Member Info for gspanner

The beauty of the fundraiser is that forward selling when he price isn’t set (which normally just guaranteed cash for participants) is a very risky prospect….

So all patients representing with metastatic breast cancer get a single blood draw which retests for her 2, DNA mismatch repair inhibitor sensitivity and gets next generation sequencing done on the Illumina platform..

We await the results of the DNA repair assays!

All coming together nicely, notwithstanding its taken a while!

Well 98% sensitivity and specificity puts it at a level that could replace tissue biopsy entirely!

The interesting info is how many non-ex pressers become her2 positive post initial biopsy - that’s where the massive numbers of testing lies!

Apologies Toffers not what was corrected!

Toffees…

‘In reality, it doesn't matter how many Lucy, Samson or Eve packages we sell, it's the data we collect from those enquiring and then those using, so as Ewan states, the feedback from the current users is invaluable to the company at this early mover stage so that they can adapt and grow, but that data is also invaluable to competitors who will pay a hefty price for it.’

I’m not sure I agree with that. Some sort of clear explanation of sales figures suggesting exponential sales growth would do wonders… Aside from the t/o potential.

Data management/confidentiality is a very serious issue that requires very careful handling IMO.

Agreed Trent… Or a statement like ‘the cash generated by these sales is generating meaningful revenue with margins of 60%’, though further funding may still be needs before cash flow positive’….

Well like it ir not, those who paid a premium to the sp at the recent placing will have been shown the runway to revenue…. So I would have thought such announcements will be ongoing.

They are going to have to announce a revenue statement soon. These are probably going to be pretty awful, but it’s b the forward trading statement that everyone will concentrate on.

Yes it surely has to be excluding lithium with also 'no degredation over a 25 year time frame' as per rns.

Well exactly Popeye. Those sophisticated investors who have bought at a premium must have been sold something even though we don’t know the figures yet!

Maybe they don’t get paid if the price goes up?

Timely Doyzee

So to put this into context 4MWh was 18 of the VS3 batteries… So potentially 500x the size of that Californian contract.

Well the market was closed during half of it 😆

Also a holder >1m Toffers… The time it’s taking is somewhat frustrating but clearly moving in the right direction. In the absence of rev info a big household name adopting this it tech would do it…

Yes and as per my post below….

In the Proactive presentation Newland explains the co-marketing of the ‘optimum’ solution is the key here… 90000 illumina machines that may need to be paired with a parsortix machine….

Sorry

There’s a debate about funding, all nonsense if Illumina are on board.

Agreed the market doesn’t get it.

This is a clear indication that this may become the ‘premium’ liquid biopsy analysis. You can run a standard ctDNA but why not cough up the extra £2.5k for the full analysis which will tell you which drugs (at a cost of £5-10k per month) are most likely to work.

There’s about about funding… It’s all nonsense if Allumina are truly on board. They’ll just take a small stake or buy the whole company for £200m or so, small change for them.

Good to see how quickly the ‘live agent’ can be deployed into different tasks…. Still need to see the money though!

It was all doing so well 😆

Thank you Hightower, very interesting.

Would you be happy for me to copy that post to another board please?

KR

Gs

So interesting continuation from yesterday (so far). I suppose if the ‘household name’ customer was close to closing even if that remained embargoed within Cykel there would be a lot of folk in the buying party (through testing, IT, etc) who would know and perhaps understand the significance…..