Post From Inphobe Last Night14 Jan 2022 08:43
This was from Inphobe last night who posted this below
I'm aware that most posts get knocked one way or another here, but for the hell of it my purely personal thoughts (not predictions or advice and any info is purely my understanding) are:
AIHL, once this gets into guidance and is fully rolled out I think it's as much of a dead cert as anything can be in this business. afaict current testing before using aminoglycosides in infants is difficult and may fall short of best practice due to the difficulty of returning a test result in time. GDR's unique AIHL point of care test allows administration of the right antibiotic in the right timeframe. I believe it's already in PHE framework and we know it's been NHS tested (and we were told in use in a Greek hospital already).
Covid PoC, I think the speed, accuracy, and cutting out of a lab mean this has huge application for industries of all sorts (listed before). It's the covid testing product I'm most excited about across all the UK companies. If we have a covid product that will succeed I think it's this one. Not as easy to quantify as AIHL (which as I say is I think as good as it gets), but as you're asking I personally think it's got a 'DAMN HIGH' chance of sales and be fantastic if it does take off. I hope the Co is looking at multiple industries, EU countries, and avenues to market (ideally with specialist partners who cater to those markets).
Military assays. I half suspect we will hear about this during the year. Don't know when and have no certainty, but it was developed to US DoD specs and appeared to be included in their budget proposals (from what I could see for National Guard, US Navy, and one or two other branches (was it USMC, USAF?), cant remember, anyone still got that link?) Who knows, hush hush eh. This is in my unknown but might surprise category
PCR, I don't expect anything out of this! I think it's still being listed by BC, so I suppose it's POSSIBLE but not probable (given shortages elsewhere)
HCV, this one is actually a shame. The problem (aside from the Aussie lab's inability to quantify it on behalf of the WHO(?), which I believe given the other studies and trials (i.e. via UN I think) is as the company have said that lab's methodology), seems to be that the work on HCV is just not there at the moment due to pandemic, with the focus of NGO's, UN agencies, etc elsewhere and people and treatments (without which testing is pointless) just not there on the ground. Afaict anyway. Eventually, who knows, unfortunately HCV not going anywhere, but not right now it would seem.
Just my thoughts, corrections and complete disagreement welcome! What does that tally to in terms of quantifying chances? IMO very high, especially with AIHL and Cov PoC, enough for me to remain steadily invested.
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