Member Info for CooperD

Pacman,

from the trading update:

Travel disruption has had an impact on our launch in the US, where we do not have local teams in place yet, and whilst we are recording our first revenues in this key market, we do expect further orders to be fulfilled in the new financial year.

Looks like sales have been happening so any requirements that we needed must have been obtained?

Florida, bakky,

great points and as mentioned earlier we are deemed to be one of the major players in the space to benefit from £billions from a growing market.

I posted this earlier but incase it was missed worth putting up again.

RE: Worldwide01 May 2020 08:06

Yourgene Mentioned along with the behemoths of the sector and classed as a major player in the NIPT market.

The global non-invasive prenatal testing (NIPT) market is estimated to reach USD 7.3 billion by 2024 from USD 3.9 billion in 2019, at a CAGR of 13.5% during the forecast period. Growth in this market is driven by the high risk of chromosomal abnormalities with increasing maternal age, growing preference for non-invasive techniques over invasive methods, improving reimbursement scenario for NIPT, and increasing awareness of NIPT. However, a dearth of skilled professionals is restraining the growth of this market.

The major players in the global medical device reprocessing market are The NIPT market is diversified and highly competitive, with a large number of players competing for market space. The prominent players in the market are Illumina, Inc. (US), Thermo Fisher Scientific Inc. (US), GE Healthcare (US), BGI (China), Agilent Technologies, Inc. (US), F. Hoffmann-La Roche Ltd. (Switzerland), PerkinElmer Inc. (US), Laboratory Corporation of America Holdings (US), Natera, Inc. (US), and Yourgene Health (UK)

Good day to you, I'm not invested but often look in due to being invested in Ygen and thier manufacturing contract with NCYT.

I don't understand why anyone would be jumping out of this stock to chase others who don't have the orders, the approved test kits and the money hitting the bottom line. Not to mention breaking into new revenues streams on a global level.

For me it would seem prudent to hold your shares and forget about the day to day fluctuations.

No advice intended and not meaning to sound patronising but you have a great company earning millions of recurrent reveune. Seems crazy to chase another company who don't have anything hitting the bottom line.

Good luck and i'm sure you will all do well from here.

Steve,

aplogies, I didn't realise mate. Well, you'll know better than me the potential. Can't see us at this level for much longer. Too much good solid business being done behind the scenes.

atb

Steve,

you are spot on, there's two ways to make money during the pandemic and it's manufacture or own the ip. Either way with the scale of testing required around the globe it's a good earner. It's also money now and adding to the bottom line unlike so many other companies on AIM. We are making money from our manufacturing right now.

Not many can say that :)

Once again though. It is only a cherry on this cake.
So much more to this business than covid 19 testing which is a bonus for us.

Maxplus,

the covid situation is a side show. It's a bonus if you like.

We are invested for the core business. We obvioulsy welcome any addiotnal covid business but it's not an issue for us on the way to a Mcap of £500 mill ==

interesting position considering the role within the covid 19 space. The postion may be related tour core business but worth consideration.

Clearly in vitro diagnostic tests are a critical part of the management of this outbreak of COVID-19 and the IVD industry will be supporting the UK public health authorities and the NHS to ensure there is appropriate testing for our population. Links to advice for businesses and individuals can be found at the Gov.uk website here and are regularly updated as soon as information is available.

Yourgene Health

@Yourgene_Health
·
2m

We are looking for an Automation Scientist II. This person will design, implement and optimise the automation of in vitro diagnostic products and services. If you have the right skills and would like to join the team, please get in touch. https://bit.ly/3fajjTd

obelix,

I get what you're saying, it's the best time to buy. Feeling the confidence and that comes with the knowlledge this company is in a great postion going forward.

Good luck on getting another batch here, hopefully you get the chance soon. Once we get over the hurdle of the seller and the CE mark being granted we will be well on the way. atb

Pacman,

yeah, so many with no meat on the bones. The way to make money in the covid spsce is to own the IP or have the skills to manufacture. We fall in to the latter and are seeing the revenues hit the bottom line now.

That keeps me content and it's money in the bank as the share price will re-rate once we are updated on it. Lyn also stated we are well positioned to work with other companies in the covid 19 space so we could see more contracts in due course.

He did also state that his focuss is on the core business and it's on track to achieve what he has set out to 18 months ago.

Yourgene Mentioned along with the behemoths of the sector and classed as a major player in the NIPT market.

The global non-invasive prenatal testing (NIPT) market is estimated to reach USD 7.3 billion by 2024 from USD 3.9 billion in 2019, at a CAGR of 13.5% during the forecast period. Growth in this market is driven by the high risk of chromosomal abnormalities with increasing maternal age, growing preference for non-invasive techniques over invasive methods, improving reimbursement scenario for NIPT, and increasing awareness of NIPT. However, a dearth of skilled professionals is restraining the growth of this market.

