HG Capital and Oakley Capital, as well as IPO, the key difference seems to be management.

[robertspc1] 03/2/2021 14:12

Shareholder base is international already so no reason a SPAC deal would be blocked

[robertspc1] 03/2/2021 14:11

ONT can easily list or do a SPAC deal in current markets. IPO can keep all its shares as doesn't need cash, but at least this would demonstrate the hidden value in the portfolio.

[bamboo2] 01/2/2021 14:56

Pierre, If, as Gordon Sanghera has said, ONT are to grow tenfold over the next five years, the 15% IPGroup hold will increase in value to a far greater extent than £200m cash taken now. IPO have enough cash!

The worst thing they could do is list the company before it is ready. Just look, for example, what happened to CWR, and many of the other listed constituents that were floated before they were ready.

[pierre oreilly] 01/2/2021 11:38

Nano needs to be moneytised sooner rather than later, one way or the other. Ipo probably doesn't have a great deal of say on that though.

Would be great to hear ipo's plans for the cash if they suddenly find themselves with a couple more hundreds of mill cash from nano

Big senior staff bonuss no doubt. That'll be all going from past experience.

[p1nkfish] 31/1/2021 21:50

No, won't be allowed.

[robertspc1] 31/1/2021 21:24

Ok here's a theory. A US SPAC will buy Oxford Nanopore soon. You heard it here first

[bamboo2] 30/1/2021 08:33

SHEIN INAUGURATES FRANCETV PUBLICITÉ’S 100% DIGITAL MIRRIAD PRODUCT PLACEMENT SOLUTION IN SKAM

January 29, 2021

SKAM is a Norwegian series created in 2015, and since then adapted for France, Italy, Germany and Spain. It follows the daily lives of several high school students, with each season tackling a different problem typical of those tricky teenage years.

Its advertiser, SHEIN, international online clothing platform for millennials, has chosen to use the new-generation product placement solution developed by British start-up Mirriad throughout Season 7.

Mirriad has developed an augmented reality process that allows SHEIN to integrate its brand into the various episodes of SKAM during post-production naturally, consistently and in a flattering environment. The brand will appear for example in the form of a poster in outdoor scenes and on shopping bags in indoor scenes.

[bamboo2] 30/1/2021 08:33

If we were to see a return to similar average daily volumes before forced selling started [Pre-Woodford] daily average would drop below 1m shares.

Approx 70m shares traded in January over 20 trading days.*

* = The 70m shares total for January excludes the large block trade of 7% of the company traded by Invesco in the rns on the 11/1/2021

7% is an additional 75m shares.

[bamboo2] 28/1/2021 20:45

As well as detecting SARS-CoV-2, LamPORE is in development for the detection of other respiratory viruses at the same time, including flu and respiratory syncytial virus (RSV).

=========================================
Dr Gordon Sanghera, CEO of Oxford Nanopore, said:

This remarkable study is a testament to the scientific teams who worked so hard over the summer to validate a new generation of diagnostic test.

We believe there are phenomenal opportunities here: not only to deliver high quality COVID testing, but to catalyse the development and delivery of real-time, data-rich clinical testing using nanopore sequencing. This has the potential to tackle infectious disease and to reach into cancer, rare disease, and tissue typing/immunology.

[bamboo2] 28/1/2021 18:45

Press release
Clinical evaluation confirms high accuracy of highly mobile LamPORE test
Findings from large-scale technical and clinical evaluation of LamPORE COVID-19 test confirm high sensitivity and specificity.

Published 28 January 2021
From:
Department of Health and Social Care

Evaluation carried out by NHS trusts and universities finds test to be highly effective in detecting the virus in people with and without symptoms
LamPORE technology is highly mobile, with pop-up laboratories being piloted in Aberdeen, Telford, Brent and Newbury
A technical and clinical evaluation conducted by NHS trusts and universities has confirmed the LamPORE COVID-19 test, produced by Oxford Nanopore, to be accurate and sensitive enough to detect the virus in people with and without symptoms.

LamPORE test technology is a highly mobile and scalable solution – it can be operated in traditional laboratory settings, as well as smaller spaces. This means the technology can be quickly deployed to areas to provide additional testing capacity where it is needed for large numbers of people, alongside existing PCR testing capacity and community testing using lateral flow tests.

