Member Info for bootnk19222

⸻

🔍 Key points from the broader context that matter

• The National Institute for Health and Care Excellence (NICE) guidance (draft at least) says: use laboratory-based testing; POC may be used when lab not available. 

• Implementation reviews (e.g., in Scotland via NHS Tayside) show POC genotyping in acute stroke already occurring. 

• The evidence base (via Clinical Pharmacogenetics Implementation Consortium, CPIC) supports CYP2C19 genotyping for clopidogrel in both cardiovascular and neurovascular settings. 

⸻

🧮 Implications for Genedrive & your position

• Since genotyping is now policy-adjacent and implementation discussions are active, this is a positive signal for Genedrive’s POC test — your target (national commissioning) is more feasible than if nothing were happening.

• The fact that major policy bodies (RCGP, NICE) are still emphasising lab-first means there is delay risk for POC being the default. So you’re right to expect a cautious rollout window.

• The earlier message (about “POC not in scope”) reflects a conservative reading of current policy drafts. But the RCGP paper means that reading is likely temporary, not permanent.

• Your trigger levels (6 p, 25 p, etc) remain valid: if you see movement from “lab-only” to “lab + POC”, then you’d move toward the bullish case.

⸻

🔮 My re-evaluated probability of POC national commissioning (given this statement)

• Without the RCGP statement: maybe ~20-30% chance POC becomes nationally commissioned first wave.

• With the statement: I’d revise that to ~35-45% — still less than 50% (because lab-first is still preferred), but materially higher.

• For full national commissioning of POC (not just local adoption): maybe ~30%.

• For staged rollout (some trusts adopt POC ahead of national commissioning): ~70-80%.

Connect confirm and feel empowered, what a complete load of utter bull…t. Just a load of woke jargon for we talk a lot and commit to jack all.

We also need to get rid of this bod, totally.

😂😂😂 happy birthday Royal

Hope you manage to get some shares on the dip slacker

It many aim companies have this kind of investment

I think I’d walk away and let the company go bust in march , when the cash ran out, if I owned 16% and just put up a 1 mil loan . 🙄🙄 get real slacker. The man has put his money where his mouth is. This must be a first and a bull signal. Now let’s get on the board where he can start getting rid of the weeds

They will take all mine, 2 mil

😂😂 amers really, 20p ? Strange how you appear and carrot is nowhere to be seen🤔. Same positivity unfortunately we need more than blind belief. We need an experienced trustworthy BOD with the integrity, motivation and ingenuity to role with the punches over the next few months. What we actually have is a million miles away from what we need. This still remains off the scale high risk with very little hope

⸻

🔍 How this relates specifically to Genedrive’s MT-RNR1 rollout

• The test has been piloted across multiple neonatal units and implemented already in Greater Manchester’s eight neonatal sites. 

• NICE issued conditional early value guidance, indicating potential cost-effectiveness but requiring further data before full routine adoption. 

• Genedrive has announced that Scotland is funding a phased nationwide rollout of the MT-RNR1 test via the Scottish Government (~£800K) independent of NHS England. 

• The NTD (via NHS England) currently lists the test for certain selected groups, but not yet wide routine neonatal use in England. 

Given all that:

• If NHS England restructuring causes commissioning delays, Genedrive might face slower uptake in England and missed revenue or slower roll-out in the NHS Trust and neonatal networks there.

• Conversely, if the restructuring leads to faster adoption of innovative diagnostics and integrates genomic/point-of-care platforms more centrally, then Genedrive could benefit.

• The fact that Scotland is moving ahead independently is a positive hedge: even if England lags, Genedrive will have a reference implementation and-case study that it can leverage for England and other markets.

⸻

📊 Implications for your investment / timeline (given your interests)

Since you hold Genedrive (GDR), here are some specific implications based on your timetable and trigger list:

• NHS England (England) rollout risk: If NE’s abolition causes delays, then one of your triggers (e.g., NHS phased rollout of MT-RNR1 test in England) may slip. That means the “share price move to 35p profit stage” may be delayed.

