The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Wind your neck back in starres. FFS. Here you go. It is on the EVA.
https://www.nice.org.uk/about/what-we-do/eva-for-medtech
"What will the outcome of an EVA be?
As part of the EVA process, the technologies are reviewed by a committee who will decide whether the technology should receive a conditional recommendation for adoption in the NHS. The committee will also state the conditions of the recommendation. This will include the key outcomes that need to be captured through data collection, and the timeframe over which this data collection should occur. After this, the technology will be reviewed again by NICE in full guidance.
Developers of technologies that receive a conditional recommendation will work with our teams to develop a data collection agreement."
Despite the fact that Joe bloggs has clearly posted this on the wrong forum (the ref to Taiwan contract is ABDX), I note his post has nonetheless achieved two likes here, presumably just for good ole rose tintyness? Still, it's as accurate as many other liked posts here so whatever
https://twitter.com/StockBoxMedia/status/1608810134091833344?t=TZFASPSqyGXM8VYh4YehVQ&s=09
Caracal at about 16.30 on
Pretty much on point there with your post allguessing, agree. Little choice and they've said as much themselves. AIHL's the long term hope for I guess they hope 2024 revenue (in any volume), but I would love to be a fly on the wall on their internal discussions about every other unsold product. Good god.
Base, it's an opinion, and one supported by the company's own statements. It's hardly some sort of secret plot. If you have a different opinion just post it without the unnecessary attacks on others. Ffs
Hi bighammer, yeah that's my reading too (i.e. we need to get to 2024, what I was alluding to with the new years plural comment). I honestly expect a fundraise sooner rather than later to get GDR through 2023 as it'd be foolish to leave it 'till the last moment. Jmo
I have to question why these distributors weren't in place FAR FAR earlier. I have a pretty clear idea in my head as to how long I think it's gonna take for AIHL to actually generate sufficient revenue, and let's just say I reckon it'll be more than one 'happy new year' from now. Jmo
New Saudi distributor apparently. https://twitter.com/genedriveplc/status/1605952567443439619?t=dPtbbcyS3ZpwE_IsB33Xxw&s=19
Quite roger. Only thing I'd question is the supposition that GDR can't/won't attempt a placing down here. YGEN have just done exactly that, have a look at what they've just done. Ouch. (I know this will probably set off some posters but they've told us they need funding in no uncertain terms, spin it however you like it's a pretty key topic right now here)
Looks like new Austrian distributor signed https://twitter.com/genedriveplc/status/1602349069170626562?t=wmlE0SFbszZ0-rS9yC4nhQ&s=19
(Not expecting this to move it any more than Spanish did, suspect nothing will until the big ole elephant in the room of finance is sorted one way or another)