Member Info for Inphobe

Jaceorge, did you not read the RNS? They are not 'having problems with it', they have overcome those which is a fantastic achievement. Now at PHE lab quantifying biosafety. At least be researched in your relentless deramping. But guess that doesn't fit your script.

It's all here https://www.lse.co.uk/rns/GDR/genedrive-covid-19-point-of-care-device-update-aj84q33kgp6bu86.html

If you're not Poop Dog you might as well be.

Don't buy the narrative being pumped out by the usual suspects today. Quite what's got their goat I do not know. All gdr's products are well placed now for the company and CEO's work.

My list below, and just my views, but I think i'll repost after the last couple of days shameless and contentless performance by the deramp crew.

1/ AIHL due final release (already CE marked, in PHE framework, already NHS tested, unique and antibiotic use in infants guidelines updated to recommend testing). I.e. ready to go, very likely to sell, long term market, and alone will shift sp.

2/ Cov96 kit being marketed in US and EU (& elsewhere?) by BC and in India by Divoc. CE marked in EU, approved in India, still awaiting EUA in US but can be sold there without under conditions. Also in PHE framework. Elusive EU ministry of health deal also as far as we are aware ongoing, no expectation from me there but as long as it's ongoing it's still in the game. Long term market clinical PCR Covid testing. Detects variants. Big markets. (also approvals I think in SA, Malaysia, Thailand?)

3/ HCV PoC has WHO pre-qualification and therefore "eligible to participate in the procurement processes of UN agencies", and it looks like that has been taken up in a UNICEF supply division long term arrangement. We await confirmation. Long term market, will pick up as HCV testing is an NGO priority and decentralised testing is the name of the game in the type of areas they're likely to use. Also in PHE framework.

4/ Covid PoC now working and being assessed in a Public Health England lab prior to CE marking. Detects variants. Very excited for this. Long term market decentralised clinical testing.

5/ Military, to US DoD spec. With distributor MH and has afaik seen sales before. As far as I could see from docs someone posted it seems products may be included in forthcoming US DoD budget for US Navy, Air Force, National Guard?

6/ Looking forward, TB PoC has similar application/market to HCV PoC imo. Again long term.

Co has known cash burn, currently debt free though sales or financing (at this stage other funding than placing likely cheaper if need arises, and with stage of co should be doable) will be needed in due course.

Commercial stage, low mcap. Very good position for a bounce. Good sales would be transformational.

All products have long term markets (including Covid testing). Sales on any one is pobably all that is needed to shift from this low mcap. Sales on multiple would of course be excellent, never mind significant sales i.e. through BC.

Appreciate any product corrections/updates.

@Pacman121 playing, well trying anyway. Got a thirst for a beer, this heat! Very trying lol. GLA

Oh my, this still going on?! Got some jobs done, enjoyed the weather, had a couple of beers. Suggest some others do the same lol. A little movement and it's rabid venom from certain quarters. WTAF

BigAl we have ICMR approval, I know you won't have missed that whilst out fishing ;)

Glorious weather :)

Just anecdotally, looks like here and elsewhere the market is a picking up a wee bit (been terrible recently for the most part). No comment here, but at this low mcap with all that's on the table a little rise isn't out of order at all.

(I note any hint of any movement and certain posters come flying to *****, moan and in one particularly odd and deranged case insult. Lol. You know who you are, transparent twunts. Back out to the sun for me :)

Yeah, I was too purely on past form, but I guess there's no defined date. I think someone (?) had confirmation from Walbrook that one was indeed being produced. Guess next week could see it, think I'll look at my other stocks till then lol (mind you tough market elsewhere this July, largely sitting on hands all round)

Can't argue with that assessment guy (though red also makes people lose their minds), agree it's a fairly well defined pattern awaiting news I e. https://www.investopedia.com/terms/c/consolidation.asp

I don't think it's controversial to say at this mcap it should see a breakout up on any of the positive news we're hoping for, and the downside is limited by the fact it's already compressed to a low mcap. So here's hoping we get an interesting update shortly (yes by previous years I was expecting timing to be this week, but next or at least this month will do!)

