Member Info for Brighty1

Plus don't forget on the M&A side of things Flutter Entertainment recently announced the acquisition of Sisal for £1.62bn. "This acquisition fully aligns with the Group's strategy of investing to build leadership positions in regulated markets globally". Takeover and licence chasing activity is good news for Webis and its shareholders. Good luck, Brighty

Absolutely and with all this exceptional news over the last few days on MT-RNR1 and the significant revenue and profit it could bring in to GDR's bank account don’t forget that we should also be hearing about:

* The GDR POC COVID-19 test. This was submitted for approval under the Coronavirus Test Device Approvals (CTDA) regulation

* Further distribution agreements for the GDR POC COVID-19 test. Already signed with Spain, Portugal, Oman and the United Arab Emirates. Plus further commercial orders as per David Budd’s comments at the investor presentation last week

* Roll out of MT-RNR1 in to other Hospital Trusts

* Sales contracts via Inspiration Healthcare for MT-RNR1

·* GDR Point of Care device for stroke management (which could be the real biggie....)

Positive news on any of the above would further electrify investor appetite for GDR.

Without a doubt the investment case for GDR is compelling moving forward and we could see the share price multibag significantly soon.

Good luck, Brighty

We have a £37 million Mcap currently. This could quite easily soar x 10 to a £370 million valuation. In the pharma sector that is peanuts. We are at the tipping point. The next stage is confirmation of orders and this will see the share price multibag bigtime based on projected future earnings. Plus which major pharma isn't going to be eyeing up GDR as a takeover prospect? Things are looking very exciting here moving forward. Good luck, Brighty

Quite right. There were some very favourable comments about a 200p takeover price in Investors Chronicle a few months ago. CFO Andy Parsons was quoted as saying “We are open to conversations from interested parties and conversations have happened. All we can do is to focus on ourselves – making our business better will increase the appeal to others.”

Of particular note was the comment: "conversations have happened". A takeover is what I'm expecting. One to watch.

Good luck, Brighty

42p today could be 420p in the not too distant future for GDR share holders:

* With a small mcap of £37 million and the fact that we operate in the multi BILLION takeover pharma sector it is very possible that GDR's value could sky rocket shortly. A £370 million valuation in our sector is peanuts.

* You will recall that last year BMS paid $13.1 billion for MyoKardia in Cash.

* A few months ago Pfizer confirmed it was taking over Arena Pharma for $6.7 billion in cash.

* Amgen paid $13.4 Billion for Otezla two years ago

* And at the smaller end of the spectrum UK pharma, Kymab, was bought for $1.4billion by Sanoffi last year.

* Right sector. Right time for GDR investors.

Good luck, Brighty

I would suggest that the stake building is due to a rich flow of news soon on many fronts from Guident, Salarius, Lucyd and Belluscura. TEK has huge potential to multi-bag from here. This could be 10 or 15 times higher, at least in the next year or so. Good luck, Brighty

With quotes over the weekend from NHS national medical director Stephen Powis, Professor Dame Sue Hill, Chief Scientific Officer for England, Minister for Innovation, Lord Kamall & Mike Hobday, Director of Policy and Campaigns at the National Deaf Children’s Society you have to conclude that purchase orders from the NHS will be the next RNS. Just look at these amazing comments in the NHS press release:

NHS national medical director Stephen Powis said: “The successful trial of this bedside test is fantastic news for the hundreds of babies – and their parents – who would otherwise lose their hearing when given this common antibiotic in intensive care situations. Through world-class innovation, the NHS is delivering cutting edge treatments to save and improve patients’ lives as well as delivering on the commitments of the NHS Long Term Plan.”

Professor Dame Sue Hill, Chief Scientific Officer for England and Senior Responsible Officer for Genomics in the NHS, said: “Genomic medicine is transforming healthcare, and this is a powerful example of how genetic testing can now be done extremely quickly and become a vital part of triage – not only in intensive care but across our services.
“It also shows the importance of thinking about how advances in technology can rapidly transform how we use genomics closer to care for our patients.”