LamPORE uses swab samples in the same way as a traditional PCR test, but also shows high performance with saliva samples. The LamPORE test was assessed on saliva and swab samples from symptomatic and asymptomatic participants. With samples from asymptomatic participants, the LamPORE test was found to have an overall sensitivity of 99.57% and specificity of 99.4%, meaning the test is highly effective for testing people without symptoms in the community.

As well as detecting SARS-CoV-2, LamPORE is in development for the detection of other respiratory viruses at the same time, including flu and respiratory syncytial virus (RSV).

LamPORE technology is currently being piloted for use in mobile laboratories. In these pilots, pop-up laboratories which can process tests on-site using LamPORE technology have been set up in trucks which can travel to areas where there is a need for testing, processing up to 2,000 tests a day.

There are currently 4 mobile LamPORE units, deployed in Aberdeen, Telford, Brent and Newbury, being piloted to provide local testing services. This week, the first LamPORE mobile laboratory to arrive in Scotland started testing in Aberdeen, where it will move around to provide testing for those in remote locations. Pilots will continue into next month, followed by an evaluation of the mobile units.

LamPORE technology combines loop-mediated isothermal amplification (LAMP) and nanopore sequencing to provide highly scalable detection of COVID-19. The test is CE marked for usage with the Oxford Nanopore GridION device, which can process thousands of tests a day.

Health Minister Lord Bethell said:

With one in three people not displaying symptoms of COVID-19, broadening asymptomatic testing is critical to protect those at highest risk. Oxford Nanopore’s LamPORE test is another example of British innovation leading the way, and is an incredibly useful addition to our COVID-19 testing toolkit – delivering accurate results to people with and without symptoms.

The LamPORE mobile laboratories provide a new way in which we can respond to testing demand where there is most need. I am hugely grateful to Oxford Nanopore for their efforts in producing this technology.

Professor Dame Sue Hill, Chief Scientific Officer for England in NHS Test and Trace, who led the evaluation of Oxford Nanopore LamPORE test, said:

The LamPORE test shows very high sensitivity, so can be used for the full range of diagnostic and other use cases. This study showed it to be effective when using saliva samples from people without symptoms and it has the additional advantage of being able to detect other winter viruses, such as flu, increasing the scenarios in which it could be deployed.

Minister for Public Health Mairi Gougeon said:

I welcome the arrival of this unit, which will significantly decrease turnaround times for people being tested at mobile testing units (MTUs) and drive-through testing centres in the north east.

This follows the expansion of our community testing programme through the national MTU fleet, which is operated by the Scottish Ambulance Service. In partnership with the UK government, and through additional funding of £800,000 from the Scottish government, this fleet will grow from 18 to 42 by March 2021, with capacity to reach 84 communities.

We will continue to work with the UK government and local partners to improve access to COVID testing. However, it’s important to remember testing is only one layer of protection – all others, including vaccination and the FACTS guidance work to greatest effect when they work together, so it is essential people continue to follow the restrictions currently in place to suppress COVID to the lowest possible level in Scotland.

Dr Gordon Sanghera, CEO of Oxford Nanopore, said:

This remarkable study is a testament to the scientific teams who worked so hard over the summer to validate a new generation of diagnostic test.

We believe there are phenomenal opportunities here: not only to deliver high quality COVID testing, but to catalyse the development and delivery of real-time, data-rich clinical testing using nanopore sequencing. This has the potential to tackle infectious disease and to reach into cancer, rare disease, and tissue typing/immunology.

Background information
Read the full LamPORE evaluation report.


A brief summary of key findings from the pilot studies:

on swab samples from symptomatic patients, the LamPORE assay with RNA extraction returned a sensitivity of 100% and a specificity of 100%

on swab samples from asymptomatic patients, the LamPORE assay with RNA extraction returned a sensitivity of 99.6% and specificity of 99.4%

on saliva samples from asymptomatic patients, the LamPORE assay with RNA extraction returned a sensitivity of 98.9% and specificity of 99.4%

The Technical and Validation Group was established under NHS Test and Trace, inclusive of NHS and PHE experts and working closely with MHRA and research bodies. The technical and validation function considers manufacturers of SARS-CoV-2 (COVID-19) tests for viral detection and registers their interest in the national procurement process if their test meets, or are intended to meet the requirements of the relevant Medicines and Healthcare Products Regulatory Agency (MHRA) target product profiles.

