Member Info for Brighty1

ITV's BOD and Comms Team need to talk up how it is bucking the trend in a depressed advertising market. They need to proactively get the messaging ramped up to remind the market about our huge advertising revenue. The disconnect is incredible. ITV Studios accounts for over 2/3rds of our current valuation. However, ITV's advertising revenue is over £1 billion! This needs to be pushed by our BOD and IR people. It's not rocket science. It's called being bullish. ITV's MCAP is worth x 3 at least of where it is today. Our BOD need to get its act together and soon...

Good luck, Brighty

Exactly right, once we know how much of the multi million Devote pot GDR has managed to secure the share price will react accordingly. Currently, it's all smoke and mirrors but once GDR confirm the size of the funding (probably in the millions) this is when the market will respond. Don't forget too that there's huge annual revenue potential here for GDR's CYP2C19 ID Kit: For the UK it is £8.5 million based on approximately 85,000 strokes each year, EU = £93.5 million annually (based on 800,000 strokes per year), U.S. = £67.6 million (based on 700,000 strokes each year) and the rest of world market is worth £51.0 million to GDR annually. Let that sink in!.....

Good luck, Brighty

Exactly. These $2 Billion cash deals for small bio firms are becoming the norm in our space. The fact that Dice's DC-806 is targeting patients with moderate to severe psoriasis is noteworthy too. Sareum have made much of their plans in this area also. With 125 million people worldwide — 2 to 3 percent of the total population — having psoriasis it's a smart move. No surprise to see Lilly pay $2.4 Billion to gain traction / access in to this global opportunity. It certainly confirms a multi billion price tag for SDC1801/1802 and SRA737 for Sareum investors....

Good luck, Brighty

ABDX in The Sun and The Times today re Salistick. Reads particulary well for ABDX in The Sun...

https://www.thesun.co.uk/health/22741820/superdrug-first-saliva-pregnancy-test-would-you-trust-it/

https://www.thetimes.co.uk/article/punters-back-ladbrokes-operator-entain-after-upgrade-fcf3mhxwq

Good luck, Brighty

Looks like a "soft launch" in marketing jargon. We will probably start to see Salistick in newspapers, magazines, online, on the tv etc being written / talked about. Great to have the UK's most read paper, The Daily Mail today, with others no doubt tomorrow onwards. Then we'll get to hear sales news in due course...

Good luck, Brighty

Good to see Superdrug's top brass now pushing this in the media today. Onwards and upwards....

* Superdrug healthcare director, Caris Newson, said the pharmacy was proud to offer a new way for women to test if they are expecting.

'The first at-home urine pregnancy test was launched nearly 50 years ago and until now there haven't been many advancements in this category,' she said.

'We are proud to help our customers by bringing them this new, innovative product.'

Good luck, Brighty

A fantastic day for ABDX. Salistick to be sold in 400 Superdrug stores and via superdrug.com. The really exciting point is that Salistick is just one of many tests ABDX is bringing to market. It's also worth pointing out that this share can fly on news. Just look what happened in the seven day period from 17th August'21 to 24th August'21 ABDX went from 26.50p to 85.50p. i.e. A x 3 increase within 7 days. It's also safe to say that the UK's first ever saliva-based pregnancy test is a game changer for ABDX. The market is massive for home pregnancy testing: 12.5 million tests in the UK alone each year....

Good luck, Brighty

Doubt it. Sir Martin posted this just in the last couple of days about his Cannes presentation this coming Monday....

Sir Martin Sorrell

Executive Chairman at S4 Capital

Delighted and honoured to take the stage at the Cannes Lions International Festival of Creativity on Monday, 19th June to share my thoughts on how marketers and creatives can help brands unlock truly transformative growth. I’ll speak to the challenges brands face today, how AI will impact our industry (and the need for creatives) in the future, and what marketers and creatives must be doing now to capitalize on the digital revolution. Learn more below: https://bit.ly/3JbApke

Good luck, Brighty

Saliva-based pregnancy test on its way to UK high street

https://www.mirror.co.uk/news/health/saliva-based-pregnancy-test-way-28684273

World's first saliva-based pregnancy test which boasts of 95% accuracy to hit UK shops

https://www.express.co.uk/life-style/health/1705206/saliva-pregnancy-test-SaliStick-Salig-nostics-health-news

World's first saliva test to tell if you're pregnant is coming to the UK

https://www.mirror.co.uk/news/uk-news/worlds-first-lateral-flow-covid-29271390

And now ....the website at Superdrug today being uploaded (as per Muck165's earlier post)

https://www.superdrug.com › salistick

Discover Salistick online at Superdrug. Free standard delivery Order and Collect.

World's first Covid-style test to tell if you're pregnant set to arrive in UK

https://www.manchestereveningnews.co.uk/news/uk-news/worlds-first-covid-style-test-26295152

'It's not fiddly and messy': The world’s first saliva-based pregnancy test is set to hit the shops and it boasts it’s 95% accurate - Mail on Sunday / Daily Mail

https://www.dailymail.co.uk/news/article-11498977/The-worlds-saliva-based-pregnancy-test-set-hit-shops-boasts-95-accurate.html

The launch is obviously about to happen....

Good luck, Brighty

It's also worth noting the huge annual revenue potential here for the GDR CYP2C19 ID Kit, which is targeting the most common type of stroke:

* From GDR's RNS we know that the value to GDR in the UK of CYP2C19 (based on approximately 85,000 strokes each year) is £8.5 million.

