Member Info for Inphobe

You may be right about takeover Dave (as I replied to Roger I'm not personally as convinced as some at this stage), and I'm sure as you say there would be advantages to have all products under the umbrella of a large corp. Just suggesting that it'd have to go hand in hand with Danaher believing in the products (and the BC marketing suggests they do for the Cov kit). P.s. I'm trying to be uncontroversial around here (at least for today lol) as I think we've all had enough friction on this board, but just saying it as I see it

@davemcmanus given that BC are already conducting the marketing for the Cov96 kit (and other co's for other products), your suggestions are a bit round about face. Either BC think they will succeed with their sales (and as they're still marketing I'd suggest they do) or they won't be looking for further moves like a takeover. Can't have it both ways.

@guy can't disagree, I personally still expect a trading update but I have no more crystal ball than anyone else as to when exactly (though I note whenever this drops to around the 50 level it attracts buys, so seems this is where we will sit until then). Meantime we know which companies are marketing for us (ref Cov96, HCV, Mil) and we/the co wait on that and for the AIHL release and Covid PoC. Still, should be a news rich period coming up imo, just when exactly

Jmo but I'm personally not currently 100% buying the idea of a takeover (you could be right though of course, always a possibility), as I see the co has made multiple partnerships within sector depending on product speciality and that BC/Danaher are just as keen to work in partnerships as to acquire co's going by their recent pr.

(Oh and fairness to guy, who's been pretty restrained in posting recently and always maintained AIHL at min will come good)

Ah, when people walk and talk like a duck and go by the name of 'Donald', I wonder if they might be a duck. My mistake. And I agree on spread betting.

But it all comes out now.

So you've picked GDR to post on purely to be able to tell us poor uninformed investors 'I told you so'. Ok.

Talking of narratives, ThePunter1, am I mistaken about your spread betting? Curious. You seem like a betting man if you're the same ThePunter1 off twitter?

Which you might I suppose not be, can't help but ask. You've said you'd not invest here yet most of your current lse posts are here and negative. Which is an odd use of time but each to their own I suppose. One of the crew one way or another I'd guess but that's just my view and I know you won't let it detain you.

Hmmm, just counter thoughts imo this is not going to play out as before because the co is not in the same position. Also have to say I do not buy (or like for that matter) the repeated attacks on the CEO. He has said their aim is long term shareholder value, and no, they do not tweet much but they do progress the products. And that requires stages from development to commercialisation.

Multiple products progressed & now with distributors / in PHE award / otherwise positioned (i.e afaics UNICEF, US DoD) since last year, and that is his and the co's doing. For sure medical business tends to be slow, but if you take care to look there is steady progress to what is now the stage (i.e. getting products placed for sales) I wanted to see.

One final step, for the distributors and arrangements to deliver - it looks like we may have HCV and military sales, AIHL has also completed all prior steps (CE mark, trials with NHS, inclusion in PHE framework) and due release with Inspiration Healthcare, and BC should be well into their sales cycles for the Covid 96 kit - a lot of griping about the latter but it was CLEARLY stated in the presentation in the spring that sales cycles needed to be gone through and that it was early stage back then.

Anyway, nothing wrong with trading it but for me at least I'm not prepared to be out at this stage. ymmv ofc

Interesting (and worrying). Already quite a bit of concern about Delta, see this from US perspective https://www.npr.org/2021/07/29/1022580439/a-cdc-internal-report-says-the-delta-variant-is-more-transmissible-than-a-cold

No worries Stephen11, yeah appreciated your list a way back! And I agree, the company does need to update us

Yes grim. Having a bit of an experiment here. Part of the reason I posted my list today (though I think it's useful) was to see which posters would feel obliged to push it down the board by immediately posting negatively.