The major players in the global medical device reprocessing market are The NIPT market is diversified and highly competitive, with a large number of players competing for market space. The prominent players in the market are Illumina, Inc. (US), Thermo Fisher Scientific Inc. (US), GE Healthcare (US), BGI (China), Agilent Technologies, Inc. (US), F. Hoffmann-La Roche Ltd. (Switzerland), PerkinElmer Inc. (US), Laboratory Corporation of America Holdings (US), Natera, Inc. (US), and Yourgene Health (UK)

Hickson,

we are very well looked after with this stock and will see the rewards soon imo.

Hickson,

Fair points and I understand the desire to see us grab the moment. What I would say is that we have. We've just not shouted it from the roof tops like the rest of the plays on AIM. If you go over the rns and listen to the various snippets from interviews the picture becomes cleaer. Our CEO is happy to get in to the covid 19 situation but his top priority is the buy and build strategy that was initiated 18 month ago.

The covid action is a great distraction and it's providing us with instant revenues due to the speed we were able to act.
We have also stated that we have capcity to take on manufacturing for other companies in the space and not just the UK but globaly.

The Ceo is not looking for a market reaction per say, it's more of a yes, we can do that and we get on with it.

I seen one of the hyped companies (won't mention their name) got a 16:30 rns with final results today. It's reads like a bombscare and it's current;y sitting 10 x higher than this time 3 weeks ago. They have nothing, they generate no income and won't make a penny anytime soon but it's 10 bagged and will most likley fall right back down again.

We are the complete opposite, we are manufacturing covid test kits, we will be speaking with other companies in the same space. We are flying, we are making money, our core business is tapping in to the US market which is huge. So much going on for us.

The covid is a side play to the core business and the CEO seems to be of the oppinion that we don't need to shout about it.

We will most definitely hear about it in due course and the additonal revenues will provide us with a healthy re-rate.

Bakky,

it's actually frightening reading your post and not in a bad way. it's just because you mention only one aspect of the company but it's huge on it's own.

We are now about to make huge strides in the shape of revenues from the NIPT sphere but as you say, the hard work has been done and they literally have customers awaiting the announcement ot the CE mark before the product goes live throughout Europe and then expanding into other markets.

What next you say.....all I know is LR is on a mission, a buy and build mission.

One more thing worth mentioning with regards to the covid 19 space atm.

The platforms that Ygen use for our own testing kits are fundementally the same as the kits used for testing covid 19. We have been able to transform and step up as required very quickly due to that fact. It also means that we are able and have capacity to assit other companies in the same space. So, there is potential for further deals with other companies and not soley just NCYT.

Also we can do this whilst carrying on with BAU

Worth mentioning.

Evening swooped. Yeah, it can happen and especially due to the fast moving covid 19 situation. I wouldn't rule it out but the name of the game here is the huge potential for growth and exspansion. it's a keeper in other words and if we get a boost from the covid 19 situation then all the better .

What I would say is:

The company has been low key with regards to our part in manufacturing the covid 18 test kits but the snippets of information that can be gleaned point towards us doing very well from this contract. Obviously the contracts net worth is anyones guess as no figures have been released but acting on what we know we can say we are generating revenues now and not later, we are hands on now with tanigble products that are selling in the millions.

I will be clear and state that product (covid 19 test) is not our product but we are assisting with the manufacturing and components of the kits which is generating reveunes. Another point worth mentioning is the scale these test kits are required means I'm sure we will have our hands full. If you check the NCYT RNS from yesterday you will see the numbers and reveunes from their perspective. We only need a small % to make a significant material difference.

Elon,

agreed, steady growth with the excitment of the fast moving covid 19 situation means that news can come at any time.

As pacman stated earlier, they're constantly hiring indicating the rapid acceleration of the growth and customer base.

Things are moving at a good pace atm and there's lots more to come.

Looking back to the core business and the approval of the CE mark, we will be able to really start and push the IONA test throughoout Europe. It doesn't stop there though we then intend to request regulatory approval in other countries increasing our presenece further in to new markets.

The first stage after approval is Europe though and that alone will be a significant driver of growth going forward.

To sum up, it's definitely exciting times on many fronts.

Natdan,

Scouts honor, i'll be on my best behaviour.

The prospects are so good though and it might look like an advertisement but the reality is when you start digging in and looking at the potential it's very exciting.

Pacman

agreed, it's allowed us to aquire a good holding at a solid base. Saves you paying the premium when the mm are desperate for the stock which always happens when the price is on the move.

bakky

I thought the same to with regards to holding back news till they are out? imo it makes sense but we will know when the TR1 drops.

over 2.5 mill traded today so we will know very soon.