Thread by @TaylorQuant, JUST IN: PCR TESTING MARKET SET TO GROW UNTIL 2027Grand View Research [...]

JUST IN: PCR TESTING MARKET SET TO GROW UNTIL 2027

Grand View Research has analysed the global market and sees PCR swab testing growing on average 3.1% per year to 2027, while peaking. in 2024.

https://www.grandviewresearch.com/industry-analysis/covid-19-diagnostics-market

#NCYT #ALNOV #GDR #SNG #ODX #AVCT

This follows other institutional research reports, such as the US Homeland Security Diagnostic Analysis which sees the PCR testing market being worth over $22 Billion in the next 4 years, and all covid related revenue being over $1.6 Trillion. https://homelandsecurityresearch.com/reports/cvoid-19-pandemic-mitigation-products-market/

Novacyt will launch a new antibody test, possibly even tomorrow, but by Wednesday next week at the latest, and their covid portfolio alone will be a range of around 8 products + NPT equipment. They have positioned themselves centre stage, early on to capitalise on the pandemic.

They have high-throughput tests, regular tests, Easy-Covid tests, WinterPlex, and antibody tests. They have a global network and are working with UK Gov in a number of areas - care homes, NHS labs, Nightingale labs. Private partners - Astrazeneca, OEM partners & NPT sport pilots

#NCYT is about to turn the page and enter a new area. September sees the end of a a complete covid range, in all areas - even if a Novacyt test isn't being used - there is a high likelyhoood that their groundbreaking master mix is used - even by market whales like Qiagen (image)

Pretty funky image @Stevo04937960 dug this up last night. The group has tons of these now from all over the globe. This one tells us that Qiagen uses #NCYT mastermixes. We had the remarks translated - the test costs 25,000 Rial (£74). When Qiagen sells a test, we get a share

WinterPlex is on another level. Little competition, and the Polish distributors price it at £40 per test. That's highly competitive pricing for a flu/covid/RSV fast winter panel. Easy to sell a million a month. PrimerDesign margins are 85%. Fact. See #NCYT RNS last week.

Novacyt still has a number of covid related tricks up their sleeve however. We KNOW they're working with the UK Gov, and elsewhere, and soon the level of that involvement will be announced (Oct mid to late). But what you may have missed was something from today's leak.

You no doubt saw the names of 2 new #NCYT products leak by @Blad3sharp . Exciting, we all love a good leak. But did you notice anything interesting about them? Both are Novacyt's trademarks, yet we know Novacyt didn't R&D these, they've been busy working on WinterPlex and others.

So why is that curious? It means #NCYT just sneaked up and bought something, either an asset or just some. specific product tech, after validating it in-house. They didn't use a cash raise to do it. They hid the whole purchase until now, by NOT releasing sales/cash numbers

People have worried that #NCYT went quiet on sales, and negativity fills a void - but we know now the following for the silence:

1 - record breaking R&D speed on 5+ covid products
2 - secret acquisition of asset/tech to surprise competition
3 - UK Gov NDA's

How are we sure #NCYT are doing deals with UK Gov? Well aside from the CEO saying directly in investor emails that there's a reason they can't be in media now due to that, we also know Novacyt is a bit rubbish at hiding their involvement. Tons of leaks from video maker eg:

Yes look closely at image above - #NCYT NHS Support Video. He took that down pretty quick I can assure you. DHSC in this image below recommending Novacyt's WintePlex, BEFORE it was even released. Look who wrote the letter. Jo Martin. Yes, the Prof doing #NCYT Care Home trial.

And Stephen Kidd, posting hires for a new NHS Winter Lab - this is the Stephen Kidd who worked with Andrew Birnie from PrimerDesign to develop the NPT (near patient) tests. These labs will be doing flu/covid/rsv tests. This will be a BIG contract.

Speaking of hires - did you know #NCYT has hired over 50 staff in 2020 alone, and dozens are still in process. Many of these roles are NHS are support roles. One is even a UK Tender Support role. Samantha Stuart took this position last month.

All of this is the final chapter of an era for Novacyt however. The next chapter begins mid to late October as Novacyt lets the sales grow and the massive new team, partnerships and support crew handle covid. The company then begins the journey, as CEO said, to Mid Cap.

Novacyt will become a global market leader and grow fast by acquiring other companies. They will grow so quickly, as CEO said last week, that they will have sales in 3 new areas so that revenue will not drop off after covid. And they will continue to grow. £30 to 50 million pm.

Mid Cap companies need mid cap brokers, and Numis was brought in last week to facilitate an injection of cash, due to the stock being terribly undervalued due to the need to go quiet while the transformation took place. We will see a broker note, likely after II cash moved in.

What Numis specialises in however is moving money from US institutions and investing it in UK listed stocks. That's the sole purpose. of their NY 'NIS' office. They also moved Dominos PIzza from AIM to main market. Many of us want that too. Forget the past history on #NCYT.

None of it tells you anything about what will happen to the. share price, as the context is once in a generation. A windfall like covid for a first mover like #NCYT accelerates growth and acquisition opportunities by a significant magnitude. Re-rate to £8 to £12 is fair value.

And Novacyt will prove it not with silly RNS's to manage. share price and keep AIM shareholders interested - but by acquiring tech, assets, companies, and soon. New product releases in 3 key growth areas (see RNS). We will see first 2020 acquisition in action this week - Wed 30th

So enjoy the ride, and enjoy the RNS about to land for the 2 antibody products. Rare you get a company that gives you such a narrow window for news and tells you exactly what's coming. But that's what you get with this CEO. No fluff, just huge growth and rapid R&D. AGM 29th SEPT.

Latest Threads Unrolled: