Member Info for bapuk

In view of the Euros Finals last night, the London Stock Exchange postponed the market opening time to 8am,

:)

Dear all

Very exciting to be a sp holder here …expect there’ll be wild swings to sp like a rodeo, with trades selling out for quick 25-100% gain if bought sub 10p, bur just look at the market cap of this company and just this product alone deserve a much higher mcap! Wait till this mornings news spreads through all the big news channels then the so will gain traction along with sales!

Need more publicity than this:

https://www.thebusinessdesk.com/yorkshire/news/2110310-first-ever-saliva-pregnancy-test-developed-by-yorkshire-based-company

Eyes on the prize,

Bapuk

Dear David

This is amazing news and the importance of a NICE tag cannot be overstated.

As I’ve alluded to once before on this forum, I am an NHS Consultant in cardiovascular medicine (Cardiologist) and we use dual antiplatelet therapy (mainly aspirin and Clopidogrel) daily for acute heart attack treatment too. If there was a POC genotype test kit available with an NHS TA, it would be valuable for us to check the patient’s status so that we could use an antiplatelet agent that does not require metabolism like Ticagrelor.

I hope you’re looking into broadening the use of this POC for acute heart attack and acute leg ischaemia patients too with NICE, as there is a huge pool of patients worldwide who could benefit from such POC testing!

Well done GDR

Bapuk

Dear all
I recently came to know about this Accelerated Access Collaborative (AAC) method by which new drugs/diagnostics etc can get quicker route to NHS use/funding through this mechanism, rather than the Early Value Assessment pilot scheme which currently is how GDR have pursued this : I’m not sure if they’ve already explored this other option so I’ll email the company about it :
https://www.england.nhs.uk/aac/

Have a good Coronation BH all,
Bapuk

As mentioned, I have emailed the company directly regarding the potential wider use of Clopidogrel POC genotype testing in other acute medical settings whereby speed is of the essence (Cardiology and Vascular Surgical), and I hope their medical advisers will look into,

Thanks for the suggestion,
Bapuk

Dear all
I have not posted in years but sat patiently on my GDR shares, waiting for the day that the Clopidogrel genotype POC testing would become a reality.

Hence have not traded even when the hearing loss test is currently the focus of interest, with the predicable rise and fall of sp from the funding uncertainty- at least now that is out of the way, can look to add more gdr shares with the new ISA year :)

I note the company talks about the worldwide market for Clopidogrel use in acute stroke (and more specifically testing for genotype resistance) but we use Clopidogrel acutely every day worldwide for acute heart attack /coronary stenting and then chronically for stable angina and peripheral arterial disease patients (plus of course chronic use in post stroke patients). I say we in the sense that I am a hospital Consultant using Clopidogrel daily in my specialty, and if I knew that there was a NICE-approved Clopidogrel genotype POC test available that would tell me if my patients would be at greater risk of further events/stent thrombosis with using Clopidogrel than its alternatives (Prasugrel or Ticagrelor, everyone pretty much gets Aspirin alongside for a period of time, as per the term “dual antiplatelet therapy”) then I would be using this test daily.

This would be the case throughout first-world Medicine (US, Europe, Austalia, Singapore etc) in Cardiology, Vascular Surgery and Stroke Medicine (to name the main specialties who would want to acutely test for Clopidogrel resistance), putting aside the chronic patient market (some patients do not present with acute arterial thrombosis as mentioned, but if planning to prescribe Clopidogrel longterm would want to know it we’re going to be an effective drug for them).

I hope the company have medical advisers to guide them on this, I will post more at a later date,

Thanks
Bapuk

Oops, shoe= show!

Not sure what everyone was expecting in the POC RNS- if they had not issued an update on the last day of q2, there would have been bleating and if they do/did, also bleating! It’s not a negative rns, as some have pointed out the technical hurdles overcome is great , and it may be best in class. Surely no one was expecting sales of POC product now!

The main near term revenue drivers will be sales of the lab PCR test vis BC/Divoc/etc and AIHL test launch plus more US DoD sales ,

Imho
Bapuk

Firstly, I wish to reiterate thanks to Cwalsh for giving us all the heads up re Divoc/import licence ..who knows if the RnS would have been forthcoming today, if not for that, as most companies don’t release good news on a Friday imho.

On the one hand, that fuelled the meteoric sp recovery to touch 80p this am (I won’t say rise, since for most of us, getting back to 80p, that old placing price, is the least we would expect) but that also meant a lot of daytraders (who monitor top-rising shares of the day to benefit from momentum trading) bought in this am...then when the rns was released, the hot money sold: the low number of shares in issue just accentuated the rise and pullback.

I guess the CEO wanted to dampen/rein in expectations with his RNS , so he could be seen as a responsible CEO...bit like ODX CEO did some months ago (and got slated by PIs for doing so). But there is another reason I fear he may have done so...I don’t wish to be regarded as a deramper (anyone who views my posting history are GDR on this bb can see that I’m not, and have been a holder since early last year, buying up to the heady sp of almost 300p and down to where we are now) but if there is a placing being worked on in the background (to continue financing the company if sales are not anticipated to cover costs ramping up AIHL rollout etc), then he can’t let the sp run to 100+ p, then announce a placing at eg 50p...it would look like the placing were at a 50% + discount, which would not sit well. Whereas if the sp is kept around this level, then placing done, then all the good news released sequentially, the sp would rise past 100p, everyone happy (IIs taking part in placing, and PIs) as all is forgotten/forgiven once the sp is motoring north.

