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Davand,
Info is much appreciated many thanks :-)
I'm in no doubt the LTH 's here have done some research and understand exactly what it is that prompted NCYT to attempt to acquire. Its why the board is so quiet. :)
Kaeren, Just thought I would a little to maybe help one or two understand a bit more of Ranger capability.
Davand, I'm deliberately being unresponsive.
Posting 'stuff ' from my perspective as a NCYT holder would perhaps not be in my best interests. ๐
Ranger is great technology and gaining traction by the day. What he's basically saying is that Ranger can extract much more info from a much smaller sample size and quicker than anything out there today. It has the ability to quickly sort the wheat from the chaff so to speak and discard all the unimportant stuff they don't need in any sample analysis.
Very cost effective , for example now when a Nipt blood sample is taken it has to go into a special glass ( streck) tube.
They usually use two of these glass tubes at around $9/10 each for each individual sample.
Using Ranger tech, these blood samples can now use a EDTA plastic tube, which cost around $1 each and you only need one I believe.
So that's a saving of around $18/19 for every sample using Ranger and EDTA tubes.
Some of these labs do upwards of 100k + samples per year. So quite some savings in test tubes alone.
On top of that it's more accurate too.
There are other advantages , but it might be better to look on Ygens website to get a fuller picture.
This tech is unique to Ygen.
๐
Sorry about the link
https://youtu.be/pvtPNVhdlHg
Video no longer exists.
Here's a short clip of Matthew Nesbitt (entrepreneur and founder of Coastal Genomics) presenting the ranger tech at the Global Synthetic Biology Conference in May. Novel ,disruptive tech.
https://youtu.be/pvtPNVdlHg
No idea what this is , one they made earlier.
https://www.linkedin.com/posts/coleyancey_aacc-activity-7090703797093634049-o4Mc?utm_source=share&utm_medium=member_android
Inevitable Davand.
Captain, no I don't believe he is. He just wants to take them to task on a personal level.
Davand..is he likely to try and rally shareholders against take over ?
Captain, yes Andrew is still on the case. He's going after Rees and bod on a personal level.
I think many will wait a little longer to see if anyone else offers. Still a couple of weeks yet. In any case when push comes to shove majority will go with it imo, no alternative. There were a few irate pi that having previously said they would vote it down, have now said they will vote for it.
I expect the ii will do the same as they can't play the spite game. Their shareholders won't be happy if they did that .
Harchris...agreed...is that a first ? Lol
I still suspect the ncyt sp has been lifted by some ygen pi flocking over.
It looks to me that they have no alternative...
However I can sympathise with the way they have been utterly shafted. Tbh I would not want LR anywhere near a company I was in. Hopefully he gets the heave ho when the 6 months evaluation ends
Does anyone know if Andrew kennedy is still in the background ?
As a Yourgene holder with any sense youโd sell now if you think thereโs any chance the deal fails to go through (be it collapsing or voted down) as the SP will plummet given that scenario.
Quite difficult to work a closing probability model CSwag , what folks say they will do and when reality strikes are two entirely different things.
Most realise if no alternative offer and they vote against , they are highly likely to be sitting with dramatically reduced holdings compared to the offer price. Clock ticking .
Everyone impacted by regs , culture methods slow , the times they are a changing.
I don't see another bidder coming in now.
the worry is getting enough votes....as i have said before a lot of PI vote needed..some might vote against out of spite and others because they think they can force ncyt to up the offer.
would not be surprised if ygen have to come out and say take the offer or we go bust...there is no alternative
Tough competition in this space. Will be a difficult area to break into and the ceivdr ruling will slow uptake somewhat in eu and fda wont be easy to get for us market. UK market dominated by one player currently and their.multiplex has 6 rather than 4 targets and doesn't require any dna extraction. Total market for this assay in UK fully penetrated is c12-15m gbp. Around half of this is currently using traditional culture methods that will need to be persuaded to.move to a molecular assay.