Again with this. It's a trading update, I e. reporting up to end of last qtr. The only logical reason for delay would be that they haven't finished producing it, i.e. finishing figures. It's really stretching credibility imo to keep suggesting some conspiracy that there's anything more to it than that.

Yes

Ignoring the noise and t*ts, here's my research list of what we have (contrary to posted below, we have heard from the Co recently, i.e. PHE award, India approval, India licence, Covid PoC working). Grateful for any corrections/additions.

1/ AIHL due final release (already CE marked, in PHE framework, already NHS tested, unique and antibiotic use in infants guidelines updated to recommend testing). I.e. ready to go, very likely to sell, long term market, and alone will shift sp.

2/ Cov96 kit being marketed in US and EU (& elsewhere?) by BC and in India by Divoc. CE marked in EU, approved in India, still (!) awaiting EUA in US but can be sold there without under conditions. Also in PHE framework. Long term market clinical PCR Covid testing. Detects variants. Big markets. (also approvals I think in SA, Malaysia, Thailand?)

3/ HCV PoC has WHO pre-qualification and therefore "eligible to participate in the procurement processes of UN agencies", and it looks like that has been taken up in a UNICEF supply division long term arrangement. We await confirmation. Long term market, anticipate slow burn but will pick up as HCV testing is an NGO priority and decentralised testing is the name of the game in the type of areas they're likely to use. Also in PHE framework.

4/ Covid PoC now working and being assessed in a Public Health England lab prior to CE marking. Detects variants. Very excited for this. Long term market decentralised clinical testing.

5/ Military, to US DoD spec. With distributor MH and had afaik seen sales before. I have no further info but their budget will sure allow for sales if they want/need more.

6/ Looking forward, TB PoC has similar application/market to HCV PoC imo. Again long term.

Co has known cash burn, currently debt free though sales or fund raise (at this stage other funding than raise might be cheaper than raise if need arises, and with stage of co should be doable) will be needed in due course of course.

I don't particularly care about historical sp moans, or other people's timescales or frets. I know what I hold and and what level and I'm good with my position. That said, I do believe that holders wherever they bought in will be rewarded. Imo ofc

Just referring to data. If they have the data they need they should release same time as usual i.e. anytime this week. I expect that'll happen but who knows.

If still putting figures together i.e. awaiting update from a partner on last few months activity for ex, it may be delayed I suppose but that'd be about the only reason I could see.

Just suggesting that illogical to read a delay as meaning no news as no news would mean Trading Update easy to produce. Then again I don't read any conspiracy into activity which others may do if they wish lol

Afaics that one is still an antigen test not a molecular diagnostic like the GDR PoC.

Wouldn't take it that way. No point delaying unless you anticipate further numbers to report. Past reporting has been regular around this time.

Plain English does not need translating. Nor do your posts. If you don't understand consolidation there's plenty of resources out there to help you

Can you read guy?

Tripe. No one said they weren't bothered. Do try not to be a plonker

This is consolidating well and at low mcap. If you're trying to knock at this stage you've more or less missed your boat. Might as well be ****ing into the wind. Just going to get wet trousers. Especially if you're trying to bet against it.

If you do need a low entry to a diagnostic stock however you've got one here for now. Alternatively there are others in the field at much more vulnerable valuations that you can play games on if you really must be an arse.

ignore the ***t lol

Yeah worth comparing mcap to some sector peers here (mentioning no names to avoid embarrassing some of them, but there are some out there that need significant justification and one at least right now under quite a heavy assault). Also illustrative is looking at cash burns & p/e ratios (neg obviously for those at development / pre commercialisation stages) with usual caveats.

Whilst gdr needs very little in terms of movement now on commercialisation to render current mcap obsolete.