Member Info for Inphobe

Oh I think it'll probably eventually provide them with income, it's what happens with the announced need for funding in the interim that's at issue. It seems getting to sufficient income is likely to be a slow process and shareholders are likely to take a hit in the interim. I'll pick up some stock again at some point, just judging when.

Thanks glengarth & develbis, am I right in thinking we're expecting some results to be published shortly?

Apologies, pasted the same thing quote twice, anyhow, no matter

Hi Starres, as David Budd's statement noted, this is NICE's new "Early Value Assessment Programme" which I understand to be a precursor to full evaluation. It is not clear to me that the requirement for adoption stands until the full evaluation has been completed? He wrote "This should expedite the test being written into clinical guidelines and rolled out to the NHS nationally, allowing clinicians and patients to benefit from the test sooner", i.e. unless I'm missing something February (if that's when we get that) is not a start date for the NHS having 90 days to implement, it's the EVA but not the full guidelines

(he goes on "This should expedite the test being written into clinical guidelines and rolled out to the NHS nationally, allowing clinicians and patients to benefit from the test sooner.")

Anyhow, all being well that should eventually be great in time, my primary concern following the presentation is much more immediate for the SP here and basically encapsulated in this statement of the chairman's "we will seek additional funding before significant revenue traction is achieved". I guess you could say I'm negative short-medium term here and more positive long term (which was all I was suggesting on the board that seems to have riled some others).

It's been a long old year watching here (small holding), but I'm encouraged by current situation and all the work they've put in to get here. Consensus here, do we feel it's getting places now and reasonably priced atm?

Hello popeye, it was just a straight question in response to the chatter on the board.

As to the rest, I was quite certain during the presentation that it was time to shift out for the moment, and could buy back in with more shares tomorrow morning if I wanted to. If my view changes I'll act accordingly. My certainty has nothing to do with it. I don't spam this board, but I'll post politely on a stock I'm interested in as I like thank you.

(sorry, should have said AIHL dist)

Just out of interest and not gdr related excepting that they're the Covid PoC distrubutor, but nasty drop over at IHC today on trading update, 25.7% last I looked

P.s. yes guy, you're right, I haven't had any answer to my question

Hi Stephen11, my thoughts pretty much the same as yours, so I took a large part of what I had left on the table off on Monday during the presentation lol. I think it's a long wait with a fundraise needed, so I see no reason right now I shouldn't get a better price later. Be happy to be proven wrong!

I think NICE and funding will make things look prettier, but it's not at all clear how quick NHS (or overseas) uptake for AIHL will be in practice to get to the 'significant' revenues he refers to (are we even talking 2023 for that, we know these things don't move fast and they gave caveats about current NHS funding during presentation). I don't doubt it could eventually come good, but yeah that paragraph you gave below is a worry and if they don't get it right at pace this coming year including funding and commercialisation then who knows what the position might be.

OK. I asked earlier in the week if anyone could give a clearly reasoned argument for positivity on sp right now. I haven't seen any answer.

CFO stated "We are confident in gaining commercial traction and securing significant revenues, but due to the time required to achieve this, we will require additional funding in our 2023 financial year."

There are a lot of 'hopeful' posts, but none of them address this statement or give me any inclination to add here as the above suggests any buys now will probably be diluted. If you can't sensibly answer this then the doomsayers are correct. It looks like this is going to slide further and nothing said here will change that.

Effectively the stock has the sword of Damocles of a raise in a difficult market hanging over it, and until that's resolved nothing but the most miraculous news is likely to shift it much.

So, if you have an answer have at it please because I think we've all had enough bluff.

As someone who's always welcomed REASONED positivity, I have to say there's a load of old horseradish being spouted today. The results and presentation were pretty clear. Very slow burn to AIHL takeup / FDA / stroke marker, and funds required in the interim. Sadly that doesn't scream 30p to me nissan. Given potential dilution it screams be f'ing careful here, and that's just how it is right now, can't say it honestly any other way. One positive is that it sounds like two new hospitals are about to be signed up, but given revenues so far that just isn't going to cut the mustard to prevent a fundraise or the like. If anyone can give a clearly reasoned argument otherwise have at it please

yep, most of them are as far as i can tell waynesmith (sells that is)

Hate to tell you profitjock, and anyone will know I've been positive here, but we had the 'Nugget of news here on US FDA', it's in pre-submission. They will be awaiting feedback from FDA on how to proceed and its gonna take TIME, probably plenty of it. It is what it is.

@ProfitJock I've always been positive about AIHL, but it seems to me there's quite a wait before anything substantial comes of that, they were clear enough during the presentation about that. They were also clear as day that they're going to need funds before that and the stroke marker really get going. So I guess my question is, what long awaited news is it you see coming before we get a fundraise?

Decent buying right now after the initial panic sellers got out of the way on open. let's see. I expect positivity in presentation now they've got the caveats out of the way.

Morning y'all. Cash position better than expected. Usual cautionaries. AIHL looking positive. Otherwise as expected.

Thanks Rodney, good to know

Good

We're not waiting on approvals Tiger. It already has those required for UK/EU. NICE guidance is the recommended best practice it's now being assessed for.

Lol. No, he probably isn't a 'paid representative of gdr' Lloyd. They may be cr&p at communicating but that's all.

This sort of sh#te just confirms for me that you and a few others have never been honest posters here.