The asymptomatic pilot study recruited 1,200 healthcare workers across 4 hospital sites:

University Hospitals Birmingham NHS Foundation Trust
University Hospitals Southampton NHS Foundation Trust
Hampshire Hospitals NHS Foundation Trust
Manchester Hospitals NHS Foundation Trust
A total of 3,966 swab and 18,435 saliva samples were collected as part of this study.

[bamboo2] 28/1/2021 18:34

Covid-19: No-swab saliva test finds symptomless cases
By Michelle Roberts
Health editor, BBC News online
46 minutes ago


People may soon be offered a "spit in a pot" coronavirus test, after promising trial results.

The LampORE test checks for the virus in saliva samples, and work carried out with the help of more than 1,000 NHS volunteers shows it is good at finding cases, even if someone has no symptoms.

Pop-up labs that can process up to 2,000 tests a day have been set up in trucks that could travel the country.

Four have already been deployed, says the government.

These mobile units are located in Aberdeen, Telford, Brent and Newbury. They will continue testing people in the coming weeks and the results will be evaluated to see how helpful the service is.

In the trials done so far, the LamPORE Covid-19 test, produced by Oxford Nanopore, was accurate and sensitive enough to identify people - in this instance, NHS staff - who were infected, with or without symptoms.

As well as detecting coronavirus, it could be used at the same time to spot other respiratory viruses, such as flu.

The test also has the advantage of not needing a swab up the nose or down the throat, which some people find uncomfortable.

The "gold standard" test for checking for coronavirus is still the one used by the Test and Trace service - a check called PCR, which does require a swab.

How does mass testing work?
If you think you might have coronavirus, you should get checked.

In the UK, you can order a test online at gov.uk or call 119.

Health Minister Lord Bethell said: "With one in three people not displaying symptoms of Covid-19, broadening asymptomatic testing is critical to protect those at highest risk.

"The LamPORE mobile laboratories provide a new way in which we can respond to testing demand where there is most need."

[bamboo2] 27/1/2021 08:18

Yesterday's potential turn looks like it will confirm today.

Complete guess, but looking at recent volume, and likely overhangs at both Invesco and Lansdowne, think it's possible we will see the end of forced sellers later this week.

RSI suggests stock is now oversold.

gla

[p1nkfish] 26/1/2021 19:52

Good idea Wetz.

All I can see is that pool of data growing. It's potential usefulness is massive and value could far outweigh any hardware value used to collect the data.

[wetpantz] 26/1/2021 18:45

P1nk, you’re right about the value that exists in offering a comprehensive genetic data analysis service. The market is vast, but I think the breadth of information is too broad for it to be captured by one provider. Much of the information is in the public domain and the scope is vast. ONT do have a fledgling data service but I think the most realistic future for this is to act as a platform where clients can access curated databases from specialist providers, e.g. for horticulture, human pathogens, forensics etc.

[wetpantz] 26/1/2021 18:30

Hmmm, interesting that Sanghera chose to be interviewed by Barron’s, suggests he is mulling a NASDAQ listing. If Cathy Woods picks up some ONT for her ARK genomics fund the share price will likely go stratospheric.

[edwardt] 26/1/2021 16:37

my guess is if they are not finished buying they have a certain grace period before disclosure or the sale was to multiple parties who are not subject to disclosure as they individually are less than 3% rule. i might be wrong ...

[bamboo2] 26/1/2021 10:52

Benchmark, re 762 29/12/2020 price gapped up at the open. This gap showed on the mid price based chart, but not on the last market price based chart.

It was filled yesterday. Onwards and upwards.

[bamboo2] 26/1/2021 09:35

Bottomfisher, It's not just the recent 7%. I can't account for who is holding approx 25% of the company [That is, of the approx 45% sold by forced sellers in the past 12 months]. The only explanation of this situation is that IPO shares are being accumulated in the background.

The update to 31/12/2020 should detail the position of significant holders.

[p1nkfish] 26/1/2021 09:26

Ipo need to go through the register and sort it out.

[bottomfisher] 26/1/2021 09:22

I find it disappointing that more than two weeks after Invesco sold a 7% stake in IPO there is still no idea of where the shares have gone to which perhaps explains the recent weakness of the share price. If IPO is so undervalued why is it not attracting the interest of serious institutional investors?

[bamboo2] 26/1/2021 08:12

eeza, Price also now into historical support zone and starting to look oversold.
Potential turn on my chart for today.

I hope we will soon see the end of the forced sellers.