* The EU market is worth to GDR £93.5 million EACH YEAR (based on the current 800,000 strokes per year)

* That the U.S. market is worth £67.6 million to GDR EACH YEAR (based on 700,000 strokes each year)

* That the rest of world market is worth £51.0 million EVERY YEAR to GDR.

These numbers are game changing for GDR and will easily eventually support a share price in the hundreds of pence and a market cap to match. Have a great weekend all GDR investors....

Good luck, Brighty

This is not a "day trader issue" Pogo001. It's an investment issue. On 8th Jan 2018 when the current CEO arrived we were at 168p approx. Since then we've had lows of 58p in September last year and ITV is down yet again today at 68.7p. ITV is a hugely profitable business but the messaging is poor. Until this changes the share price will continue to drift. In the real world any CEO that oversaw this kind of share price decline would be replaced. This is not the loss making Guardian our CEO is running these days, it is ITV....

Good luck, Brighty

Oh no here we go again. More headaches for shareholders. ITV would be better off proactively getting its IR messaging ramped up and reminding the market about our advertising revenue. The disconnect is incredible. ITV Studios accounts for over 2/3rds of our current valuation. However, ITV's advertising revenue is over £1 billion! This needs to be pushed by our BOD and IR people. It is being over looked by the market and needs to be communicated to the investment community and fund managers. We need an IR comms strategy in place to reinforce that ITV's advertising revenue is also humongous. When you add the ITV Studios and ITV free to air business together our value should equate to over 180p a share. Instead everytime ITV open its corporate mouth it hits the share price. I've said it before but we really need new leadership at the top and fast. e.g. our previous CEO and Chair, Adam Crozier and Archie Norman, were particularly effective for shareholders....

Good luck, Brighty

Interesting RNS today. GSK should have acquired SAR rather than SRRA or at least licenced the real jewel in the crown, SRA737, from Sierra when they had the chance....

Good luck, Brighty

* This is seriously fantastic for GDR.

* Devote has a budget of £100 Million up for grabs (of which apparently 1/3rd of this is for Manchester: £33 million).

* Don't forget that in addition to the actual funding inbound from Devote, which is likely to be in the £££ millions over a period of time for CYP2C19, GDR has confirmed that there is no grant income restriction to the size of the claim they can make re R&D tax relief. i.e. In addition to the multi million pound DEVOTE funding we could also be in line for a significant seven figure tax relief R&D payment to GDR. DYOR etc etc.

Happy days & this put the funding issue to bed...

Good luck, Brighty

Agreed. Plus, don't forget the guidance from ABDX that FY 2023 revenues are expected to be "materially higher than FY 2022". This is creating real confidence in ABDX.

It's also worth remembering that ABDX's founder and Chairman sold his last business, Cozart, to Concateno for £64.4 Million in cash. i.e. We have a strong and experienced management team at ABDX. In our sector big bucks are paid to acquire smaller rivals.

Another compelling attraction about investing in ABDX is that Salistick is just one of many opportunities for ABDX. They have a whole suite of other tests that are in the process of being launched and marketed.

Now that 15p a share has been achieved the next gap up is to the placing price of 25p a share, which could happen pretty soon with a positive RNS.....

Good luck, Brighty

Yes as with Google but if you scroll back on the LSE ABDX share chat to August 17th'21 through to August 24th'21 you will see the intra-day prices at the time of the posts. i.e. 17th August'21 at 26.50p with the x3 rise up to 24th August'21 at 85.50p. If we can hit 20p pre news then x 1 to 40p a share is a real possibility. This time though we should be able to stay in the 40p range on the back of further news before rising to our IPO 96p price (at least) on the back of increasing revenue / profit and contracts. Remember, we don't have the Govt / civil servants or the GLP messing around with our business anymore....

Good luck all ABDX investors, Brighty

ABDX up 25%+ so far today at 14.90p. A reminder that in a seven day period from 17th August'21 to 24th August'21 ABDX went from 26.50p to 85.50p. i.e. A x 3 increase within 7 days. This time, as opposed to 2021, we don't have the Gov't or GLP messing around with our business. Soon, the current ABDX share price will be regarded as a bargain. It's also safe to say that the UK's first ever saliva-based pregnancy test is a game changer for ABDX. The market is massive for home pregnancy testing: 12.5 million tests in the UK alone each year. The really exciting point is that Salistick is just one of many tests ABDX is bringing to market.....

Good luck, Brighty

ABDX up 15% so far today. If we can hit the 20p range on anticipation then it won't take much for it to x1 and hit 40p+ on news. I fully expect this to be back at its IPO price of 96p within 18 months. Anyway, next stop 20p.....

Good luck, Brighty

Conditional disposal of Taiwan laboratory....

Manchester, UK - 13 June 2023: Yourgene (AIM: YGEN), a leading international molecular diagnostic group, announces the conditional divestment of its Taiwanese subsidiary, Yourgene Health Taiwan Co Ltd ("Yourgene Health Taiwan"), to INEX Innovate Pte Ltd ("INEX" or the "Acquirer"), a Singapore based molecular diagnostics company focused on women's and fetal health for proceeds of up to $4m USD (approximately £3.2m

Good luck, Brighty

If the share price can be "managed" up to the 20p range on anticipation pre the launch of the saliva-based pregnancy test then it won't take much for it to x1 and hit 40p+. Timing is key here...

Good luck, Brighty