Mike Hobday, Director of Policy and Campaigns at the National Deaf Children’s Society, said: “The National Deaf Children’s Society welcomes the publication of this important study. The introduction of a rapid test to identify susceptibility to deafness caused by the antibiotic gentamicin will be greatly valued by many families of newborn babies.
“Up to now the genetic test has taken too long to return from the lab to be useful for babies requiring urgent treatment but a rapid test will be a game-changer”.

David Budd, CEO of Genedrive, said: “There is a significant drive within the NHS to alert healthcare professionals to the impact of antibiotic-induced hearing loss and encourage them to consider genetic testing prior to initiation of treatment.
“It’s a great example of using human genetics to guide specific therapy, which is now taking front and centre in clinical management globally. The application of Genedrive’s technology shows how a rapid, affordable, point-of-care test could impact patients’ treatment and quality of life across this as well as a wide range of fields”.

Minister for Innovation, Lord Kamall, said: “Genomics is changing the future of healthcare – from detecting new variants of Covid to enabling more targeted treatment of illness.

“This innovative new test has the potential to prevent life altering and preventable side effects for babies and keep the NHS ahead of the curve in delivering state of the art care. The UK continues to lead the way in genomics expertise and is paving the way for earlier diagnosis of conditions in children and faster access to the right treatment”.

Good lu

Up 8p today already. Nearly at 100p. Should be 150p later this year with retirement Income sales up 25% to £2.7bn
and underlying organic capital generation up 183% to £51m in the latest figures. We are back on track.
Good luck, Brighty

The NHS briefing over the weekend was very significant. They are clearly going to back our innovation with orders. We are now on the launch pad to achieve similar meteoric gains in 2022 as these other pharma stocks:

NCYT 7p to 1210p in 2020
ODX 7p to 126p in 2020
AVCT 14p – 215p in 2020
SNG 6p to 240p in 2020
HEMO 1p to 15p in 2020
PYC 1.5p to 10.5p in 2020
YGEN 7p- 24p in 2020
N4P 2p to 16p in 2020
VAL 6p to 60p in 2020

Good luck all GDR shareholders. Brighty

Adieuk32, I would check out what Robert Hellwig was saying on the recent TLW webinar too. In a nutshell you are quite right that a re-rate is coming re the 10th May deadline. Just over 1 month away now, so expect positive movement in our share price up to then in anticipation. £1 by the end of 2022 is still my prediction and possibly higher subject to what transpires re 10th May. Good luck, Brighty

Having been a shareholder in WPP for many years I am a Sir Martin Sorrell fan through and through. He created significant share holder value for investors and it was a no brainer to buy into his new venture with SFOR in 2019 at 130p. Whilst I sold half my holding at 800p+ I will be holding my remaining 50% as the M&A activity over the last 3+ years has created a brilliant global business. Dyor as there is a risk element currently but the drop in share price looks over done. Good luck, Brighty

Having benefited from a x 8 rise in SNG from 26p to 208p and a x 20 rise in SAR from 0.38 to 8.2p these things do happen. You are right to also point out that many have slipped back. It's all about momentum and timing and GDR moving forward is a hot prospect for a monumental gain. The list below is a great example of what can happen though...

NCYT 7p to 1210p in 2020
ODX 7p to 126p in 2020
AVCT 14p – 215p in 2020
SNG 6p to 240p in 2020
HEMO 1p to 15p in 2020
PYC 1.5p to 10.5p in 2020
YGEN 7p- 24p in 2020
N4P 2p to 16p in 2020
VAL 6p to 60p in 2020

Good luck, Brighty

I agree. Mega rises happen with pharmaceutical stocks on AIM:

NCYT 7p to 1210p in 2020
ODX 7p to 126p in 2020
AVCT 14p – 215p in 2020
SNG 6p to 240p in 2020
HEMO 1p to 15p in 2020
PYC 1.5p to 10.5p in 2020
YGEN 7p- 24p in 2020
N4P 2p to 16p in 2020
VAL 6p to 60p in 2020

It is pretty obvious from the NHS briefing released yesterday that they are backing this innovation and therefore orders are going to be placed. This is the tipping point GDR investors have been waiting for.

