Member Info for bakky

elementary mistake no doubt. But benefit of the doubt given, and probably an honest one!

CRO is big business it seems; info c/o ped;
The BRR media session didn't really say too much so just browsing to try to dig up info on possible market opportunity for our new YGS/CRO ...

The global market size/opportunity for CRO's stated as $39B (2018) and expected to exceed $44B (2021).

https://www.proclinical.com/blogs/2019-5/top-10-contract-research-organisations-cros-to-watch-in-2019

Seems impressive and at this stage of the company, we only need to capture a tiny teeny percentage of that to possibly make a big big difference. A case of watch this space methinks.

Cooper, I was hoping for 50p by this time next year, but I will gladly go with your plan. Can this really get to an mcap of £350m+ by year end? I suppose if they start knocking out those ''tens of thousands'' of samples soon plus all the other products, then who knows where we will be in 3/6 months.

can't see it myself!

SB, send T H/company an email to confirm or deny your query!

Raleigh, much obliged, thanks!

why are peeps selling now with the tender coming up? Must be right fed up lad!

be nice if they can hit 50/60 % or more of that 65k pipeline. Very achievable considering it's a great and much improved product to the original.

SB, yes I would hope they can maintain those sorts of figures of $450/500 a pop. However even if they discount I would think they can still manage around $375/400+ average across the board. I would expect my sales team to achieve at least 30% of that 65k sales pipeline. I suppose it depends on how good the registrars/others selling this product are.
I wouldn't think it's too hard a sell either, especially to the wealthier customers, and yes I think it is an annual cost, well it was to start with. What's $400/500 annually to most of these companies considering the protection they will get.
They could always tweak that if they needed to I guess.
A potential goldmine indeed!

I am happy to wait until Dec 2021 although I believe we could well be sold or in the process of by then. A lot will depend on Ablock imo. As I've mentioned it could do very well indeed if they hit anywhere near the 20k I expect them to.

Pretty much agree with you SB. I too will hang on as I am not looking to exit until we know how Ablock sales are doing, as I expect them to be very decent and bring in much gold. I still reckon they can get 20k + out of the 65k pipeline onboard, which will be great.
So I will wait until end of next year!

did Align use a multiplier of 21?

that'll do for starters! A while ago I was hoping for 50p for the end of 2021. Hopefully it will be a lot sooner than that.

so according to the last note from Align, pro-rata, if we can do 30k tests per month that will add close to 40p on the sp?

kilkenny, don't even know what crossramping is chap! Anyway it's a genuine question. Do Ncyt manufacture these machines in house or not?? If not, someone else is taking a big slice of pie, are they not?

how much of this is outsourced? Is someone else getting the bigger slice of the pie? Just what is left for Ncyt??

''tens of thousands of samples per month''

''Sales added, “The fact that there’s no need for cold chain in the delivery process also makes delivery of samples easier and helps keep shipping costs down. We are investing in our laboratory testing facilities to enable us to run tens of thousands of samples a month, and sample stability and supply is key.”

Genomics is the future of healthcare it seems! How appropriate we rns our offering yesterday.

(c/o chez)
Good timing or what for Ygen?

https://www.gov.uk/government/news/landmark-strategy-launched-to-cement-uks-position-as-global-leader-in-genomics

No!