Member Info for Inphobe

Thinking of progress updates, not necessarily sales (though do we know that BC are not calling orders directly to Cytiva as they're the manufacturer?). Agree we don't have enough info, but if any of BC, Sysmex, Divoc, etc have stats or info to share that GDR wants to collate from last few months that could for sure delay it. I can't see what else but as I say no crystal ball

I just don't think there's any conspiracy. But could be anything. Certainly if GDR is awaited an update on BC activity he might have to wait till they're ready.

When partners have updated the co is my thought Stephen11, jmo but no crystal ball!

Hi doozy, all I am aware of is what was in the article from 13th. Not seen anything else?

https://www.360dx.com/point-care-testing/genedrive-expects-ce-ivd-mark-poc-sars-cov-2-test-fall-advances-hearing-loss-hcv

"Despite this temporary setback, Budd said sales have resumed in Africa and Asia Pacific, which he described as the primary markets for the test."

Have a look at the MCAPs on the various companies you mentioned. Some have a LOT to justify. Then look at gdr's (and that this has multiple products not just Covid, and all inc Covid ones are in the long term market category). That is why I am HERE not there, and why I believe this WILL rise and stay.

Thing is Jay, like it or not Risk is right. As much as it takes, that's the hard and easy thing, just holding out. You know, 'the stock market is a device for transferring money from the impatient to the patient' not controversial and not my words, still hold true especially here lol

(FIND actually conducted those trials, not just partners, have just reread the release)

Worth a read, press release just out from FIND (who partnered with GDR for the HCV test trials in Cameroon and Georgia) yesterday re addressing HCV globally. Looking forward with interest to seeing where those HCV test sales mentioned in the US article have been delivered

https://www.finddx.org/newsroom/pr-27jul21-2/

Aside from speculation, what we do know is current debt free status and cash burn. Yes, either sales or financing will of course be required in due course. This is true across aim. In gdr's case at this stage I am expecting sales (Not just Cov, HCV, military (but not clear on timeframe on that), AIHL fairly promptly I would hope when released), but if it comes to it co would probably have option of debt financing as a cheaper route rather than placing. We'll see on all counts I guess.

Last co I had stock in that had a placing on aim placing was at a premium btw, I don't buy your 30% discount at all if it were to happen, especially with the co at this mcap.

(Politely, I hope you're not going to overwhelm this board with posts again maestro, it made the whole place unreadable for weeks when you turned it into your own private show)

Apologies if posts today are tangential, just ignore if so! Had a bit of time to look at some aspects of less well publicised products. Ref HCV and TB, and indeed Covid POC, if you're on twitter FIND https://mobile.twitter.com/FINDdx is worth following (global alliance for diagnostics).

FIND partnered with genedrive for the Cameroon and Georgia HCV trials (good contacts for the co given the close relationships of UN/WHO/NGOs, suspect this may have led to the UNICEF supply lta we have yet to hear more about? I would not be surprised to see them partnering similarly for TB i.e. https://www.finddx.org/at-risk-populations/

Also interesting to follow ref bringing testing to areas in need is ACT accelerator https://mobile.twitter.com/ACTAccelerator
https://www.who.int/news/item/23-04-2021-act-accelerator-one-year-on
https://www.finddx.org/covid-19/act-accelerator/

Oh my

A further thought, I believe US National Guard (and USN, USAF, were other branches mentioned?) were in the budget proposal seen. I imagine that a likely anticipated use is in case of terrorist activity as much as facing a military use of bioweapons?

Quiet, so for interest, anyone know what the biohazards detected by the military kit are? From reading the rns's it seems they are designed to detect multiple agents, there was a lot of funding from the US DoD for development. Just curious as to what these nasties are but I suppose the specs are confidential?

A quick search suggests the likes of anthrax, smallpox, tularemia, ebola, plague... What I did find interesting in the rns's is that as said the cartridges for the military PoC appear to be multi target and cover a range of nasties, an approach that could be of use in non-military kit

Thanks philjpo, appreciate you taking the time to ask them. Seemed we should have been due one given previous form, so good to hear Walbrook say we will.

Lol, that the best response you've got? Take that as a compliment coming from you then. I see you tend to resort to insults or name calling on other posts. Telling. Jog on.

I think to suggest just maintaing their own salaries is a pretty weak and convoluted argument, and pretty insulting the the board (not to mention if DB's motivation was just to secure his salary, he could just be working for a big company. Have you seen what US medical co's pay their (even mid level) execs? People don't do what he's doing just for the salary, being a CEO is a tough gig, you have to be committed). I note that the co has been in a closed period since last director purchases. I also believe they will a) know full well the potential offer prices b) have to satisfy institutional investors.

Just don't buy your premise that they're going to give it away even if there was a takeover, and it's all so hypothetical I can't quite see why you're belabouring the point anyway? Oh wait, I've seen your posting activity and the names you use for other posters, scratch that last, you're another one.

For all this talk of takeovers the co has developed diverse partnerships depending on speciality/region for products. i.e. BC/Cytiva for Cov96 kit, all about workflow & automation, with Divoc for India. Mountain Horse military specialists for the military PoC. Inspiration Healthcare for AIHL. HCV Sysmex afaik. Takeover of course a possibility but I personally don't see it heading that way right now (and if it did I would expect the co to want a far more substantial price than represented by current mcap).

Further, as noted before we know the cash burn and current debt free position. If it is a case of funding becoming necessary (and it appears there may be HCV and poss Military sales in the pipe, with AIHL likely to sell and for my money BC unlikely to fail and a distinct possibility of Divoc orders), then debt financing rather than a placing may be the cheaper route for the company. Jmo

lol thanks Pacman, I'll get a round or three in too :)

Have some of these, worried you might run out: !!!!

If you go back to the presentation I think it's actually very good. Just wasn't what the impatient market wanted at the time. Further, we have and do get updates when material. That the company doesn't tweet regularly like others do (whom it does no good), is a known here.

And it's no good saying there are no derampers when you deramp constantly and spout off about 'rampers' at every opportunity. Unlike others (guy is a regular poster for example who has always maintained that AIHL is a winner), you never have anything good or even balanced to say Jaceorge. You've been asked about this and fail to respond every time. So yes, whatever your holding or otherwise lol you are the very definition of a deramper, and I'll informed by your post about the Cov PoC this morning.

Sorry Pacman121, guess I don't get a beer lol

Anyone else seeing a bit of pick up after the recent quiet? For once all my holdings are now blue today, nothing to write home about but better for sure (Inc GDR now, tidy bit of buying last half hour)