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It’s coming home
https://www.icmr.gov.in/pdf/covid/kits/Guidance_COVID_testing_commodities_18062021.pdf
*The question marks after the 'Thanks' were meant to be thumbs ups.
Anyway, look forward to sharing any info i find on GDR with you all. All the best with your holdings here and elsewhere. Cheers
Thanks ????
Snoops here, Makes me think who that could be??
Only one names comes to my mind ;)
Welcome ElephantInvest. You will find many Snoops here too. Good Luck
Welcome, ElephantInvest, can't fault your analysis. Great to have another view!
I know the company stated in last presentation that delay on EUA was not anything to do with issues with the product itself. In any event, it has passed other approvals (such as ICMR recently, notably 100% sensitivity and specificity, also some good studies were listed by BC recently) with flying colours. I do THINK I recall somewhere reading (FDA townhall?) that the FDA have been requesting data on variant detection from manufacturers and I see GDR have been keeping up to speed with that on their website (GDR's being multi-analyte and confirming detection of latest variants I think we're good there). We do know they were heavily backed up last year and like to do their own analysis/process. Be interesting to go through and see how long some other products have taken (I think some others here did do some of that a way back?).
Agree on mcap by the way
Hi all, Have been following this board, thought i would join the chat, usually i just stick to twitter!
Anyway look forward to some updates from thr company soon. I know alot of you have waited for a lot longer. Some thoughts from myself :
1. Fda approvals can take time especially during current times, they are overloaded with applications. Saying that, I do find it odd that they haven't approved an eua for over an year!
2. GDR are a small player in a very very competitive market, but for me having Danaher partnership is key for them to be successful.
3. Company doesn't have alot of cash so that's obviously a risk (dillution from offerings etc), but they may go down the debt financing route as its cheaper.
4. I feel disease diagnostic industry will only grow even post covid, so if GDR can truly have a market leading product, it can go a long way.
5. Ultimately, it will be all about the sales amd revenue! So look forward to news on that front.
6. Why it caught my eye now is,
>sub 40m mcap,
>with partnership with bn$ company,
>ce markings and approvals in several countries
> a product which had near 100% effectiveness
>multiple pipelines (ie not just relying on covid)
Let's see how the next few months play out here.
Interesting read, especially about POC. BC hasn't been stupid in choosing GDR tests over others and seen the future demand. Once the current covid waves are subsided, POC will play a major role in lot of independent settings, such as GP practices, hospital admissions, schools, airports etc.
It look anothrr fomo Friday. I
Talking of Twitter where there seems quite a lot more GDR activity last few days, just seen these two links posted up, both worth a read for those genuinely interested in this stock
PoC:
https://www.mckinsey.com/industries/pharmaceuticals-and-medical-products/our-insights/covid-19-and-in-vitro-diagnostics-new-market-forces-at-play#
Covid and variants going forward next two or three years:
https://www.bmj.com/content/373/bmj.n1577?utm_source=twitter&utm_medium=social&utm_term=hootsuite&utm_content=sme&utm_campaign=usage
Saw that on Twitter inphobe. Thanks. For me, I don't have guts to jump out with a loss. It doesn't make any difference to me if the SP is 55p or 120p as I would have continued holding, waiting for pending (good) news and reach my target. I have bought a bit more at 63p but that's it. No more cash available to move here.
They can't Sally, check last presentation "We have been in a closed period since May due to insider information"
(That'd be may last year I guess, given presentation was in March)
The most annoying part is that there has been no reassurance from GDR and it has given opportunity to all the doubters to clogg up all the forums. This has made things worse for the SP. I certainly don't want any news for the sake of releasing it unless there is good substance to it but the best way to reassure the market is for BOD to buy some shares, even if it is a small number. Unless they have been barred from buying by somebody.
Hopefully, we will soon find out.
According to this poster sharing a shot from Bloomberg Sally, II holding has increased?
https://twitter.com/ElephantInvest1/status/1405838739654447105?s=19
Blox: you may be right but the frequency of sells for last few weeks has been regular and carefully balanced with buys. People like you or dave are not that many and are not that brave to keep selling irrespective of SP. Especially those with big numbers invested. I hope it is nothing but I don't believe that II share holding is still the same as in Feb/March.
I know swerves won’t see this as he has a thin skin and he can’t handle people with differing opinions but my god he is just like increase , you filtered people and it’s all you can say … WE GET IT
I’m pretty cynical on how things have been but I can’t blame Jace for how he feels it has been a tough hold
He is very negative but on the flip side there are people who are massively overly positive and think we should be grateful for our current performance and that we are killing it which are just as bad really
Week on week we are falling and the silence is deafening , hopefully we find out what’s going on either way soon the silence can’t go on for to much longer
No worries guy, I'll be sending you congratulations for sticking in despite frustration when (my view) we reach your target
(I've asked Jac about AIHL multiple times, you can check my posts, unlike you he's not replied on that as far as I'm aware. It's not a debate despite his cries of 'rampers', it's just relentless knocking of the CEO and Co)
I'm going with 2. It is 2.
Just joking Inphobe haha (:
Jace things don’t look great but it’s annoyingly become a long term hold I think , aihl will sort this out in time
Weird thing i find is though stuff the ‘derampers’ have said often gets repeated by someone else and it’s just ignored weirdly , nothing against Pacman but he was saying the board and DB need replacing and no one bats an eyelid , when I’ve said it I get told Im just trying to short or paid to say it.. madness
Apologies, is it 1 then? I mean you were predicting 40p today and still holding. Insults from you at this stage taken as compliments. 1 or 2.
I'll worry about people ramping when the SP is on a high, thank you.
he was telling us not so long ago he had invested 90k here not 60k
can't keep his stories straight
Surprised you haven't worn out that exclamation mark key by now Jace
Options:
1/ You are the worst investor ever seen, have spent months relentlessly deramping your own stock, and despite your predictions of doom cannot see anywhere better to invest
2/ you have been fibbing to us and hoping for other investors to sell to drop the price for your entry, short, whatever
Giving you the benefit of the doubt that you're not exceptionally dumb, see I'm nice like that, I'm going with 2. It is 2. We all know.
@jace No you haven't. No one would serial badger £60k of their own money like you have.
Is seller supply share drop low 20.000 R 30.000 share sells no see past hour .