Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Can u look this up on fda site ? I have tried but not getting anywhere.
Agreed
Pretty much get a 2 bag on FDA approval imho back into the 20p area where is has been before.
Tqhussain nice find kind thanks .
I am confident it will be a positive outcome and articles like the one below help understand why.
https://www.sciencedirect.com/science/article/pii/S2666667724000291#tbl0002
Fomo
Next trading day april 2nd buyers jumping in b4 FDA announcement?
Looks leaky RNS and it's a 2 bag minimum imho
Happy Easter all
Yes nice post either way holders should do well from here in
Just shows how some are under researched on value stocks.
Two other little gems I like are MTL debt free and URAH
the latter is just on verge of Emerald production and the former will be trading on a PE of one
Bonkers
I have had the same thoughts myself @dusterinmong and getting evidence of revenue streams quickly would help the negotiations in our favour further down the line. I mean if you were one of the big US Pharma companies watching Geni with a series of first in class products having already done all of the field work and research that can operate with potentially huge cash flows and low overheads attack one of the largest potential patient markets in the world and you wanted that business badly when would you make a bid. Sometime shortly after approval is secured and before they get so big that you need to make one huge offer above existing sp. This would also give the right company direct access to patients requiring therapeutic drugs to deal with patient situations and increase that therapeutic drugs exposure to the market. All speculation I know but stranger things happen.
Can't see it staying independent big pharma will want it imho
A little gem indeed @dusterinmong with lots going on in the next few weeks.
LipidinCode was launched in the US with an addressable market of $1.8Bn and with a serviceable market for us of $240m.
We have CLFS pricing of $1198 / average which allows us to be very competitive in our pricing to take the largest market share possible. Geni are pushing expansion into tier 2 targets now with a very good conversion rates with the sales force strategy.
Regards Cardioincode the American Heart Association AHA/ACC are now considering guideline changes for PRS to stratify patients at high genetic risk using polygenic assessment testing.. The addressable market for this being $10.5Bn and our serviceable market for CIC of $4.5Bn. During the ongoing consultant experience programme Geni have been seeing growth of 20-30 accounts per Quarter and see this continuing into 2024-2025. The Clinical Lab Fee Schedule for CIC Score is at $760 / test. About half of Physicians would order CIC if covered by insurance for those in the low to intermediate risk categories. Therefore if my calculations are correct this could equate to 8.8m prescriptions @ $760/test = $6.46Bn potential.
Geni are also set for preliminary US introductions of ThromboinCode in Q2 2024 and SUDDinCode Q3 2024 and similarly into the UK NHS.
Expansions are predicted into other AHSN regions within the NHS for LipidinCode after success in the NE AHSN. Talks are already progressing in the West Midlands and Barts London. I expect that patient numbers within these regions will be higher than existing NE region where revenues are approx £40-50,000 / month are being achieved.
Revenues from Germany for LipidinCode should start to show in the next financials as will other expansions in Europe.
Mr. Matthew Walls stated that Genincode now has a strategy for rapid revenue growth over the medium term and we should see this leading to breakeven position by mid 2025 and profit driven from then on.
So exciting yes and undervalued, well we all make our own minds up but with FDA approval expected shortly then I certainly want to be holding GeninCode. DYOR and GLA Swissy.
Yes a little Gem this one still under the radar of many should be over 10p now in a normal market
FDA opens up a lot of revenue
As news flowing in, I think the SP reversal has started. Zak predicted 8 short term and with more news on CIC fda approval SP likely to go back to 25 and higher.
https://www.medicaldevice-network.com/news/uk-nice-backs-use-of-genincodes-test-for-ovarian-cancer-surveillance/
GLA
Octopus increased their holding over 16% in January. They must have done their due diligence on Geni’s projects.
CIC’s fda approval seems to be sure shot considering that it’s a unique polygenic, patended in-vitro diagnostic test used to assess an individuals inherited (DNA) genetic risk of Coronary Heart Disease. The test is based on published clinical evidence amassed over the past 15 years and combined with traditional clinical risk provides a comprehensive risk assessment of Cardiovascular Disease (CVD) for use in primary preventative care.
Still cheap to get in. I would say get in and hold and we will be rewarded, in my view.
If she drifts first lot 5p hopefully she holds . Not complaining as last week it was 3,5p and yes i know a lot higher before xmas . GLA our time will come
Invested after doing research. Looks promising.
GLA
Good company good products
Could do very well from here 25p This year or more
This was an old post by Diversified on 10th Sept 2021 @ 18.52 Page 19 on this BB.
'@Stifel initiate coverage for @GenIncode with a BUY rating - "With US launch planned for 2022 and potential for sales to reach $225m by 2028E, we see significant upside to the shares." Target price 175p #GENI.
Now we know that the timelines have altered overtime but we should be getting close to launch with good news soon. Yes we have had dilution since this post and the sp at the time was higher but it does indicate a very early indication of potential expected sales going forward ( although historic indications). I'm just glad that I found the broker target price that I wrote about earlier this week and I'm not going mad!!!! no comments on that please. Just use the info as historical BB interest as Geni have moved on since. DYOR and GLA Swissy.
Not just in terms of making profit on our investments; it will be a breakthrough in managing future heart care management!
GLA
I know. It’s fully understandable to keep such things secret at this time to avoid market fluctuations. It’s just my curiosity 😊
From what I have read and seen so far, I don’t have any issue in trusting Geni. I strongly believe it’s going to be a game changer !
GLA
This was to your question Superda.
A lot hinges on the FDA approval of CIC.
A lot hinges on the FDA approval of CIC.
Lipid test generated £950K in 6 months with sales mainly from Spain. Now we have nhs on board plus the USA market soon.
As we know from RNS dated 19/07/23, Geni is working in partnership with Medstar heath in US trialing CIC. I was looking for updates, but can’t find much info. I have seen a link about them opening clinics, but I can’t open the link.
https://www.baltimoresun.com/2024/03/04/medstar-patient-centered-focus-cardiovascular-outpatient-center/
Highly recommend new investors read the last interim report. You will get a good idea of what's coming up and also well the company has done in getting products to market.