Worked as expected. Two immediate posts by my two primaries checked off within minutes, Jaceorge & DaveMcmanus. Thanks for the confirmation. Lol

Been keeping a list of where the various products are. I think it's useful and trying to keep it in line. All as far as I am aware, corrections/additions gratefully received

1/ AIHL due final release with distribution partner Inspiration Healthcare. CE marked; in PHE framework; NHS tested (2 NHS hospitals); unique; antibiotic use in infants guidelines updated to recommend testing; long term market anticipate primarily in 'developed' regions

2/ Cov96 kit being marketed in US and Europe (& elsewhere?) by Beckman Coulter and in India by Divoc. In PHE framework; CE marked in EU; ICMR approved and licenced for import in India; other approvals inc afaik South Africa, Malaysia, Thailand; still awaiting EUA in US; can currently be sold in US to CLIA certified labs; negotiations with an EU ministry of health still ongoing as far as we are aware; long term market clinical PCR Covid testing; detects variants, surveillance details here https://www.genedrive.com/assays/96-sars-cov2-variants.php

3/ HCV PoC with distributor Sysmex. In PHE framework; CE marked; trialled in Georgia and Cameroon by FIND; WHO pre-qualified, "eligible to participate in the procurement processes of UN agencies"; appears to have been taken up in a UNICEF supply division long term arrangement award March '21, possible NDA await confirmation; long term market UN/NGO priority, decentralised testing in the type of areas they're likely to use, use in for ex prison populations, surgeries, clinics. Also see https://www.finddx.org/

According to 350Dx article linked below "sales have resumed".

4/ Covid PoC now working. Currently being assessed in a Public Health England lab prior to CE marking; detects variants; long term market accurate clinical testing for Covid in decentralised settings; article on 13th July in 360Dx if you have access talking about this and the AIHL and HCV PoCs https://www.360dx.com/point-care-testing/genedrive-expects-ce-ivd-mark-poc-sars-cov-2-test-fall-advances-hearing-loss-hcv#.YQPhqEDTVPY

5/ Military, to US Department of Defence spec (and funded by them). With distributor Mountain Horse; currently appears in US DoD Fiscal Year (FY) 2022 Budget Estimates as far as I can tell for US Navy, Air Force, National Guard. Link courtesy of cwalsh https://comptroller.defense.gov/Portals/45/Documents/defbudget/fy2022/budget_justification/pdfs/02_Procurement/ROC_Vol1_DW_PROC_PB22_Justification_Book_Final.pdf

6/ Looking forward, TB PoC has similar application/market to HCV PoC imo. Again long term. See FIND again https://www.finddx.org/at-risk-populations/

Other/ Currently debt free with known cash burn. Low mcap. Sales or funding required in due course (if it comes to funding at this commercial stage debt financing may be the cheaper route).

Swerves that was almost certainly the NOMAD, not him.

Scratch that, found it, apologies

Anyone got a link to that US DoD budget document? Sure it's here in the chat somewhere but can't lay hands on it, I'll look back again if not. Thanks!

Yeah it's not like gdr ever communicate much, but they do rns. So not new I guess! And we know how it moves (esp from this low mcap)

Dull wait meantime but we know what's out there product wise and we have a good spread of news to look forward to on the products (but yeah I'd like a comprehensive update on all in a trading update, no doubt)

Yeah, gotta agree with that rbr08. Hello Walbrook?!

Yeah. There was some interesting stuff out this morning re HCV from FIND who conducted the gdr hcv trials. Never mind that from the article on the 13th HCV "sales have resumed".

But the board got utterly swamped with moaning c r a p yet again. Deliberately in the case of some posters (at very least there's some spread betters about these boards).

The hilarious (lol) thing is that it's pretty mild compared to for example the odx board at the moment. Hey ho

Putting aside all that noise I'm excited for the next few weeks/months (those who don't like that know where they can stick it)

lol thanks grim, first and no doubt last time I ever win the internet

Ok McManus, cool story but it depends entirely on what arrangements have been made (with the right contracts and accounting/remitting various arrangements including a linked distributor/manufacturer one are possible). If you don't like it dismiss it but there's no need to get splenetic

In any event, that was a side 'query'. That there may be progress updates awaited was the 'theory'. That is literally all. We could revert to the theories about underhand conspiracies, or just the usual blowing off at the CEO, but I don't buy either

Sure seemed a lot of angry people on here again today screaming at alleged 'rampers' whilst mugging off the company. Glad to see from these boards that it's not just us but lol

I think Philjpo spoke to Walbrook on Fri and they told him one was coming, that's all I've heard. Co normally produces in July though 2016 was Aug I think. I'm sitting on my hands lol, I expect we'll get something or other