• Scotland / devolved nations advance: Positive rollout in Scotland might accelerate evidence generation and provide a near-term upside (ahead of England). This could support share price moves earlier than expected if investors prize the “first-in-UK” adoption.

• NICE / commissioning link: The conditional NICE guidance is a key step. Even though NE is being reorganised, NICE remains independent and is relevant. If NICE moves from conditional to full recommendation, that could be a major trigger irrespective of structural changes.

• Monitoring required: You’ll want to monitor announcements about NHS structure, budgets for diagnostics/genomics, MT-RNR1 commissioning decisions in England, any delays or new procurement frameworks. Also track regional adoption (e.g., pilot sites, neonatal units) and funding announcements (e.g., DHSC, NHS transformation funds).

The proposed abolition (or re-structuring) of NHS England (NE) could impact genedrive plc’s rollout of its Genedrive MT‑RNR1 ID Kit (“MT-RNR1 test”) in a number of ways — both positive and negative. Below is a breakdown of potential effects, risks, and opportunities. Note: this is speculative and depends on how the organisational change is implemented in practice.

⸻

✅ Potential Upsides for Genedrive

1. Streamlined decision-making – If NE’s functions are merged or re-organised under the Department of Health and Social Care (DHSC) or similar structure, there may be fewer layers of bureaucracy, potentially enabling faster national adoption decisions of new diagnostics such as the MT-RNR1 test.

2. Greater emphasis on innovation and personalised medicine – The MT-RNR1 test has already been conditionally supported by the National Institute for Health and Care Excellence (NICE) via its “early value” guidance.  If the restructuring creates a sharper focus on cutting costs and improving outcomes, diagnostics that can show cost-effectiveness (as this one does) may gain traction.

3. Regional or devolved adoption pathways could accelerate – For example, in Scotland the test is being funded via the Scottish Government and national rollout is underway separately from NHS England.  Genedrive may leverage this momentum to build evidence and commercial case that then supports adoption in England, even if NE is disrupted.

⸻

⚠️ Potential Risks / Headwinds

1. Interruption or slowdown in commissioning and reimbursement pathways – The MT-RNR1 test is not yet fully commissioned for routine NHS England use; it’s in evidence-generation and pilot stages. For example, the National Genomic Test Directory (NTD) lists the R65 test (MT-RNR1) but uses more limited eligibility criteria.  Organisational change could lead to delays in finalising commissioning processes, budget allocations, and contracts.

2. Uncertainty around funding and priorities – When major structural changes happen, budgets may be frozen or re-allocated temporarily, and innovation programmes can be deprioritised. If NE ceases or merges, there may be a gap before a new consistent funding/roll-out framework is stabilised. That could slow the NT-wide deployment of Genedrive’s test.

3. Potential for fragmentation and inequality – If national coordination is weakened, some regions may adopt the test faster than others. This could lead to patchy uptake, which may hurt economies of scale and commercial rollout plans.

Well it’s not because they’re Saints that’s for sure. There’s a lot of questions need answering.

Yep given this BODs track record nothing good is going on behind closed doors.

Looks like the pump is over, friends being allowed out?

I wouldn’t trust anything from this BOD, something is afoot

Yes I agree, we’ve seen enough unprofessional bull from this BOD. Would be nice to just once see them actually earn their inflated salaries, I won’t hold my breath

There’s always one thing guaranteed with GDR, what ever opportunity arises the incompetence of the BOD will shine through and make a complete f up of it

You’re right the potential of the product and the company is off the scale , unfortunately no PI in their right mind would gamble money on the incompetence of this BOD

Another F pilot, GDR won’t be around to see the eventual end to this one

If he turns out to be a bigger bulls..t.r than you that will be some going. You’ve been talking utter bull for a very long time, I just hope no one actually listened to you utter cr.p or they’d have lost a lot of money. Balloon