TPI research note on Integumen plc (SKIN.L) & Modern Water plc (MWG.L).

The technological collaboration, marketing and production agreement signed last month between Integumen (‘SKIN’) and Modern Water (‘MWG’) has already resulted in a significant joint product offering capable of uniquely addressing one of the world’s obvious current and post-Pandemic needs.

To date, investment markets have almost exclusively focussed on the human race’s most immediate demand – that of COVID-19 detection, diagnostics and vaccination – and so has awarded a significant premium to the wider healthcare development sector in anticipation of its potential to deliver on these ambitions. Recognising that the virus (or at least some mutated form of it) is likely to exist for many years to come, however, and that international governments henceforth will need to invest significantly in order to avoid similar future calamities, major new, long-term funding will become available to address these challenges.

Having rapidly combined their individual technologies, laboratory and customer experience, SKIN and MWG have now jointly developed a new, unique and particularly timely product – its ‘Microtox CTM and VIRIMID Artificial Intelligence Real Time COVID-19 Alert System’.

Using substitute agents for ACE-2 (‘angiotensin-converting enzyme II’) to capture the SARS-CoV-2 virus and Integumen’s AI-driven identification protocols, this offers an early warning detection system for governments, health organisations, utilities etc. seeking a rapid means to monitor, detect, geolocate and quantify COVID-19 in wastewater for hotspots of infection before reaching the general population, thus curtailing the spread of the virus.

Potentially this is the ‘right product at the right time’ for the current and post-Pandemic world, suggesting it could even become transformative for both companies.

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We would draw your attention to the various disclaimers in the document both at the beginning and at the end of the note. Retail clients (as defined by the rules of the FCA) must not rely on the research document. In particular you should note that the research document is a non-independent marketing communication. The analyst who has prepared the research is aware that TPI provides research to Integumen plc & Modern Water plc. Accordingly the research has not been prepared in accordance with legal requirements designed to promote the independence of investment research and is not subject to any prohibitions on dealing ahead of its dissemination.

The information in the document is published solely for information purposes and is not to be construed as a solicitation or an offer to buy or sell any securities or related financial instruments. The material contained in the document is general information intended for recipients who understand the risks associated with equity investment in smaller companies. It does not constitute a personal recommendation as defined by the FCA or take into account the particular investment objectives, financial situation or needs of individual investors nor provide any indication as to whether an investment, a course of action or the associated risks are suitable for the recipient.

Copyright © 2020 Turner Pope Investments (TPI) Limited, all rights reserved.


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