I remember taking part in that oversubscribed placing at 80p and being “grateful” to get a paltry number/%of my original holding in placing shares at the “discount” price of 80p, relative to the prevailing sp at the time. Will allow myself a wry smile about that one day...:(

Anyway, have held and added since then on the way down (below 80p) as I believe like the other LTHs here that GDRs range of covid and non-covid products far outweigh their current mcap, just need the various elements to take off ...soon. I don’t view another placing as negative, if it allows the company to deliver on these products in the near to medium term...just so long any placing is not at a vast discount or large dilution relative to current number of shares in issue.

There is a light at the end of the tunnel for PIs who have average SP holdings at the 100p mark, as if GDR plays the newsflow right, then market cap should reach/justify x3-5 current market cap...
Imho
Bapuk

Hi all
Doesn’t seem to be a specific GDR issue today, as odx, avct, Ncyt etc also in red territory today (despite Ncyt being up 15% after rns this am, and turning a healthy profit)

Seems sentiment down on covid testing...either that or all the overleveraged cryptocurrency traders having to sell shares to cover their crypto losses!

Keep the faith,
Bapuk

Dear all
In this “news lull” for GDR, it’s interesting to look at the RNSes being released by competitors (some will be invested in these other companies too) like AVCT and ODX today re their PoC antigen tests ...I think the the ODX/Mologic test with sensitivity of 85% is poor, risking covid spread if punters were allowed to enter a venue on that basis alone....whereas the GDR PCR PoC test should be a whole lot more reliable.

We should be getting an update this month on the latter, as according to the Half Year report RNS released in March:
“ In October the Company announced that Genedrive® chemistry had been adapted to detect the SARS-CoV-2 virus direct from saliva, within 15 minutes for positive samples, and a full negative cycle taking approximately 20 minutes. Our intention is to develop this test to full manufacture on the Genedrive®. Variable behaviour of external commercial synthetic COVID-19 controls in the POC test development has resulted in some delay in our release timing. Despite this technical issue, we have identified complementary approaches and are focussed on releasing a product in calendar Q2 2021 with differentiated, core performance features based on either saliva or swabs that we believe will provide competitive advantage. We continue to plan a two phase release, with the second phase migrating to bead based chemistry to reduce costs and increase scalability”

Let’s hope for good news ASAP on both the lab-based and PoC tests,

Gla
Bapuk

Well, just because there isn’t an RNS at 7am, doesn’t mean there isn’t going to be one later in the day - just see Avct rns at 10:36 yesterday etc etc.

Not that I’m predicting one today, just saying’...for those over-exposed/gnashing their teeth,

Imho
Bapuk

Sorry for all the typos - Hearing test, not Hearing year and GDR, not GFR!

Bapuk

Well, GDR have been building it all for awhile (HCV test, Hearing year, Covid PCR lab test, etc ) and now the seeds have germinated, each one ready to harvest (sorry I’ve mixed many metaphors here!)

“Achieved 100% sensitivity and 100% specificity in the performance evaluation conducted by the ICMR“ - not many can say that about any test...in any industry known to man....must be proud to be a GFR shareholder.

Time for mcap to multiply, and for us all to reap our rewards!

Imho
Bapuk

Following the recent RNS, the MHC test kit appears now as available to buy on Boots online , retailing for £95: (I’ve taken the web address Boots dot com out of the link):

https://www........./myhealthchecked-at-home-covid-19-pcr-swab-test-kit-(for-general-use-and-fit-to-fly)-10295700

Best part is one can see how many test were bought online in the past 24 hours on the webpage message strip which appears when browsing !

...the mcap for GDR, with all its varied manufactured products (not just covid-related) and MHC (just had rns to sell third-party covid test via Boots) are virtually the same now!

Just shows how crazy undervalued gdr is,

Imho
Bapuk

According to Sky news just now, BoJo will announce the following:
“Though Mr Johnson rejects the term "vaccine passports", on the Bank Holiday he will announce a system for "COVID-status certification" which could allow people to return to top-level sport, theatres and other public events.
He will say that over the coming months a system will be developed which will take into account three factors : vaccination, a recent negative test, or natural immunity determined on the basis of a positive test taken in the previous 6 months”....

Seems the logic of the latter is not based on good science, as we know some people with previous covid infection/antibodies lose their antibody levels more quickly than others eg after 3 months....better if the government changed that to positive antibody test in the last x weeks...would be good for ODX/ abc-19 but covid testing is certainly going to be around for a long time, to open doors to travel etc and ODX will have huge demand to satisfy with all it can manufacture,

Imho
Bapuk

...best not to respond on those threads. The agenda of the poster is to keep the subject header at the top of the reader board to dissuade other potential PI investors, even if they claim to be investors/shareholders themselves.

Of course if they are short-trading this stock, they need to capitalise on any perceived fault before FDA EUA or European MOH news lands anytime, which will blow their short out of water ...dangerous game to play.

Imho
Bapuk

I may be wrong, but I think what DB was saying is that GDR are the applicant in the FDA submission, so the FDA deal with them, not BC ...but if they re-submitted instead a product where the Instructions of Use included some BC hardware, then BC would be directly involved in the (re)submission.

Not that I understand all this, someone with better knowledge of the US regulatory processes may be able to explain why it’s taking so long.

Still, a traditional brown envelope or BC schmoozing behind the scenes should help the cause ...
:)
Bapuk

Some posters have materialised in the last 24 hours (since the RNS) to spread as much negativity as a Dementor...

They can’t be altruistic posting countless messages to “save” unwary investors from “rampers”...they’re in it to get the sp down as low as possible for their own pecuniary interests!

Imho
Bapuk