Good luck, Brighty

I totally agree with you regarding GDR being a takeover target, especially now that we have the NHS validation today. This is a multi BILLION takeover sector that GDR operates in. e.g. Last year BMS paid $13.1 billion for MyoKardia in Cash. A few months ago Pfizer confirmed it was taking over Arena Pharma for $6.7 billion in cash. Amgen paid $13.4 Billion for Otezla two years ago and at the smaller end of the spectrum UK pharma, Kymab, was bought for $1.4billion by Sanoffi last year. Right sector. Right time. Good luck, Brighty

Yes, you are quite right to point out the meteoric gains of NCYT. People may have mocked you but the actual facts are that the following gains really did happen in our sector. I'm with you on this. Anything can happen with pharma shares.
See below:

NCYT 7p to 1210p in 2020
ODX 7p to 126p in 2020
AVCT 14p – 215p in 2020
SNG 6p to 240p in 2020
HEMO 1p to 15p in 2020
PYC 1.5p to 10.5p in 2020
YGEN 7p- 24p in 2020
N4P 2p to 16p in 2020
VAL 6p to 60p in 2020

If they can do it, then so can GDR.

We are now on the launch pad at 30p to achieve similar meteoric gains in 2022 and beyond. It is also worth pointing out that whilst the share prices of many of the above have now slipped back it is likely that the future share price gains for GDR will be maintained on the back of actual revenue and profit that will be generated from the purchase orders that are going to start flooding in. The NHS briefing release today was very BIG news. They are clearly going to back our innovation with orders.

Good luck all GDR shareholders. Brighty

A superb briefing from NHS England today. In summary it includes quotes from all the big hitters such as NHS national medical director Stephen Powis, Professor Dame Sue Hill, Chief Scientific Officer for England, Minister for Innovation, Lord Kamall, Mike Hobday, Director of Policy and Campaigns at the National Deaf Children’s Society plus David Budd, Just check out these quotes....

NHS national medical director Stephen Powis said: “The successful trial of this bedside test is fantastic news for the hundreds of babies – and their parents – who would otherwise lose their hearing when given this common antibiotic in intensive care situations. Through world-class innovation, the NHS is delivering cutting edge treatments to save and improve patients’ lives as well as delivering on the commitments of the NHS Long Term Plan.”

Professor Dame Sue Hill, Chief Scientific Officer for England and Senior Responsible Officer for Genomics in the NHS, said: “Genomic medicine is transforming healthcare, and this is a powerful example of how genetic testing can now be done extremely quickly and become a vital part of triage – not only in intensive care but across our services.
“It also shows the importance of thinking about how advances in technology can rapidly transform how we use genomics closer to care for our patients.”

Mike Hobday, Director of Policy and Campaigns at the National Deaf Children’s Society, said: “The National Deaf Children’s Society welcomes the publication of this important study. The introduction of a rapid test to identify susceptibility to deafness caused by the antibiotic gentamicin will be greatly valued by many families of newborn babies.
“Up to now the genetic test has taken too long to return from the lab to be useful for babies requiring urgent treatment but a rapid test will be a game-changer”.

David Budd, CEO of Genedrive, said: “There is a significant drive within the NHS to alert healthcare professionals to the impact of antibiotic-induced hearing loss and encourage them to consider genetic testing prior to initiation of treatment.
“It’s a great example of using human genetics to guide specific therapy, which is now taking front and centre in clinical management globally. The application of Genedrive’s technology shows how a rapid, affordable, point-of-care test could impact patients’ treatment and quality of life across this as well as a wide range of fields”.

Minister for Innovation, Lord Kamall, said: “Genomics is changing the future of healthcare – from detecting new variants of Covid to enabling more targeted treatment of illness.

“This innovative new test has the potential to prevent life altering and preventable side effects for babies and keep the NHS ahead of the curve in delivering state of the art care.
“The UK continues to lead the way in genomics expertise and is paving the way for earlier diagnosis of conditions in children and faster access to the right treatment”.

Good luck, Brighty

Spot on. There is a lot of M&A, licence chasing and consolidation going on in this space in the USA at the moment. This is why the WEB share price is just going to carry on rising over the next 12 months. It is certainly possible that Webis could multi bag quite easily to 40p in the run up to sports betting being given the OK in California & or ongoing M&A activity in the sector. As the Times article indicates it is clear that Webis is in the right place at the right time. This is what Denham Eke, Webis Chairman, said on the issue:

"USA regulated gaming is seen as the hottest subject at present in global gaming, and something of a gold rush both in the USA and, indeed, internationally. Non-USA and certain European companies are experiencing severe regulatory issues, as well as margin problems, and appear almost desperate to be a part of the developments in the USA. As a result, it should come as no surprise that WatchandWager continues to be courted by large corporations, and indeed smaller operations with a view to software deals, strategic alliances, mergers or even outright acquisition opportunities. Principally led by our Managing Director, the Board assesses each opportunity on a case-by-case basis. It should be noted in the majority of instances, the Board takes the view that "they need us more than we need them" and we continue to protect our USA licensed presence as a core asset. We are very aware of the increased consolidation in the industry and the economies of scale of strategic partnerships and will keep shareholders aware of any meaningful strategic developments with the Group, most likely in the USA, but possibly with international partnerships" -

Good luck, Brighty

Highlights from the article:

* Occasionally, children go deaf as a result of antibiotic treatment. Now a rapid genetic test has been launched to identify those who are vulnerable to such ear damage, so that alternative antibiotics can be given.

* The test delivers a result in 26 minutes, meaning it can be done quickly enough to guide what to do for babies with suspected sepsis, who need treatment as fast as possible.

* About one in 500 people have a genetic mutation that means that the antibiotic gentamicin kills cells inside their ear. This is thought to cause about 14,000 people worldwide to go permanently deaf each year.

* To check for the genetic mutation, most hospitals currently use PCR-based tests, which can take days to return results. Guidance for treating babies with suspected sepsis in hospitals in England says antibiotics should be started within 1 hour of doctors recognising that treatment is needed.

* The new assay, which Manchester University NHS Foundation Trust hospitals will start using routinely from next week, is faster because it uses a different genetic testing technique, called RT-LAMP. Made by UK firm Genedrive, the test was used in two UK hospitals. Of 526 babies who needed treatment for suspected sepsis, the test failed to produce a result in 17 per cent of cases, but it identified three babies with the mutation that put them at risk of deafness, who all received the alternative antibiotic, according to a recently published trial. “We have got three people that will go through life with their hearing intact that would have been deaf if they had not had this [test], says David Budd at Genedrive.

See the full article at:

https://www.newscientist.com/article/2314445-genetic-test-for-mutation-that-leads-to-antibiotic-induced-deafness/?utm_medium=social&utm_campaign=echobox&utm_source=Twitter#Echobox=1648798606

Genetic test for mutation that leads to antibiotic-induced deafness. A genetic test gives results in half an hour to show if a person may become deaf in response to certain antibiotics, so can be used for babies with suspected sepsis who need treatment fast.

Good luck, Brighty

I tend to agree with Hedgehog's compelling case regarding the investor opportunity of ODX moving forward. This has been an utter disaster for most share holders but there is still life left in this business if the management can nurture it. That's highly debatable given the shenanigans of the last 9 months. However, it is true to say that the Health and Nutrition Division's return to pre-pandemic revenue levels could be the catalyst to propel the share price significantly higher. Don't forget that the company announced recently that Health and Nutrition revenue increased by 62% to £4.17m and that this division has largely recovered from the impact of the pandemic. Plus sales of FoodPrint returned to pre-pandemic levels, increasing by 191% to £2.76m. If - and it is a BIG if - the management can develop this part of the business there is no reason why the share price cannot be many multiples of where it is today. Good luck, Brighty

Just look at the growth in users in 1 month from the latest GFIN tweet. Right sector. Right time etc for MOS investors. Here's a summary of the tweet.
* a record 16m users to its sites last month,
* GDM has seen some incredible growth in users & PVs over the last 30 days vs the previous period:
* Racing Games & MTG Rocks are up 25%
* Epic Stream has increased by 10%
* SiegeGG is up a massive 50%

I think ME and his team at MOS will be announcing news on several fronts soon including similar up beat growth in numbers and a surge in revenue. Watch this space as they say....

Good luck, Brighty